Morgan Stanley ETF Trust - CVMC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Pacific Financial | History | Added to | 250,140 | 16,013 | 2.06% | 2.03% | 1 | +7,448 | 3.07% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 180,433 | 11,551 | 0.0% | 0.0% | 2 | -64,494 | -26.33% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 114,156 | 7,308 | 0.01% | 0.01% | 3 | +3,625 | 3.28% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 109,884 | 7,034 | 0.03% | — | 4 | +109,884 | New | Q1 2026 | May 14, 2026 |
| LongView Asset Management LLC | History | No change | 100,879 | 6,469 | 4.51% | 4.51% | 5 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 38,261 | 2,449 | 1.29% | 0.37% | 6 | +28,403 | 288.12% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,459 | 2,142 | 0.0% | 0.0% | 7 | +462 | 1.4% | Q1 2026 | May 07, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 31,380 | 2,008 | 0.5% | 0.36% | 8 | +9,062 | 40.6% | Q1 2026 | May 01, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 25,728 | 1,647 | 1.22% | 1.2% | 9 | +788 | 3.16% | Q1 2026 | Apr 20, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 22,096 | 1,414 | 0.04% | 0.04% | 10 | -214 | -0.96% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 19,855 | 1,271 | 0.0% | 0.0% | 11 | +222 | 1.13% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,593 | 998 | 0.03% | 0.03% | 12 | +320 | 2.1% | Q1 2026 | Apr 08, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 15,186 | 972 | 0.27% | 0.11% | 13 | +8,705 | 134.32% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,448 | 796 | 0.0% | 0.0% | 14 | -1,491 | -10.7% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 11,826 | 757 | 0.0% | 0.0% | 15 | +207 | 1.78% | Q1 2026 | May 12, 2026 |
| Mason & Associates Inc | History | Added to | 11,467 | 713 | 0.14% | 0.13% | 16 | +339 | 3.05% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | New | 11,076 | 709 | 0.01% | — | 17 | +11,076 | New | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 10,140 | 649 | 0.27% | 1.37% | 18 | -29,468 | -74.4% | Q1 2026 | Apr 08, 2026 |
| RMG Wealth Management LLC | History | New | 5,703 | 405 | 0.05% | — | 19 | +5,703 | New | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,123 | 391 | 0.01% | 0.01% | 20 | +316 | 5.44% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,010 | 384 | 0.0% | 0.0% | 21 | -283 | -4.5% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 5,552 | 373 | 0.02% | — | 22 | +5,552 | New | Q1 2026 | Apr 17, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 5,039 | 323 | 0.12% | 0.13% | 23 | -200 | -3.82% | Q1 2026 | Apr 13, 2026 |
| BSW Wealth Partners | History | Added to | 4,840 | 309 | 0.04% | 0.04% | 24 | +162 | 3.46% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,633 | 296 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 4,598 | 294 | 0.0% | 0.0% | 26 | -336 | -6.81% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,896 | 249 | 0.03% | 0.03% | 27 | +89 | 2.34% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 3,843 | 246 | 0.01% | — | 28 | +3,843 | New | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 3,544 | 226 | 0.1% | 0.08% | 29 | +48 | 1.37% | Q1 2026 | May 05, 2026 |
| Gemmer Asset Management LLC | History | New | 3,220 | 206 | 0.02% | — | 30 | +3,220 | New | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,247 | 143 | 0.0% | 0.0% | 31 | +616 | 37.77% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,761 | 112 | 0.0% | — | 32 | +1,761 | New | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,738 | 111 | 0.01% | 0.02% | 33 | +18 | 1.05% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,066 | 68 | 0.0% | 0.0% | 34 | +474 | 80.07% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 873 | 55 | 0.0% | 0.0% | 35 | +149 | 20.58% | Q1 2026 | May 19, 2026 |
| Triumph Capital Management | History | No change | 825 | 52 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 516 | 33 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CDKV HOLDINGS LLC | History | No change | 476 | 30 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | New | 366 | 23 | 0.0% | — | 39 | +366 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 279 | 17 | 0.0% | — | 40 | +279 | New | Q1 2026 | May 05, 2026 |
| Heritage Wealth Advisors | History | Reduced | 248 | 15 | 0.0% | 0.0% | 41 | -16 | -6.06% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 119 | 7 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | New | 100 | 6 | 0.0% | — | 43 | +100 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 78 | 5 | 0.0% | 0.0% | 44 | +1 | 1.3% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,831 | -100.0% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,796 | -100.0% | Q1 2026 | May 12, 2026 |
| Montecito Bank & Trust | History | Closed out | 0 | 0 | — | 0.08% | — | -7,345 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,483 | -100.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,136 | -100.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -945 | -100.0% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 14, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | May 06, 2026 |