Morgan Stanley ETF Trust - CVSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,228,020 | 113,072 | 0.01% | 0.01% | 1 | +63,999 | 2.96% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 211,629 | 10,740 | 0.0% | 0.0% | 2 | +26,052 | 14.04% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 72,994 | 3,704 | 0.02% | 0.01% | 3 | +37,423 | 105.21% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 72,179 | 3,663 | 0.01% | — | 4 | +72,179 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,187 | 3,155 | 0.0% | 0.0% | 5 | +6,016 | 10.71% | Q4 2025 | Feb 12, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 58,837 | 2,986 | 1.68% | 10.37% | 6 | -301,937 | -83.69% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 30,885 | 1,567 | 0.0% | 0.0% | 7 | +4,464 | 16.9% | Q4 2025 | Feb 12, 2026 |
| Mason & Associates Inc | History | New | 24,724 | 1,254 | 0.24% | — | 8 | +24,724 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,185 | 1,176 | 0.0% | 0.0% | 9 | +8,300 | 55.76% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 23,010 | 1,167 | 0.04% | 0.02% | 10 | +11,249 | 95.65% | Q4 2025 | Jan 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,980 | 1,064 | 0.0% | — | 11 | +20,980 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,170 | 871 | 0.0% | 0.0% | 12 | +1,030 | 6.38% | Q4 2025 | Feb 05, 2026 |
| Prism Advisors, Inc. | History | Added to | 16,657 | 845 | 0.23% | 0.21% | 13 | +1,159 | 7.48% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,456 | 682 | 0.0% | 0.0% | 14 | -205 | -1.5% | Q4 2025 | Mar 25, 2026 |
| Rossby Financial, LCC | History | Added to | 13,056 | 662 | 0.2% | 0.14% | 15 | +4,850 | 59.1% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 12,352 | 626 | 0.03% | 0.03% | 16 | +147 | 1.2% | Q4 2025 | Jan 26, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 10,166 | 515 | 0.13% | — | 17 | +10,166 | New | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 9,010 | 457 | 0.0% | 0.0% | 18 | +2,650 | 41.67% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 8,665 | 439 | 0.01% | 0.01% | 19 | -989 | -10.24% | Q4 2025 | Feb 06, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 8,501 | 431 | 0.29% | 0.18% | 20 | +3,580 | 72.75% | Q4 2025 | Feb 09, 2026 |
| Sunrise Financial Services, LLC | History | New | 8,412 | 426 | 0.32% | — | 21 | +8,412 | New | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,287 | 420 | 0.01% | 0.01% | 22 | +1,023 | 14.08% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,948 | 403 | 0.01% | 0.01% | 23 | +911 | 12.95% | Q4 2025 | Feb 11, 2026 |
| Secure Asset Management, LLC | History | Added to | 7,407 | 375 | 0.06% | 0.06% | 24 | +41 | 0.56% | Q4 2025 | Jan 20, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,904 | 350 | 0.03% | 0.02% | 25 | +1,779 | 34.71% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | New | 6,534 | 331 | 0.0% | — | 26 | +6,534 | New | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,462 | 327 | 0.01% | — | 27 | +6,462 | New | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,085 | 258 | 0.0% | 0.0% | 28 | +793 | 18.48% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,858 | 246 | 0.0% | 0.01% | 29 | -375 | -7.17% | Q4 2025 | Feb 12, 2026 |
| Riverwater Partners LLC | History | Reduced | 4,855 | 246 | 0.1% | 0.1% | 30 | -80 | -1.62% | Q4 2025 | Feb 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 4,565 | 231 | 0.03% | 0.03% | 31 | +97 | 2.17% | Q4 2025 | Jan 22, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,332 | 219 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,322 | 117 | 0.0% | 0.0% | 33 | +320 | 15.98% | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | Added to | 898 | 45 | 0.01% | 0.0% | 34 | +335 | 59.5% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 780 | 40 | 0.0% | — | 35 | +780 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 397 | 20 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 151 | 7 | 0.01% | — | 37 | +151 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | New | 68 | 3 | 0.0% | — | 38 | +68 | New | Q4 2025 | Mar 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,649 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,388 | -100.0% | Q3 2025 | Nov 03, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,893 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q3 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -502 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 17, 2025 |