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 | Reduced | 2,210,158 | 111,845 | 0.01% | 0.01% | 1 | -17,862 | -0.8% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 262,983 | 13,308 | 0.0% | 0.0% | 2 | +51,354 | 24.27% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 160,700 | 8,132 | 0.04% | 0.02% | 3 | +87,706 | 120.16% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 140,617 | 7,115 | 0.0% | 0.0% | 4 | +127,161 | 945.01% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 126,194 | 6,386 | 0.03% | 0.01% | 5 | +54,015 | 74.83% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,918 | 3,234 | 0.0% | 0.0% | 6 | +1,731 | 2.78% | Q1 2026 | Apr 27, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 57,308 | 2,900 | 1.57% | 1.68% | 7 | -1,529 | -2.6% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 32,678 | 1,654 | 0.0% | 0.0% | 8 | +1,793 | 5.81% | Q1 2026 | May 14, 2026 |
| Strategic Financial Planning, Inc. | History | New | 50,704 | 1,349 | 0.79% | — | 9 | +50,704 | New | Q1 2026 | May 14, 2026 |
| Mason & Associates Inc | History | Reduced | 24,522 | 1,244 | 0.24% | 0.24% | 10 | -202 | -0.82% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 23,973 | 1,213 | 0.04% | 0.04% | 11 | +963 | 4.19% | Q1 2026 | Apr 08, 2026 |
| Rossby Financial, LCC | History | Added to | 23,076 | 1,166 | 0.24% | 0.2% | 12 | +10,020 | 76.75% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 22,570 | 1,142 | 0.0% | 0.0% | 13 | -615 | -2.65% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,486 | 885 | 0.0% | 0.0% | 14 | +316 | 1.84% | Q1 2026 | Apr 30, 2026 |
| Prism Advisors, Inc. | History | Added to | 17,330 | 876 | 0.23% | 0.23% | 15 | +673 | 4.04% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,707 | 845 | 0.0% | — | 16 | +16,707 | New | Q1 2026 | May 12, 2026 |
| RW Investment Management LLC | History | New | 13,479 | 682 | 0.07% | — | 17 | +13,479 | New | Q1 2026 | Apr 28, 2026 |
| DeDora Capital, Inc. | History | New | 12,522 | 633 | 0.16% | — | 19 | +12,522 | New | Q1 2026 | Apr 27, 2026 |
| PFG Investments, LLC | History | Added to | 12,516 | 633 | 0.03% | 0.03% | 18 | +164 | 1.33% | Q1 2026 | Apr 27, 2026 |
| Regal Investment Advisors LLC | History | New | 12,258 | 620 | 0.04% | — | 20 | +12,258 | New | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 11,290 | 571 | 0.01% | — | 21 | +11,290 | New | Q1 2026 | May 12, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 10,570 | 534 | 0.38% | 0.32% | 22 | +2,158 | 25.65% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 10,510 | 531 | 0.0% | 0.0% | 23 | +1,500 | 16.65% | Q1 2026 | May 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 10,323 | 522 | 0.35% | 0.29% | 24 | +1,822 | 21.43% | Q1 2026 | Apr 30, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 10,077 | 509 | 0.13% | 0.13% | 25 | -89 | -0.88% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,868 | 448 | 0.01% | 0.01% | 26 | +920 | 11.58% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,665 | 439 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,321 | 421 | 0.01% | 0.01% | 28 | +34 | 0.41% | Q1 2026 | May 18, 2026 |
| Secure Asset Management, LLC | History | No change | 7,407 | 374 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,951 | 351 | 0.03% | 0.03% | 30 | +47 | 0.68% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,462 | 327 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 6,350 | 321 | 0.0% | — | 32 | +6,350 | New | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | New | 5,831 | 295 | 0.0% | — | 33 | +5,831 | New | Q1 2026 | May 14, 2026 |
| Riverwater Partners LLC | History | Added to | 4,857 | 245 | 0.08% | 0.1% | 34 | +2 | 0.04% | Q1 2026 | May 07, 2026 |
| Brookwood Investment Group LLC | History | Added to | 4,644 | 235 | 0.03% | 0.03% | 35 | +79 | 1.73% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,332 | 219 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,826 | 143 | 0.0% | 0.0% | 37 | +504 | 21.71% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 911 | 46 | 0.01% | 0.01% | 38 | +13 | 1.45% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 788 | 39 | 0.0% | — | 39 | +788 | New | Q1 2026 | May 19, 2026 |
| CWM, LLC | History | No change | 397 | 20 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 305 | 15 | 0.0% | — | 41 | +305 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 200 | 10 | 0.0% | — | 42 | +200 | New | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 151 | 7 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,980 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,534 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,085 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,858 | -100.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -780 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 14, 2026 |