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 | 2,265,063 | 114,702 | 0.01% | 0.01% | 1 | +54,905 | 2.48% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 274,024 | 13,876 | 0.0% | 0.0% | 2 | +11,041 | 4.2% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 126,194 | 6,390 | 0.02% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | New | 106,784 | 5,407 | 0.15% | — | 4 | +106,784 | New | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 75,202 | 3,808 | 0.02% | 0.04% | 5 | -85,498 | -53.2% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,514 | 3,317 | 0.0% | 0.0% | 6 | +1,596 | 2.5% | Q2 2026 | Jul 29, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 55,066 | 2,788 | 1.37% | 1.57% | 7 | -2,242 | -3.91% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 35,131 | 1,779 | 0.03% | — | 8 | +35,131 | New | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 33,537 | 1,698 | 0.0% | 0.0% | 9 | +859 | 2.63% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 31,179 | 1,578 | 0.29% | 0.24% | 10 | +8,103 | 35.11% | Q2 2026 | Aug 04, 2026 |
| PFG Investments, LLC | History | Added to | 27,986 | 1,417 | 0.05% | 0.03% | 11 | +15,470 | 123.6% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,403 | 1,286 | 0.0% | 0.0% | 12 | +2,833 | 12.55% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 25,370 | 1,284 | 0.04% | 0.04% | 13 | +1,397 | 5.83% | Q2 2026 | Jul 07, 2026 |
| Mason & Associates Inc | History | Reduced | 19,445 | 984 | 0.16% | 0.24% | 14 | -5,077 | -20.7% | Q2 2026 | Jul 23, 2026 |
| Prism Advisors, Inc. | History | Added to | 17,652 | 893 | 0.22% | 0.23% | 15 | +322 | 1.86% | Q2 2026 | Jul 24, 2026 |
| DeDora Capital, Inc. | History | Added to | 12,912 | 653 | 0.14% | 0.16% | 16 | +390 | 3.11% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | Added to | 12,268 | 621 | 0.0% | 0.0% | 17 | +1,758 | 16.73% | Q2 2026 | Aug 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 11,242 | 569 | 0.12% | 0.13% | 18 | +1,165 | 11.56% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,928 | 553 | 0.01% | 0.01% | 19 | -362 | -3.21% | Q2 2026 | Aug 18, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 10,116 | 512 | 0.31% | 0.35% | 20 | -207 | -2.01% | Q2 2026 | Jul 29, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 10,108 | 511 | 0.3% | 0.38% | 21 | -462 | -4.37% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,531 | 482 | 0.01% | 0.01% | 22 | +663 | 7.48% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,987 | 455 | 0.0% | 0.0% | 23 | -8,499 | -48.6% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,374 | 424 | 0.01% | 0.01% | 24 | +53 | 0.64% | Q2 2026 | Aug 10, 2026 |
| RW Investment Management LLC | History | Reduced | 8,131 | 411 | 0.04% | 0.07% | 25 | -5,348 | -39.68% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 7,968 | 403 | 0.0% | — | 26 | +7,968 | New | Q2 2026 | Jul 28, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,292 | 369 | 0.05% | 0.06% | 27 | -115 | -1.55% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 7,179 | 363 | 0.01% | — | 28 | +7,179 | New | Q2 2026 | Aug 06, 2026 |
| Gemmer Asset Management LLC | History | Added to | 7,023 | 355 | 0.02% | 0.03% | 29 | +72 | 1.04% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,003 | 354 | 0.0% | 0.0% | 30 | -133,614 | -95.02% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,927 | 350 | 0.0% | 0.0% | 31 | +577 | 9.09% | Q2 2026 | Sep 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,502 | 329 | 0.0% | 0.01% | 32 | +40 | 0.62% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | Reduced | 5,633 | 285 | 0.0% | 0.0% | 33 | -198 | -3.4% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,424 | 274 | 0.0% | — | 34 | +5,424 | New | Q2 2026 | Sep 02, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,644 | 235 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Riverwater Partners LLC | History | Reduced | 4,602 | 233 | 0.07% | 0.08% | 36 | -255 | -5.25% | Q2 2026 | Aug 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 4,430 | 224 | 0.17% | — | 37 | +4,430 | New | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, LLC | History | New | 4,398 | 223 | 0.01% | — | 38 | +4,398 | New | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,332 | 219 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TECTONIC ADVISORS LLC | History | New | 4,078 | 206 | 0.01% | — | 40 | +4,078 | New | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,975 | 150 | 0.0% | 0.0% | 41 | +149 | 5.27% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | New | 2,052 | 103 | 0.0% | — | 42 | +2,052 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,962 | 99 | 0.01% | — | 43 | +1,962 | New | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 781 | 39 | 0.0% | 0.01% | 44 | -130 | -14.27% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 397 | 20 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 305 | 15 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 276 | 13 | 0.0% | — | 47 | +276 | New | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 151 | 7 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | New | 118 | 5 | 0.0% | — | 50 | +118 | New | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.79% | — | -50,704 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,707 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,258 | -100.0% | Q2 2026 | Aug 14, 2026 |