# MORGAN STANLEY ETF TRUST (CVIE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CVIE/

- Reporting holders: 4
- Reported value: $7.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $5.9M | 70,805 | 0.4% | 2 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $970.2K | 11,830 | 0.2% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $555.9K | 6,687 | 0.1% | 2 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $280.2K | 3,371 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $7.7M |
| Q2 2026 | 90 | $347.8M |
| Q1 2026 | 77 | $316.1M |
| Q4 2025 | 60 | $241.3M |
| Q3 2025 | 51 | $197.0M |
| Q2 2025 | 43 | $153.8M |
| Q1 2025 | 37 | $107.9M |
| Q4 2024 | 32 | $77.0M |
| Q3 2024 | 24 | $84.1M |
| Q2 2024 | 17 | $72.0M |
| Q1 2024 | 10 | $90.8M |
| Q4 2023 | 9 | $65.2M |