MORGAN STANLEY ETF TRUST (CVIE)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
87
Reporting holders
$342.5M
Reported value
0.0%
Held as options
+13
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 797,392 | 0.09% | 14q | +0.9%+$624.3K |
| Wealthspire Advisors, LLC | $39.5M | 464,924 | 0.22% | 5q | +3.1%+$1.2M |
| Rossby Financial, LCC | $33.6M | 395,225 | 6.14% | 6q | +9.6%+$2.9M |
| AMERIPRISE FINANCIAL INC | $31.4M | 369,688 | 0.01% | 8q | -49.9%-$31.3M |
| World Investment Advisors | $17.5M | 241,077 | 0.29% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $15.0M | 176,086 | 0.01% | 4q | +98.1%+$7.4M |
| EP Wealth Advisors, LLC | $14.6M | 171,263 | 0.06% | 8q | HELD |
| MORGAN STANLEY | $12.5M | 146,612 | 0.00% | 14q | +53.2%+$4.3M |
| North Berkeley Wealth Management, LLC | $9.9M | 116,086 | 3.99% | 3q | +26.8%+$2.1M |
| ST GERMAIN D J CO INC | $9.0M | 105,970 | 0.32% | 9q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.1M | 94,816 | 0.00% | 7q | +11.6%+$838.2K |
| Modern Wealth Management, LLC | $6.9M | 80,620 | 0.08% | 5q | +32.8%+$1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 78,162 | 0.00% | new | NEW |
| TOMPKINS FINANCIAL CORP | $5.9M | 69,588 | 0.41% | new | NEW |
| Gateway Wealth Partners, LLC | $5.8M | 68,233 | 0.35% | 5q | -46.2%-$5.0M |
| MGO ONE SEVEN LLC | $5.2M | 60,733 | 0.09% | 3q | -2.6%-$137.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 55,532 | 0.00% | 7q | +7.9%+$345.3K |
| Focus Partners Wealth | $4.3M | 50,630 | 0.00% | 6q | +86.2%+$2.0M |
| SEEDS INVESTOR LLC | $3.9M | 45,308 | 0.40% | 2q | +39.3%+$1.1M |
| Beacon Pointe Advisors, LLC | $2.6M | 30,568 | 0.01% | 2q | +2.0%+$51.8K |
| PFG Investments, LLC | $2.3M | 26,622 | 0.09% | 3q | +381.1%+$1.8M |
| EVOLVE PRIVATE WEALTH, LLC | $2.2M | 25,304 | 0.13% | 3q | -1.6%-$35.0K |
| Mountain Capital Investment Advisors Inc. | $1.9M | 22,323 | 0.27% | new | NEW |
| WEALTHGARDEN F.S. LLC | $1.9M | 22,274 | 1.07% | 9q | +2.5%+$46.5K |
| Private Advisor Group, LLC | $1.7M | 20,250 | 0.01% | 2q | +37.4%+$468.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 19,413 | 0.00% | 3q | +424.8%+$1.3M |
| A&I FINANCIAL SERVICES, LLC | $1.6M | 19,287 | 0.71% | 7q | -3.3%-$56.1K |
| Orion Porfolio Solutions, LLC | $1.6M | 18,983 | 0.01% | 4q | -1.8%-$30.3K |
| Kestra Advisory Services, LLC | $1.4M | 16,978 | 0.00% | 4q | +6.4%+$86.7K |
| Plum Street Advisors, LLC | $1.4M | 16,363 | 0.44% | 7q | +4.2%+$55.5K |
| Cetera Investment Advisers | $1.4M | 15,948 | 0.00% | 4q | +228.6%+$943.3K |
| Creative Planning | $1.3M | 15,829 | 0.00% | 7q | -11.4%-$172.7K |
| HARBOUR INVESTMENTS, INC. | $1.1M | 12,863 | 0.01% | 9q | +3.2%+$33.5K |
| Sigma Planning Corp | $1.0M | 11,984 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $991.4K | 11,661 | 0.00% | 9q | -6.3%-$66.2K |
| JANE STREET GROUP, LLC | $893.1K | 10,505 | 0.00% | 3q | -94.7%-$16.1M |
| Financial Engines Advisors L.L.C. | $814.3K | 9,579 | 0.00% | 10q | +2.2%+$17.9K |
| BASSO CAPITAL MANAGEMENT, L.P. | $694.4K | 8,168 | 0.15% | new | NEW |
| Kondo Wealth Advisors, Inc. | $683.5K | 8,039 | 0.23% | 7q | -14.8%-$118.4K |
| Mutual Advisors, LLC | $650.3K | 7,649 | 0.01% | 3q | +23.2%+$122.4K |
| Sequoia Financial Advisors, LLC | $644.5K | 7,581 | 0.00% | new | NEW |
| Per Stirling Capital Management, LLC. | $627.7K | 7,384 | 0.06% | 9q | -6.1%-$40.5K |
| STIFEL FINANCIAL CORP | $615.4K | 7,239 | 0.00% | 2q | +1.3%+$8.2K |
| Mariner, LLC | $603.3K | 7,097 | 0.00% | 7q | -3.8%-$23.8K |
| Archer Investment Management, LLC | $598.1K | 7,035 | 0.20% | 7q | -14.9%-$104.7K |
| Bensler, LLC | $543.1K | 6,389 | 0.05% | new | NEW |
| WNY Asset Management, LLC | $484.3K | 5,697 | 0.04% | 2q | +5.3%+$24.5K |
| RW Investment Management LLC | $472.8K | 5,562 | 0.04% | 7q | +8.5%+$37.2K |
| LPL Financial LLC | $383.2K | 4,507 | 0.00% | 2q | -3.3%-$13.1K |
| Bond & Devick Financial Network, Inc. | $371.3K | 4,368 | 0.09% | new | NEW |
| Geneos Wealth Management Inc. | $342.8K | 4,032 | 0.01% | 7q | HELD |
| Ironwood Investment Counsel, LLC | $340.1K | 4,000 | 0.04% | 11q | HELD |
| &PARTNERS | $326.4K | 0 | 0.00% | new | NEW |
| Conrad Siegel Investment Advisors, Inc. | $285.7K | 3,361 | 0.05% | 2q | -5.8%-$17.7K |
| LINCOLN CAPITAL CORP | $280.4K | 3,298 | 0.09% | 4q | HELD |
| Sanctuary Advisors, LLC | $272.9K | 3,210 | 0.00% | 2q | -37.5%-$163.5K |
| Scott Capital Advisors, LLC | $253.8K | 2,986 | 0.04% | new | NEW |
| Laird Norton Wetherby Trust Company, LLC | $248.3K | 2,921 | 0.00% | 2q | HELD |
| Collaborative Wealth Managment Inc. | $240.2K | 2,826 | 0.10% | 4q | HELD |
| Atria Investments, Inc | $238.1K | 2,801 | 0.00% | new | NEW |
| Paradigm, Strategies in Wealth Management, LLC | $223.1K | 2,624 | 0.14% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $219.5K | 2,582 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $215.8K | 2,539 | 0.00% | new | NEW |
| Gibson Capital, LLC | $213.6K | 2,512 | 0.04% | new | NEW |
| Montecito Bank & Trust | $209.7K | 2,467 | 0.03% | new | NEW |
| Westview Management dba Westview Investment Advisors | $206.8K | 2,432 | 0.10% | new | NEW |
| Aaron Wealth Advisors LLC | $205.2K | 2,414 | 0.01% | new | NEW |
| First Pacific Financial | $188.8K | 2,221 | 0.02% | 3q | +80.0%+$83.9K |
| TFC Financial Management, Inc. | $182.5K | 2,146 | 0.02% | 9q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $113.9K | 1,340 | 0.01% | 8q | HELD |
| Ashton Thomas Private Wealth, LLC | $91.3K | 1,074 | 0.00% | new | NEW |
| Spire Wealth Management | $68.4K | 805 | 0.00% | 6q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $67.9K | 799 | 0.00% | 5q | HELD |
| Smartleaf Asset Management LLC | $60.8K | 721 | 0.00% | 2q | HELD |
| Timmons Wealth Management, LLC | $54.7K | 643 | 0.04% | 3q | +0.9% |
| Sunrise Financial Services, LLC | $33.7K | 396 | 0.02% | 3q | HELD |
| FMR LLC | $23.8K | 280 | 0.00% | 6q | -2.8% |
| Cornerstone Planning Group LLC | $19.6K | 236 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $12.6K | 148 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $12.4K | 146 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $10.3K | 121 | 0.00% | 2q | HELD |
| Founders Financial Alliance, LLC | $9.6K | 113 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $4.5K | 53 | 0.00% | 2q | +103.8%+$2.3K |
| Aptus Capital Advisors, LLC | $4.3K | 50 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.0K | 34,818 | 0.00% | 6q | +68.9%+$1.2K |
| MCF Advisors LLC | $2.9K | 34 | 0.00% | 2q | HELD |
| Key Financial Inc | $2.7K | 32 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $2.2K | 26 | 0.00% | new | NEW |
| Betterment LLC | $496 | 5,835 | 0.00% | new | NEW |
| NATURAL INVESTMENTS, LLC | $204 | 2,402 | 0.04% | 4q | -32.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 87 | $342.5M | 4,059,783 | 24 | 28 | 17 | 0.0% |
| Q1 2026 | 74 | $313.0M | 4,334,887 | 19 | 33 | 13 | 0.0% |
| Q4 2025 | 57 | $238.9M | 3,349,318 | 10 | 27 | 8 | 0.0% |
| Q3 2025 | 46 | $142.8M | 2,089,610 | 9 | 19 | 7 | 0.0% |
| Q2 2025 | 41 | $107.0M | 1,644,117 | 7 | 18 | 7 | 0.0% |
| Q1 2025 | 34 | $67.8M | 1,167,618 | 7 | 16 | 6 | 0.0% |
| Q4 2024 | 29 | $35.6M | 643,263 | 6 | 9 | 5 | 0.0% |
| Q3 2024 | 23 | $45.1M | 755,364 | 9 | 6 | 4 | 0.0% |
| Q2 2024 | 15 | $35.4M | 628,221 | 8 | 3 | 2 | 0.0% |
| Q1 2024 | 7 | $53.9M | 945,651 | 2 | 3 | 1 | 0.0% |
| Q4 2023 | 6 | $36.2M | 673,668 | 2 | 3 | 1 | 0.0% |
| Q3 2023 | 4 | $21.3M | 439,620 | 0 | 3 | 0 | 0.0% |
| Q2 2023 | 5 | $19.0M | 368,574 | 1 | 2 | 2 | 0.0% |
| Q1 2023 | 5 | $22.2M | 445,097 | 5 | 0 | 0 | 0.0% |