MORGAN STANLEY ETF TRUST (CVMC)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
49
Reporting holders
$69.2M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| First Pacific Financial | $19.5M | 255,950 | 2.32% | 11q | +2.3%+$442.3K |
| EP Wealth Advisors, LLC | $8.8M | 116,055 | 0.03% | 2q | +5.6%+$469.8K |
| Financial Engines Advisors L.L.C. | $8.4M | 110,192 | 0.01% | 10q | -3.5%-$301.8K |
| GOLDMAN SACHS GROUP INC | $5.7M | 74,767 | 0.00% | new | NEW |
| TFC Financial Management, Inc. | $4.7M | 61,148 | 0.52% | new | NEW |
| North Berkeley Wealth Management, LLC | $4.0M | 52,819 | 1.63% | 3q | +38.0%+$1.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.9M | 37,798 | 0.00% | 5q | +13.0%+$330.3K |
| Joel Adams & Associates, Inc. | $2.3M | 29,926 | 1.46% | 4q | +16.3%+$319.6K |
| Ameritas Investment Partners, Inc. | $1.7M | 22,410 | 0.05% | 5q | +1.4%+$23.9K |
| Dynamic Advisor Solutions LLC | $1.3M | 16,471 | 0.04% | 3q | +5.6%+$66.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,945 | 0.00% | 8q | +20.1%+$190.1K |
| Creative Planning | $900.3K | 11,826 | 0.00% | 7q | HELD |
| Mason & Associates Inc | $898.2K | 11,798 | 0.15% | 3q | +2.9%+$25.2K |
| Archer Investment Management, LLC | $713.8K | 9,376 | 0.24% | 7q | -7.5%-$58.2K |
| Private Advisor Group, LLC | $691.8K | 9,087 | 0.00% | 9q | +51.2%+$234.3K |
| MORGAN STANLEY | $514.2K | 6,754 | 0.00% | 14q | -96.3%-$13.2M |
| LINCOLN CAPITAL CORP | $407.7K | 5,355 | 0.13% | new | NEW |
| BSW Wealth Partners | $361.9K | 4,754 | 0.04% | 4q | -1.8%-$6.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $357.6K | 4,697 | 0.02% | 2q | -15.4%-$65.1K |
| Horizon Investments, LLC | $357.6K | 4,697 | 0.00% | 2q | -57.6%-$485.6K |
| Mariner, LLC | $355.7K | 4,672 | 0.00% | 6q | +1.6%+$5.6K |
| Retirement Planning Group, LLC | $337.7K | 4,436 | 0.01% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $333.7K | 4,383 | 0.02% | 6q | -5.4%-$19.0K |
| MISSION WEALTH MANAGEMENT, LP | $324.5K | 4,263 | 0.00% | 2q | +10.9%+$32.0K |
| Per Stirling Capital Management, LLC. | $297.2K | 3,904 | 0.03% | 3q | HELD |
| HighTower Advisors, LLC | $271.6K | 3,568 | 0.00% | new | NEW |
| Collaborative Wealth Managment Inc. | $269.8K | 3,544 | 0.11% | 6q | HELD |
| Gemmer Asset Management LLC | $244.6K | 3,213 | 0.02% | 2q | HELD |
| LPL Financial LLC | $221.2K | 2,905 | 0.00% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $204.2K | 2,682 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $190.3K | 2,500 | 0.00% | 11q | +11.3%+$19.3K |
| VALLEY NATIONAL ADVISERS INC | $118.4K | 1,555 | 0.01% | 6q | -10.5%-$13.9K |
| AE Wealth Management LLC | $87.5K | 1,150 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $76.1K | 1,000 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $63.4K | 833 | 0.00% | 11q | -21.9%-$17.7K |
| Triumph Capital Management | $62.8K | 825 | 0.01% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $47.3K | 621 | 0.00% | 2q | -82.4%-$220.9K |
| Millstone Evans Group, LLC | $39.3K | 516 | 0.02% | 3q | HELD |
| CDKV HOLDINGS LLC | $36.2K | 476 | 0.03% | 3q | HELD |
| Milestone Investment Advisors LLC | $25.0K | 328 | 0.01% | new | NEW |
| Heritage Wealth Advisors | $16.7K | 220 | 0.00% | 6q | -11.3%-$2.1K |
| Godfrey Financial Associates, Inc. | $12.6K | 166 | 0.01% | new | NEW |
| Founders Financial Alliance, LLC | $9.1K | 119 | 0.00% | 4q | HELD |
| Aptus Capital Advisors, LLC | $7.6K | 100 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $6.0K | 79 | 0.00% | new | NEW |
| Rossby Financial, LCC | $5.9K | 78 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $4.3K | 57 | 0.00% | new | NEW |
| NATURAL INVESTMENTS, LLC | $2.5K | 33,504 | 0.56% | 3q | +6.8% |
| UBS Group AG | $1.7K | 22 | 0.00% | 2q | -92.1%-$19.6K |
| Geneos Wealth Management Inc. | $1.5K | 20 | 0.00% | 4q | HELD |
| Colorado Capital Management, Inc. | $284 | 3,736 | 0.10% | 12q | -25.9% |
| Summit Global Investments | $275 | 3,610 | 0.02% | new | NEW |
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 | 49 | $69.2M | 909,060 | 13 | 13 | 12 | 0.0% |
| Q1 2026 | 41 | $60.5M | 944,445 | 10 | 18 | 7 | 0.0% |
| Q4 2025 | 39 | $63.7M | 993,794 | 11 | 13 | 7 | 0.0% |
| Q3 2025 | 30 | $60.8M | 958,174 | 5 | 8 | 8 | 0.0% |
| Q2 2025 | 27 | $56.5M | 931,235 | 6 | 6 | 8 | 0.0% |
| Q1 2025 | 27 | $51.7M | 911,803 | 8 | 7 | 7 | 0.0% |
| Q4 2024 | 19 | $54.4M | 915,746 | 2 | 6 | 4 | 0.0% |
| Q3 2024 | 16 | $49.4M | 820,727 | 4 | 6 | 1 | 0.0% |
| Q2 2024 | 13 | $44.3M | 803,886 | 3 | 5 | 2 | 0.0% |
| Q1 2024 | 11 | $91.3M | 1,577,161 | 3 | 4 | 1 | 0.0% |
| Q4 2023 | 8 | $54.2M | 1,013,625 | 5 | 1 | 1 | 0.0% |
| Q3 2023 | 4 | $19.5M | 418,948 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $20.7M | 407,688 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $19.5M | 400,040 | 2 | 0 | 0 | 0.0% |