MORGAN STANLEY ETF TRUST (CVSB)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
46
Reporting holders
$168.6M
Reported value
0.0%
Held as options
+7
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $114.7M | 2,265,063 | 0.01% | 14q | +2.5%+$2.8M |
| LPL Financial LLC | $13.9M | 274,024 | 0.00% | 9q | +4.2%+$559.1K |
| Pathstone Holdings, LLC | $6.4M | 126,194 | 0.02% | 7q | HELD |
| Moran Wealth Management, LLC | $5.4M | 106,784 | 0.15% | new | NEW |
| Private Advisor Group, LLC | $3.8M | 75,202 | 0.02% | 7q | -53.2%-$4.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 65,514 | 0.00% | 12q | +2.5%+$80.8K |
| Valley Financial Group, Inc. | $2.8M | 55,066 | 1.38% | 11q | -3.9%-$113.5K |
| Perigon Wealth Management, LLC | $1.8M | 35,131 | 0.03% | new | NEW |
| Rossby Financial, LCC | $1.6M | 31,179 | 0.29% | 6q | +35.1%+$410.3K |
| PFG Investments, LLC | $1.4M | 27,986 | 0.05% | 6q | +123.6%+$783.4K |
| OSAIC HOLDINGS, INC. | $1.3M | 25,403 | 0.00% | 6q | +12.6%+$143.5K |
| Dynamic Advisor Solutions LLC | $1.3M | 25,370 | 0.04% | 7q | +5.8%+$70.7K |
| Mason & Associates Inc | $984.7K | 19,445 | 0.16% | 3q | -20.7%-$257.1K |
| Prism Advisors, Inc. | $893.9K | 17,652 | 0.22% | 12q | +1.9%+$16.3K |
| DeDora Capital, Inc. | $653.9K | 12,912 | 0.14% | 2q | +3.1%+$19.7K |
| Cetera Investment Advisers | $621.3K | 12,268 | 0.00% | 10q | +16.7%+$89.0K |
| Kingsview Wealth Management, LLC | $553.4K | 10,928 | 0.01% | 2q | -3.2%-$18.3K |
| ROBINSON SMITH WEALTH ADVISORS LLC | $512.3K | 10,116 | 0.31% | 4q | -2.0%-$10.5K |
| Sunrise Financial Services, LLC | $511.9K | 10,108 | 0.30% | 3q | -4.4%-$23.4K |
| Ameritas Investment Partners, Inc. | $482.7K | 9,531 | 0.01% | 5q | +7.5%+$33.6K |
| Arkadios Wealth Advisors | $424.1K | 8,374 | 0.01% | 4q | +0.6%+$2.7K |
| RW Investment Management LLC | $411.8K | 8,131 | 0.04% | 2q | -39.7%-$270.8K |
| Kestra Advisory Services, LLC | $403.5K | 7,968 | 0.00% | new | NEW |
| Secure Asset Management, LLC | $369.3K | 7,292 | 0.05% | 6q | -1.6%-$5.8K |
| Global Retirement Partners, LLC | $363.5K | 7,179 | 0.01% | 5q | -17.1%-$75.3K |
| Gemmer Asset Management LLC | $355.6K | 7,023 | 0.02% | 5q | +1.0%+$3.6K |
| GOLDMAN SACHS GROUP INC | $354.6K | 7,003 | 0.00% | 4q | -95.0%-$6.8M |
| ENVESTNET ASSET MANAGEMENT INC | $350.8K | 6,927 | 0.00% | 2q | +9.1%+$29.2K |
| Apollon Wealth Management, LLC | $329.3K | 6,502 | 0.00% | 3q | +0.6%+$2.0K |
| Focus Partners Wealth | $285.3K | 5,633 | 0.00% | 2q | -3.4%-$10.0K |
| CITADEL ADVISORS LLC | $274.7K | 5,424 | 0.00% | new | NEW |
| Brookwood Investment Group LLC | $235.2K | 4,644 | 0.03% | 6q | HELD |
| Riverwater Partners LLC | $233.0K | 4,602 | 0.07% | 4q | -5.3%-$12.9K |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | $224.3K | 4,430 | 0.17% | new | NEW |
| Ethos Financial Group, LLC | $223.4K | 4,398 | 0.01% | new | NEW |
| Gladstone Institutional Advisory LLC | $219.4K | 4,332 | 0.01% | 7q | HELD |
| TECTONIC ADVISORS LLC | $206.5K | 4,078 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $150.7K | 2,975 | 0.00% | 7q | +5.3%+$7.5K |
| NewEdge Advisors, LLC | $103.9K | 2,052 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $99.4K | 1,962 | 0.01% | new | NEW |
| TFC Financial Management, Inc. | $39.5K | 781 | 0.00% | 7q | -14.3%-$6.6K |
| Smartleaf Asset Management LLC | $15.5K | 305 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $14.0K | 276 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $10.1K | 200 | 0.00% | 2q | HELD |
| Godfrey Financial Associates, Inc. | $7.6K | 151 | 0.01% | 3q | HELD |
| UBS Group AG | $6.0K | 118 | 0.00% | new | NEW |
| Betterment LLC | $1.7K | 33,537 | 0.00% | 6q | +2.6% |
| Cambridge Investment Research Advisors, Inc. | $910 | 17,974 | 0.00% | 8q | +2.8% |
| NATURAL INVESTMENTS, LLC | $569 | 11,242 | 0.12% | 3q | +11.6% |
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 | 46 | $168.6M | 3,328,636 | 11 | 16 | 13 | 0.0% |
| Q1 2026 | 39 | $169.0M | 3,363,829 | 11 | 17 | 4 | 0.0% |
| Q4 2025 | 33 | $149.9M | 2,952,776 | 5 | 19 | 6 | 0.0% |
| Q3 2025 | 34 | $156.5M | 3,085,205 | 8 | 19 | 4 | 0.0% |
| Q2 2025 | 31 | $145.8M | 2,878,119 | 7 | 10 | 9 | 0.0% |
| Q1 2025 | 26 | $158.6M | 3,134,728 | 7 | 8 | 7 | 0.0% |
| Q4 2024 | 22 | $188.6M | 3,719,179 | 11 | 6 | 4 | 0.0% |
| Q3 2024 | 13 | $78.5M | 1,548,169 | 3 | 8 | 1 | 0.0% |
| Q2 2024 | 11 | $42.0M | 833,697 | 5 | 3 | 2 | 0.0% |
| Q1 2024 | 8 | $76.6M | 1,521,814 | 2 | 3 | 1 | 0.0% |
| Q4 2023 | 10 | $56.3M | 1,119,947 | 2 | 3 | 4 | 0.0% |
| Q3 2023 | 7 | $24.9M | 497,432 | 3 | 3 | 0 | 0.0% |
| Q2 2023 | 4 | $22.2M | 444,662 | 2 | 1 | 0 | 0.0% |
| Q1 2023 | 4 | $20.3M | 407,011 | 4 | 0 | 0 | 0.0% |