MORGAN STANLEY ETF TRUST (CVSE)
Institutional ownership reported to the SEC as of Q3 2025, across 11 quarters.
9
Reporting holders
$2.1M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Mariner, LLC | $857.1K | 11,538 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $428.5K | 5,798 | 0.01% | 8q | +37.2%+$116.2K |
| Arbor Investment Advisors, LLC | $231.3K | 3,114 | 0.03% | 3q | -5.0%-$12.1K |
| JOURNEY STRATEGIC WEALTH LLC | $213.0K | 2,867 | 0.01% | 2q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $194.3K | 2,616 | 0.03% | 3q | -3.7%-$7.4K |
| Rossby Financial, LCC | $99.3K | 1,334 | 0.03% | 3q | HELD |
| PRINCIPAL SECURITIES, INC. | $32.5K | 437 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.2K | 43 | 0.00% | new | NEW |
| Allworth Financial LP | $3.0K | 41 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 9 | $2.1M | 27,788 | 2 | 1 | 2 | 0.0% |
| Q2 2025 | 10 | $1.9M | 26,623 | 2 | 1 | 1 | 0.0% |
| Q1 2025 | 10 | $12.8M | 198,200 | 6 | 1 | 2 | 0.0% |
| Q4 2024 | 4 | $17.2M | 253,357 | 2 | 1 | 1 | 0.0% |
| Q3 2024 | 3 | $17.4M | 254,608 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $26.5M | 412,260 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 3 | $77.3M | 1,214,262 | 0 | 3 | 0 | 0.0% |
| Q4 2023 | 4 | $46.2M | 817,613 | 2 | 2 | 0 | 0.0% |
| Q3 2023 | 2 | $20.4M | 400,495 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 2 | $21.6M | 400,235 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $20.2M | 400,000 | 1 | 0 | 0 | 0.0% |