CVIE institutional holders

MORGAN STANLEY ETF TRUST · 13F, 2026Q2

Managers holding90
Shares held4,046,785
Reported value$341.4m
Quarter flows24 new, 32 added, 19 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
COMMONWEALTH EQUITY SERVICES, LLC797,392$67.8m0.1%
Wealthspire Advisors, LLC464,924$39.5m0.2%
Rossby Financial, LCC395,225$33.6m6.1%
AMERIPRISE FINANCIAL INC369,688$31.4m0.0%
World Investment Advisors241,077$17.5m0.3%
EP Wealth Advisors, LLC171,263$14.6m0.1%
MORGAN STANLEY146,612$12.5m0.0%
North Berkeley Wealth Management, LLC116,086$9.9m4.0%
ST GERMAIN D J CO INC105,970$9.0m0.3%
RAYMOND JAMES FINANCIAL INC94,816$8.1m0.0%
MERCER GLOBAL ADVISORS INC /ADV88,043$7.5m0.0%
Modern Wealth Management, LLC80,620$6.9m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP78,162$6.6m0.0%
TOMPKINS FINANCIAL CORP69,588$5.9m0.4%
Gateway Wealth Partners, LLC68,233$5.8m0.3%
MGO ONE SEVEN LLC60,733$5.2m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO55,532$4.7m0.0%
Focus Partners Wealth50,630$4.3m0.0%
SEEDS INVESTOR LLC45,308$3.9m0.4%
Cambridge Investment Research Advisors, Inc.34,818$3.0m0.0%
Financial Insights, Inc.31,990$2.7m0.7%
Beacon Pointe Advisors, LLC30,568$2.6m0.0%
PFG Investments, LLC26,622$2.3m0.1%
EVOLVE PRIVATE WEALTH, LLC25,304$2.2m0.1%
Mountain Capital Investment Advisors Inc.22,323$1.9m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CVIE"). CVIE price history · All 13F data

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