CVLC institutional holders

MORGAN STANLEY ETF TRUST · 13F, 2026Q2

Managers holding90
Shares held6,656,613
Reported value$628.8m
Quarter flows22 new, 32 added, 23 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
State Insurance Fund2,697,658$254.8m100.0%
Wealthspire Advisors, LLC782,924$74.0m0.4%
COMMONWEALTH EQUITY SERVICES, LLC559,274$52.8m0.1%
AMERIPRISE FINANCIAL INC290,896$27.5m0.0%
Rossby Financial, LCC242,957$23.0m4.2%
MERCER GLOBAL ADVISORS INC /ADV216,862$20.5m0.0%
Focus Partners Wealth166,892$15.8m0.0%
OGOREK ANTHONY JOSEPH /NY/ /ADV149,517$14.1m3.5%
EP Wealth Advisors, LLC128,417$12.1m0.0%
Joel Adams & Associates, Inc.126,566$12.0m7.7%
RAYMOND JAMES FINANCIAL INC119,837$11.3m0.0%
North Berkeley Wealth Management, LLC102,411$9.7m3.9%
Modern Wealth Management, LLC91,211$8.6m0.1%
Global Endowment Management, LP76,392$7.2m0.7%
Riverwater Partners LLC62,483$5.9m1.8%
Fiduciary Trust Co50,735$4.8m0.1%
Westfuller Advisors, LLC50,220$4.7m1.7%
Creative Planning49,887$4.7m0.0%
Atria Investments, Inc45,020$4.3m0.0%
GOLDMAN SACHS GROUP INC40,580$3.8m0.0%
TRILLIUM ASSET MANAGEMENT, LLC36,595$3.5m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO36,322$3.4m0.0%
HighTower Advisors, LLC35,930$3.4m0.0%
Beacon Pointe Advisors, LLC31,911$3.0m0.0%
Fulcrum Capital LLC27,019$2.6m0.5%

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

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