CVSB institutional holders

MORGAN STANLEY ETF TRUST · 13F, 2026Q2

Managers holding49
Shares held3,391,389
Reported value$171.7m
Quarter flows12 new, 19 added, 12 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY2,265,063$114.7m0.0%
LPL Financial LLC274,024$13.9m0.0%
Pathstone Holdings, LLC126,194$6.4m0.0%
Moran Wealth Management, LLC106,784$5.4m0.1%
Private Advisor Group, LLC75,202$3.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC65,514$3.3m0.0%
Valley Financial Group, Inc.55,066$2.8m1.4%
Perigon Wealth Management, LLC35,131$1.8m0.0%
Betterment LLC33,537$1.7m0.0%
Rossby Financial, LCC31,179$1.6m0.3%
PFG Investments, LLC27,986$1.4m0.1%
OSAIC HOLDINGS, INC.25,403$1.3m0.0%
Dynamic Advisor Solutions LLC25,370$1.3m0.0%
Mason & Associates Inc19,445$984,6950.2%
Cambridge Investment Research Advisors, Inc.17,974$910,0000.0%
Prism Advisors, Inc.17,652$893,8970.2%
DeDora Capital, Inc.12,912$653,8640.1%
Cetera Investment Advisers12,268$621,2520.0%
NATURAL INVESTMENTS, LLC11,242$569,0000.1%
Kingsview Wealth Management, LLC10,928$553,3940.0%
ROBINSON SMITH WEALTH ADVISORS LLC10,116$512,2740.3%
Sunrise Financial Services, LLC10,108$511,8690.3%
Ameritas Investment Partners, Inc.9,531$482,6650.0%
Arkadios Wealth Advisors8,374$424,0520.0%
RW Investment Management LLC8,131$411,7540.0%

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

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