Who owns MORGAN STANLEY ETF TRUST?
- Ticker: CVIE
- CUSIP Number: 61774r106
Tip: Access positions for across all investors
Analyze quarterly positions in Morgan Stanley Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Morgan Stanley Etf Trust stock
Who bought or sold MORGAN STANLEY ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 797k | $68M | 1% | Jun 2026 |
|
| Sontag Advisory | 465k | $40M | 3% | Jun 2026 |
|
| Rossby Financial, LCC | 395k | $34M | 10% | Jun 2026 |
|
| Ameriprise Financial | 370k | $31M | 0% | Jun 2026 |
|
| Pensionmark Financial Group | 241k | $18M | 0% | Jun 2026 |
|
| EP Wealth Advisors | 171k | $15M | 0% | Jun 2026 |
|
| Apollon Wealth Management | 154k | $13M | 100% | Sep 2026 |
|
| North Berkeley Wealth Management | 116k | $9.9M | 27% | Jun 2026 |
|
| D. J. St. Germain | 106k | $9.0M | 0% | Jun 2026 |
|
| Raymond James Financial | 95k | $8.1M | 12% | Jun 2026 |
|
| Mercer Global Advisors | 88k | $7.5M | -1% | Jun 2026 |
|
| Modern Wealth Management | 81k | $6.9M | 33% | Jun 2026 |
|
| Susquehanna International | 78k | $6.6M | 100% | Jun 2026 |
|
| Tompkins Financial Corp | 71k | $5.9M | 2% | Sep 2026 |
|
| Gateway Wealth Partners | 68k | $5.8M | -46% | Jun 2026 |
|
| We Are One Seven | 58k | $4.8M | -4% | Sep 2026 |
|
| Northwestern Mutual Wealth Management Company | 56k | $4.7M | 8% | Jun 2026 |
|
| Colony | 51k | $4.3M | 86% | Jun 2026 |
|
| Seeds Investor | 45k | $3.9M | 39% | Jun 2026 |
|
| Financial Insights | 37k | $3.1M | 16% | Sep 2026 |
|
| Beacon Pointe Advisors | 31k | $2.6M | 2% | Jun 2026 |
|
| AI Financial Services | 27k | $2.3M | 42% | Sep 2026 |
|
| PFG Investments | 27k | $2.3M | 381% | Jun 2026 |
|
| Evolve Private Wealth | 25k | $2.2M | -2% | Jun 2026 |
|
| Mountain Capital Investment Advisors | 22k | $1.9M | 100% | Jun 2026 |
|
| Wealthgarden F.s | 22k | $1.9M | 3% | Jun 2026 |
|
| Private Advisor | 20k | $1.7M | 37% | Jun 2026 |
|
| Envestnet Asset Management | 19k | $1.7M | 425% | Jun 2026 |
|
| CLS Investments | 19k | $1.6M | -2% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 17k | $1.5M | -16% | Jun 2026 |
|
| Kestra Advisory Services | 17k | $1.4M | 6% | Jun 2026 |
|
| Plum Street Advisors | 16k | $1.4M | 4% | Jun 2026 |
|
| Cetera Investment Advisers | 16k | $1.4M | 229% | Jun 2026 |
|
| Creative Planning | 16k | $1.3M | -11% | Jun 2026 |
|
| Harbour Investments | 13k | $1.1M | 3% | Jun 2026 |
|
| Personal Resources Investment & Strategic Management | 12k | $970k | 100% | Sep 2026 |
|
| Advisor Group Holdings | 12k | $992k | -6% | Jun 2026 |
|
| Jane Street | 11k | $893k | -95% | Jun 2026 |
|
| Financial Engines Advisors L.L.C | 9.6k | $814k | 2% | Jun 2026 |
|
| Basso Capital Management | 8.2k | $679k | 0% | Sep 2026 |
|
| Kondo Wealth Advisors | 7.9k | $657k | -2% | Sep 2026 |
|
| Midwest Financial Network | 7.8k | $652k | 100% | Sep 2026 |
|
| Mutual Advisors | 7.6k | $650k | 23% | Jun 2026 |
|
| Sequoia Financial Advisors | 7.6k | $645k | 100% | Jun 2026 |
|
| Per Stirling Capital Management | 7.4k | $628k | -6% | Jun 2026 |
|
| Stifel Financial | 7.2k | $615k | 1% | Jun 2026 |
|
| Mariner Wealth Advisors | 7.1k | $603k | -4% | Jun 2026 |
|
| Archer Investment Management | 7.0k | $582k | 0% | Sep 2026 |
|
| Montecito Bank & Trust | 6.7k | $556k | 171% | Sep 2026 |
|
| Bensler | 6.4k | $543k | 100% | Jun 2026 |
|
| Kingswood Wealth Advisors | 6.1k | $506k | 100% | Sep 2026 |
|
| Perigon Wealth Management | 6.0k | $500k | 137% | Sep 2026 |
|
| Focus Financial Network | 6.0k | $497k | 100% | Sep 2026 |
|
| Betterment | 5.8k | $496k | 100% | Jun 2026 |
|
| WNY Asset Management | 5.7k | $484k | 5% | Jun 2026 |
|
| RW Investment Management | 5.6k | $473k | 9% | Jun 2026 |
|
| LPL Financial | 4.5k | $383k | -3% | Jun 2026 |
|
| Bond & Devick Financial Network | 4.5k | $370k | 2% | Sep 2026 |
|
| Geneos Wealth Management | 4.0k | $343k | 0% | Jun 2026 |
|
| Ironwood Investment Counsel | 4.0k | $340k | 0% | Jun 2026 |
|
| Scott Capital Advisors | 3.9k | $323k | 31% | Sep 2026 |
|
| First Affirmative Financial Network | 3.6k | $299k | 100% | Sep 2026 |
|
| Conrad Siegel Investment Advisors | 3.4k | $280k | 0% | Sep 2026 |
|
| Lincoln Capital | 3.3k | $274k | 0% | Sep 2026 |
|
| Sanctuary Advisors | 3.2k | $273k | -37% | Jun 2026 |
|
| Laird Norton Tyee Trust | 2.9k | $248k | 0% | Jun 2026 |
|
| Hunter Associates | 2.9k | $238k | 100% | Sep 2026 |
|
| Collaborative Wealth Managment | 2.8k | $240k | 0% | Jun 2026 |
|
| Paradigm, Strategies in Wealth Management | 2.6k | $218k | 0% | Sep 2026 |
|
| Principal Securities | 2.6k | $220k | 100% | Jun 2026 |
|
| Westview Management dba Westview Investment Advisors | 2.4k | $207k | 100% | Jun 2026 |
|
| Aaron Wealth Advisors | 2.4k | $201k | 0% | Sep 2026 |
|
| Natural Investments | 2.4k | $204k | -32% | Jun 2026 |
|
| First Pacific Financial | 2.2k | $185k | 0% | Sep 2026 |
|
| TFC Financial Management | 2.1k | $179k | 0% | Sep 2026 |
|
| Evermay Wealth Management | 1.3k | $114k | 0% | Jun 2026 |
|
| Ashton Thomas Private Wealth | 1.1k | $91k | 100% | Jun 2026 |
|
| Spire Wealth Management | 805.00 | $67k | 0% | Sep 2026 |
|
| Harbor Investment Advisory | 799.00 | $66k | 0% | Sep 2026 |
|
| Smartleaf Asset Management | 721.00 | $61k | 0% | Jun 2026 |
|
| Timmons Wealth Management | 643.00 | $55k | 1% | Jun 2026 |
|
| Sunrise Financial Services | 396.00 | $33k | 0% | Sep 2026 |
|
| FMR | 280.00 | $24k | -3% | Jun 2026 |
|
| Ameritas Advisory Services | 148.00 | $13k | 100% | Jun 2026 |
|
| Silver Grove Financial Group | 146.00 | $12k | 100% | Jun 2026 |
|
| Fifth Third Bancorp | 121.00 | $10k | 0% | Jun 2026 |
|
| Founders Financial Alliance | 113.00 | $9.6k | 0% | Jun 2026 |
|
| Jpmorgan Chase & Co | 53.00 | $4.5k | 100% | Jun 2026 |
|
| Aptus Capital Advisors | 50.00 | $4.3k | 0% | Jun 2026 |
|
| Key FInancial | 32.00 | $2.7k | 100% | Jun 2026 |
|
| Action Point Financial Planning | 26.00 | $2.2k | 100% | Jun 2026 |
|
| BFC Planning | 15.00 | $1.3k | -50% | Jun 2026 |
|
Who sold out of Morgan Stanley Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 76k | $5.5M |
| Strategic Financial Planning | Mar 2026 | 66k | $2.0M |
| Goldman Sachs Group | Mar 2026 | 19k | $1.4M |
| Flow Traders US | Mar 2026 | 19k | $1.3M |
| Sigma Planning | Jun 2026 | 12k | $1.0M |
| Gts Securities | Mar 2026 | 5.2k | $378k |
| Buckingham Strategic Partners | Mar 2026 | 3.0k | $216k |
| Atria Investments | Jun 2026 | 2.8k | $238k |
| Gibson Capital | Jun 2026 | 2.5k | $214k |
| Golden State Equity Partners | Mar 2026 | 1.6k | $116k |
| Royal Bank of Canada | Mar 2026 | 367.00 | $27k |
| Cornerstone Planning Group | Jun 2026 | 236.00 | $20k |
| MCF Advisors | Jun 2026 | 34.00 | $2.9k |