Who owns MORGAN STANLEY ETF TRUST?
- Ticker: CVIE
- CUSIP Number: 61774r106
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Analyze quarterly positions in Morgan Stanley Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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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 |
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| Sontag Advisory | 465k | $40M | 3% | Jun 2026 |
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| Rossby Financial, LCC | 395k | $34M | 10% | Jun 2026 |
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| Ameriprise Financial | 370k | $31M | 0% | Jun 2026 |
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| Pensionmark Financial Group | 241k | $18M | 0% | Jun 2026 |
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| EP Wealth Advisors | 171k | $15M | 0% | Jun 2026 |
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| North Berkeley Wealth Management | 116k | $9.9M | 27% | Jun 2026 |
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| D. J. St. Germain | 106k | $9.0M | 0% | Jun 2026 |
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| Morgan Stanley | 96k | $7.0M | 307% | Mar 2026 |
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| Raymond James Financial | 95k | $8.1M | 12% | Jun 2026 |
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| Mercer Global Advisors | 88k | $7.5M | -1% | Jun 2026 |
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| Modern Wealth Management | 81k | $6.9M | 33% | Jun 2026 |
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| Susquehanna International | 78k | $6.6M | 100% | Jun 2026 |
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| Tompkins Financial Corp | 70k | $5.9M | 100% | Jun 2026 |
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| Gateway Wealth Partners | 68k | $5.8M | -46% | Jun 2026 |
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| We Are One Seven | 61k | $5.2M | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 56k | $4.7M | 8% | Jun 2026 |
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| Colony | 51k | $4.3M | 86% | Jun 2026 |
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| Seeds Investor | 45k | $3.9M | 39% | Jun 2026 |
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| Financial Insights | 32k | $2.7M | -1% | Jun 2026 |
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| Beacon Pointe Advisors | 31k | $2.6M | 2% | Jun 2026 |
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| PFG Investments | 27k | $2.3M | 381% | Jun 2026 |
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| Evolve Private Wealth | 25k | $2.2M | -2% | Jun 2026 |
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| Mountain Capital Investment Advisors | 22k | $1.9M | 100% | Jun 2026 |
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| Wealthgarden F.s | 22k | $1.9M | 3% | Jun 2026 |
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| Private Advisor | 20k | $1.7M | 37% | Jun 2026 |
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| Envestnet Asset Management | 19k | $1.7M | 425% | Jun 2026 |
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| AI Financial Services | 19k | $1.6M | -3% | Jun 2026 |
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| CLS Investments | 19k | $1.6M | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 17k | $1.5M | -16% | Jun 2026 |
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| Kestra Advisory Services | 17k | $1.4M | 6% | Jun 2026 |
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| Plum Street Advisors | 16k | $1.4M | 4% | Jun 2026 |
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| Cetera Investment Advisers | 16k | $1.4M | 229% | Jun 2026 |
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| Creative Planning | 16k | $1.3M | -11% | Jun 2026 |
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| CWM | 14k | $1.0M | 12% | Mar 2026 |
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| Harbour Investments | 13k | $1.1M | 3% | Jun 2026 |
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| Sandbox Financial Partners | 12k | $885k | 38% | Mar 2026 |
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| Sigma Planning | 12k | $1.0M | 100% | Jun 2026 |
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| Advisor Group Holdings | 12k | $992k | -6% | Jun 2026 |
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| Jane Street | 11k | $893k | -95% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 9.6k | $814k | 2% | Jun 2026 |
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| Basso Capital Management | 8.2k | $694k | 100% | Jun 2026 |
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| Kondo Wealth Advisors | 8.0k | $684k | -15% | Jun 2026 |
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| Mutual Advisors | 7.6k | $650k | 23% | Jun 2026 |
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| Sequoia Financial Advisors | 7.6k | $645k | 100% | Jun 2026 |
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| Per Stirling Capital Management | 7.4k | $628k | -6% | Jun 2026 |
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| Stifel Financial | 7.2k | $615k | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 7.1k | $603k | -4% | Jun 2026 |
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| Archer Investment Management | 7.0k | $598k | -15% | Jun 2026 |
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| Bensler | 6.4k | $543k | 100% | Jun 2026 |
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| Betterment | 5.8k | $496k | 100% | Jun 2026 |
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| WNY Asset Management | 5.7k | $484k | 5% | Jun 2026 |
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| RW Investment Management | 5.6k | $473k | 9% | Jun 2026 |
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| LPL Financial | 4.5k | $383k | -3% | Jun 2026 |
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| Bond & Devick Financial Network | 4.4k | $371k | 100% | Jun 2026 |
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| Geneos Wealth Management | 4.0k | $343k | 0% | Jun 2026 |
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| Ironwood Investment Counsel | 4.0k | $340k | 0% | Jun 2026 |
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| Conrad Siegel Investment Advisors | 3.4k | $286k | -6% | Jun 2026 |
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| Lincoln Capital | 3.3k | $280k | 0% | Jun 2026 |
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| Sanctuary Advisors | 3.2k | $273k | -37% | Jun 2026 |
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| Scott Capital Advisors | 3.0k | $254k | 100% | Jun 2026 |
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| Laird Norton Tyee Trust | 2.9k | $248k | 0% | Jun 2026 |
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| Collaborative Wealth Managment | 2.8k | $240k | 0% | Jun 2026 |
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| Atria Investments | 2.8k | $238k | 100% | Jun 2026 |
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| Paradigm, Strategies in Wealth Management | 2.6k | $223k | 100% | Jun 2026 |
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| Principal Securities | 2.6k | $220k | 100% | Jun 2026 |
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| Perigon Wealth Management | 2.5k | $216k | 100% | Jun 2026 |
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| Gibson Capital | 2.5k | $214k | 100% | Jun 2026 |
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| Montecito Bank & Trust | 2.5k | $210k | 100% | Jun 2026 |
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| Westview Management dba Westview Investment Advisors | 2.4k | $207k | 100% | Jun 2026 |
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| Aaron Wealth Advisors | 2.4k | $205k | 100% | Jun 2026 |
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| Natural Investments | 2.4k | $204k | -32% | Jun 2026 |
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| First Pacific Financial | 2.2k | $189k | 80% | Jun 2026 |
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| TFC Financial Management | 2.1k | $183k | 0% | Jun 2026 |
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| Evermay Wealth Management | 1.3k | $114k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 1.1k | $91k | 100% | Jun 2026 |
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| Spire Wealth Management | 805.00 | $68k | 0% | Jun 2026 |
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| Harbor Investment Advisory | 799.00 | $68k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 721.00 | $61k | 0% | Jun 2026 |
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| Timmons Wealth Management | 643.00 | $55k | 1% | Jun 2026 |
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| Sunrise Financial Services | 396.00 | $34k | 0% | Jun 2026 |
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| FMR | 280.00 | $24k | -3% | Jun 2026 |
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| Cornerstone Planning Group | 236.00 | $20k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 148.00 | $13k | 100% | Jun 2026 |
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| Silver Grove Financial Group | 146.00 | $12k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 121.00 | $10k | 0% | Jun 2026 |
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| Founders Financial Alliance | 113.00 | $9.6k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 53.00 | $4.5k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 50.00 | $4.3k | 0% | Jun 2026 |
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| MCF Advisors | 34.00 | $2.9k | 0% | Jun 2026 |
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| Key FInancial | 32.00 | $2.7k | 100% | Jun 2026 |
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| Action Point Financial Planning | 26.00 | $2.2k | 100% | Jun 2026 |
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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 |
| Gts Securities | Mar 2026 | 5.2k | $378k |
| Buckingham Strategic Partners | Mar 2026 | 3.0k | $216k |
| Golden State Equity Partners | Mar 2026 | 1.6k | $116k |
| Royal Bank of Canada | Mar 2026 | 367.00 | $27k |