Who owns MORGAN STANLEY ETF TRUST?
- Ticker: CVLC
- CUSIP Number: 61774r205
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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 |
|---|---|---|---|---|---|
| State Insurance Fund | 2.7M | $216M | 0% | Mar 2026 |
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| Sontag Advisory | 769k | $62M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 551k | $44M | 0% | Mar 2026 |
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| Ameriprise Financial | 299k | $24M | -5% | Mar 2026 |
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| O'Brien Wealth Partners | 278k | $23M | 0% | Dec 2025 |
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| Rossby Financial, LCC | 219k | $18M | 26% | Mar 2026 |
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| Mercer Global Advisors | 215k | $17M | -23% | Mar 2026 |
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| Ogorek Anthony Joseph | 194k | $16M | 0% | Mar 2026 |
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| EP Wealth Advisors | 125k | $10M | 100% | Mar 2026 |
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| Joel Adams & Associates | 98k | $7.8M | 19% | Mar 2026 |
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| Raymond James Financial | 96k | $8.1M | 5% | Dec 2025 |
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| LongView Asset Management | 95k | $8.0M | 4% | Dec 2025 |
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| North Berkeley Wealth Management | 85k | $6.8M | 257% | Mar 2026 |
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| CWM | 69k | $5.8M | 7% | Dec 2025 |
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| Sound Portfolio Advisors | 69k | $5.5M | 100% | Mar 2026 |
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| Riverwater Partners | 58k | $4.7M | 16% | Mar 2026 |
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| Creative Planning | 50k | $4.0M | 27% | Mar 2026 |
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| Atria Investments | 45k | $3.6M | 100% | Mar 2026 |
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| Sandbox Financial Partners | 44k | $3.5M | -2% | Mar 2026 |
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| Colony | 44k | $3.7M | 59% | Dec 2025 |
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| Fiduciary Trust Company | 42k | $3.6M | 100% | Dec 2025 |
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| Global Endowment Management | 42k | $3.5M | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 37k | $3.0M | 6% | Mar 2026 |
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| Trillium Asset Management Corporation | 33k | $2.7M | 1% | Mar 2026 |
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| HighTower Advisors | 31k | $2.5M | 82% | Mar 2026 |
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| Modern Wealth Management | 28k | $2.4M | 25% | Dec 2025 |
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| Fulcrum Capital | 27k | $2.2M | 9% | Mar 2026 |
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| First Pacific Financial | 22k | $1.7M | -1% | Mar 2026 |
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| Journey Strategic Wealth | 21k | $1.7M | 380% | Mar 2026 |
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| Goldman Sachs Group | 21k | $1.7M | 46% | Mar 2026 |
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| RW Investment Management | 21k | $1.6M | -1% | Mar 2026 |
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| Kestra Advisory Services | 20k | $1.6M | 4% | Mar 2026 |
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| Pathway Financial Advisors | 20k | $1.6M | 0% | Mar 2026 |
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| Evolve Private Wealth | 19k | $1.6M | 100% | Mar 2026 |
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| Entrust Financial | 15k | $1.2M | 100% | Mar 2026 |
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| CLS Investments | 14k | $1.1M | -3% | Mar 2026 |
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| Harbour Investments | 12k | $950k | 20% | Mar 2026 |
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| Lincoln Capital | 9.9k | $794k | -4% | Mar 2026 |
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| Per Stirling Capital Management | 9.7k | $780k | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 9.6k | $772k | -9% | Mar 2026 |
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| Advisor Group Holdings | 9.5k | $801k | -4% | Dec 2025 |
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| Laird Norton Tyee Trust | 8.5k | $716k | 100% | Dec 2025 |
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| Kondo Wealth Advisors | 8.1k | $645k | -15% | Mar 2026 |
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| Westfuller Advisors | 7.5k | $597k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 7.3k | $581k | 95% | Mar 2026 |
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| Cambridge Investment Research Advisors | 7.0k | $564k | -14% | Mar 2026 |
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| Conrad Siegel Investment Advisors | 6.9k | $554k | 100% | Mar 2026 |
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| Relyea Zuckerberg Hanson | 6.7k | $538k | 0% | Mar 2026 |
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| Envestnet Asset Management | 6.6k | $531k | 2% | Mar 2026 |
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| Skyline Advisors | 5.2k | $420k | -73% | Mar 2026 |
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| Gemmer Asset Management | 4.5k | $360k | 0% | Mar 2026 |
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| Heritage Wealth Advisors | 4.5k | $357k | -8% | Mar 2026 |
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| Buckingham Strategic Partners | 4.2k | $338k | -1% | Mar 2026 |
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| Natural Investments | 3.9k | $310k | -16% | Mar 2026 |
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| Bank of America Corporation | 3.8k | $304k | 100% | Mar 2026 |
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| J.w. Cole Advisors | 3.6k | $288k | 0% | Mar 2026 |
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| Aaron Wealth Advisors | 3.5k | $282k | 0% | Mar 2026 |
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| Jane Street | 3.5k | $279k | 100% | Mar 2026 |
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| Collaborative Wealth Managment | 3.5k | $277k | 0% | Mar 2026 |
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| TFC Financial Management | 3.5k | $276k | 0% | Mar 2026 |
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| Valtinson Bruner Financial Planning | 3.2k | $254k | 0% | Mar 2026 |
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| Silverlake Wealth Management | 3.0k | $242k | 100% | Mar 2026 |
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| Morgan Stanley | 2.7k | $244k | 100% | Mar 2026 |
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| Belpointe Asset Management | 2.7k | $216k | 1% | Mar 2026 |
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| Cdkv Holdings | 2.2k | $177k | 100% | Mar 2026 |
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| Evermay Wealth Management | 2.0k | $161k | 0% | Mar 2026 |
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| Triumph Capital Management | 1.2k | $98k | 0% | Mar 2026 |
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| Royal Bank of Canada | 414.00 | $33k | 100% | Mar 2026 |
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| FMR | 358.00 | $30k | 0% | Dec 2025 |
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| AE Wealth Management | 330.00 | $26k | 100% | Mar 2026 |
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| Farther Finance Advisors | 250.00 | $20k | -71% | Mar 2026 |
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| Frazier Financial Advisors | 100.00 | $8.0k | 0% | Mar 2026 |
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| Geneos Wealth Management | 60.00 | $4.8k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 40.00 | $3.4k | 0% | Dec 2025 |
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Who sold out of Morgan Stanley Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Legacy Advisors | Dec 2025 | 116k | $9.7M |
| Citadel Advisors | Dec 2025 | 5.7k | $478k |
| Jpmorgan Chase & Co | Sep 2025 | 5.5k | $451k |
| Arbor Investment Advisors | Dec 2025 | 2.5k | $208k |
| Flagship Harbor Advisors | Dec 2025 | 200.00 | $17k |
| Smartleaf Asset Management | Dec 2025 | 65.00 | $5.5k |