CVIE — Morgan Stanley ETF Trust Institutional Holders · Q3 2026
Who owns Morgan Stanley ETF Trust (CVIE)? 4 institutions reported holding $7.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tompkins Financial Corp ($5.9M), Prism Advisors, Inc. ($970,153), Montecito Bank & Trust ($555,870).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TOMPKINS FINANCIAL CORP | $5.9M | 70,805 | Added |
| 2 | Prism Advisors, Inc. | $970,153 | 11,830 | New |
| 3 | Montecito Bank & Trust | $555,870 | 6,687 | Added |
| 4 | Conrad Siegel Investment Advisors, Inc. | $280,207 | 3,371 | Added |
Source: SEC Form 13F filings · as of 2026-09-30