Who Owns MORGAN STANLEY ETF TRUST (CVIE)? -- Institutional Holders (2026-06-30)
97 institutions reported holding $336.9M of MORGAN STANLEY ETF TRUST (CVIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($67.8M), Wealthspire Advisors, LLC ($39.5M), Rossby Financial, LCC ($33.6M), AMERIPRISE FINANCIAL INC ($31.4M), World Investment Advisors ($17.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $67.8M | 797,392 | Added |
| 2 | Wealthspire Advisors, LLC | $39.5M | 464,924 | Added |
| 3 | Rossby Financial, LCC | $33.6M | 395,225 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $31.4M | 369,688 | Added |
| 5 | World Investment Advisors | $17.5M | 241,077 | Hold |
| 6 | EP Wealth Advisors, LLC | $14.6M | 171,263 | Added |
| 7 | MORGAN STANLEY | $12.5M | 146,612 | Added |
| 8 | North Berkeley Wealth Management, LLC | $9.9M | 116,086 | Added |
| 9 | ST GERMAIN D J CO INC | $9.0M | 105,970 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $8.1M | 94,816 | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $7.5M | 88,043 | Trimmed |
| 12 | Modern Wealth Management, LLC | $6.9M | 80,620 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 78,162 | New |
| 14 | TOMPKINS FINANCIAL CORP | $5.9M | 69,588 | New |
| 15 | Gateway Wealth Partners, LLC | $5.8M | 68,233 | Trimmed |
| 16 | MGO ONE SEVEN LLC | $5.2M | 60,733 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 55,532 | Added |
| 18 | Focus Partners Wealth | $4.3M | 50,630 | Added |
| 19 | SEEDS INVESTOR LLC | $3.9M | 45,308 | Added |
| 20 | Beacon Pointe Advisors, LLC | $2.6M | 30,568 | Added |
| 21 | PFG Investments, LLC | $2.3M | 26,622 | Added |
| 22 | EVOLVE PRIVATE WEALTH, LLC | $2.2M | 25,304 | Trimmed |
| 23 | Mountain Capital Investment Advisors Inc. | $1.9M | 22,323 | New |
| 24 | WEALTHGARDEN F.S. LLC | $1.9M | 22,274 | Added |
| 25 | Private Advisor Group, LLC | $1.7M | 20,250 | Added |
Source: SEC Form 13F filings · as of 2026-06-30