CVLC — Morgan Stanley ETF Trust Institutional Holders · Q3 2026
Who owns Morgan Stanley ETF Trust (CVLC)? 4 institutions reported holding $3.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pathway Financial Advisors LLC ($2.5M), Conrad Siegel Investment Advisors, Inc. ($606,751), Montecito Bank & Trust ($469,414).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $2.5M | 26,635 | Added |
| 2 | Conrad Siegel Investment Advisors, Inc. | $606,751 | 6,411 | Trimmed |
| 3 | Montecito Bank & Trust | $469,414 | 4,960 | Hold |
| 4 | Farther Finance Advisors, LLC | $23,660 | 250 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30