Who Owns MORGAN STANLEY ETF TRUST (CVLC)? -- Institutional Holders (2026-06-30)
94 institutions reported holding $628.4M of MORGAN STANLEY ETF TRUST (CVLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: State Insurance Fund ($254.8M), Wealthspire Advisors, LLC ($74.0M), COMMONWEALTH EQUITY SERVICES, LLC ($52.8M), AMERIPRISE FINANCIAL INC ($27.5M), Rossby Financial, LCC ($23.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | State Insurance Fund | $254.8M | 2.7M | Hold |
| 2 | Wealthspire Advisors, LLC | $74.0M | 782,924 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $52.8M | 559,274 | Added |
| 4 | AMERIPRISE FINANCIAL INC | $27.5M | 290,896 | Trimmed |
| 5 | Rossby Financial, LCC | $23.0M | 242,957 | Added |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $20.5M | 216,862 | Added |
| 7 | Focus Partners Wealth | $15.8M | 166,892 | Added |
| 8 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $14.1M | 149,517 | Trimmed |
| 9 | EP Wealth Advisors, LLC | $12.1M | 128,417 | Added |
| 10 | Joel Adams & Associates, Inc. | $12.0M | 126,566 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $11.3M | 119,837 | Added |
| 12 | North Berkeley Wealth Management, LLC | $9.7M | 102,411 | Added |
| 13 | Modern Wealth Management, LLC | $8.6M | 91,211 | Added |
| 14 | Global Endowment Management, LP | $7.2M | 76,392 | Added |
| 15 | Riverwater Partners LLC | $5.9M | 62,483 | Added |
| 16 | Fiduciary Trust Co | $4.8M | 50,735 | Trimmed |
| 17 | Westfuller Advisors, LLC | $4.7M | 50,220 | Added |
| 18 | Creative Planning | $4.7M | 49,887 | Hold |
| 19 | Atria Investments, Inc | $4.3M | 45,020 | Trimmed |
| 20 | GOLDMAN SACHS GROUP INC | $3.8M | 40,580 | Added |
| 21 | TRILLIUM ASSET MANAGEMENT, LLC | $3.5M | 36,595 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 36,322 | Trimmed |
| 23 | HighTower Advisors, LLC | $3.4M | 35,930 | Added |
| 24 | Beacon Pointe Advisors, LLC | $3.0M | 31,911 | Added |
| 25 | Fulcrum Capital LLC | $2.6M | 27,019 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30