13F Insight
DOSSIER · 13F Holders · Q2 2026
CVIE

MORGAN STANLEY ETF TRUST

99 institutions still hold MORGAN STANLEY ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R106·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$317M
visible holders
Holders
99
filers reporting
Concentration
21.40%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported CVIE in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 21.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$68M797K0.09%Q2 202602
Wealthspire Advisors, LLC
CIK 0001646247
$40M465K0.22%Q2 202603
Rossby Financial, LCC
CIK 0002056510
$34M395K6.14%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M370K0.01%Q2 202605
World Investment Advisors
CIK 0001652594
$18M241K0.28%Q1 202606
EP Wealth Advisors, LLC
CIK 0001540569
$15M171K0.06%Q2 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M200K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$12M147K0.00%Q2 202609
North Berkeley Wealth Management, LLC
CIK 0002062383
$10M116K3.99%Q2 202610
LongView Asset Management LLC
CIK 0002053960
$10M135K6.70%Q4 202511
ST GERMAIN D J CO INC
CIK 0000831571
$9M106K0.32%Q2 202612
O'Brien Wealth Partners LLC
CIK 0001689874
$9M120K1.13%Q4 202513
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M95K0.00%Q2 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$7M88K0.01%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$7M78K0.00%Q2 202616
TOMPKINS FINANCIAL CORP
CIK 0001005817
$6M70K0.41%Q2 202617
Gateway Wealth Partners, LLC
CIK 0001966037
$6M68K0.35%Q2 202618
MGO ONE SEVEN LLC
CIK 0001731444
$5M61K0.09%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M56K0.00%Q2 202620
Modern Wealth Management, LLC
CIK 0002001900
$4M61K0.08%Q1 2026
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