13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
CVIE

MORGAN STANLEY ETF TRUST

81 institutions still hold MORGAN STANLEY ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R106·81 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.1%
vs prior quarter
13F value held
$267M
78.0% inst. owned
of float
Holders
81
+53 QoQ
filers reporting
Activity
+81 / −6
+904 added · −753 reduced
this quarter
Concentration
21.50%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

81 institutions reported CVIE in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 21.5% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$57M790K0.08%Q1 202602
Wealthspire Advisors, LLC
CIK 0001646247
$33M451K0.26%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$27M369K0.01%Q1 202604
Rossby Financial, LCC
CIK 0002056510
$27M361K5.45%Q1 202605
World Investment Advisors
CIK 0001652594
$18M241K0.28%Q1 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M200K0.00%Q1 202607
EP Wealth Advisors, LLC
CIK 0001540569
$12M171K0.06%Q1 202608
LongView Asset Management LLC
CIK 0002053960
$10M135K6.70%Q4 202509
Gateway Wealth Partners, LLC
CIK 0001966037
$9M127K0.36%Q1 202610
O'Brien Wealth Partners LLC
CIK 0001689874
$9M120K1.13%Q4 202511
ST GERMAIN D J CO INC
CIK 0000831571
$8M106K0.30%Q1 202612
MORGAN STANLEY
CIK 0000895421
$7M96K0.00%Q1 202613
North Berkeley Wealth Management, LLC
CIK 0002062383
$7M92K3.52%Q1 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$6M89K0.01%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M85K0.00%Q1 202616
MGO ONE SEVEN LLC
CIK 0001731444
$5M62K0.09%Q1 202617
Modern Wealth Management, LLC
CIK 0002001900
$4M61K0.08%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M51K0.00%Q1 202619
SEEDS INVESTOR LLC
CIK 0002021047
$3M33K0.35%Q1 202620
Financial Insights, Inc.
CIK 0001642058
$2M32K0.76%Q1 2026
Page 1 of 5
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