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

MORGAN STANLEY ETF TRUST

96 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 61774R106·96 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$290M
visible holders
Holders
96
filers reporting
Concentration
23.40%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

96 institutions reported CVIE in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 23.4% 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
Rossby Financial, LCC
CIK 0002056510
$34M395K6.14%Q2 202603
Wealthspire Advisors, LLC
CIK 0001646247
$33M451K0.26%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$27M369K0.01%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
North Berkeley Wealth Management, LLC
CIK 0002062383
$10M116K3.99%Q2 202609
LongView Asset Management LLC
CIK 0002053960
$10M135K6.70%Q4 202510
ST GERMAIN D J CO INC
CIK 0000831571
$9M106K0.32%Q2 202611
O'Brien Wealth Partners LLC
CIK 0001689874
$9M120K1.13%Q4 202512
MORGAN STANLEY
CIK 0000895421
$7M96K0.00%Q1 202613
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$6M89K0.01%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M85K0.00%Q1 202615
TOMPKINS FINANCIAL CORP
CIK 0001005817
$6M70K0.41%Q2 202616
Gateway Wealth Partners, LLC
CIK 0001966037
$6M68K0.35%Q2 202617
MGO ONE SEVEN LLC
CIK 0001731444
$5M61K0.09%Q2 202618
Modern Wealth Management, LLC
CIK 0002001900
$4M61K0.08%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M51K0.00%Q1 202620
SEEDS INVESTOR LLC
CIK 0002021047
$3M33K0.35%Q1 2026
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