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

MORGAN STANLEY ETF TRUST

95 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 61774R205·95 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$594M
visible holders
Holders
95
filers reporting
Concentration
42.90%
State Insurance Fund #1
top holder share
AI Holders Summary · Q2 2026

95 institutions reported CVLC in Q2 2026. State Insurance Fund leads at 42.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
State Insurance Fund
CIK 0001970005
$255M2.7M100.00%Q2 202602
Wealthspire Advisors, LLC
CIK 0001646247
$74M783K0.41%Q2 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$53M559K0.07%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$27M291K0.01%Q2 202605
O'Brien Wealth Partners LLC
CIK 0001689874
$23M278K3.10%Q4 202506
Rossby Financial, LCC
CIK 0002056510
$23M243K4.20%Q2 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$20M217K0.03%Q2 202608
Focus Partners Wealth
CIK 0001542153
$16M167K0.02%Q2 202609
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$16M194K4.26%Q1 202610
EP Wealth Advisors, LLC
CIK 0001540569
$12M128K0.05%Q2 202611
Joel Adams & Associates, Inc.
CIK 0002020459
$12M127K7.68%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M120K0.00%Q2 202613
North Berkeley Wealth Management, LLC
CIK 0002062383
$10M102K3.91%Q2 202614
LongView Asset Management LLC
CIK 0002053960
$8M95K5.57%Q4 202515
Global Endowment Management, LP
CIK 0001512237
$7M76K0.73%Q2 202616
CWM, LLC
CIK 0001535847
$6M76K0.02%Q1 202617
Riverwater Partners LLC
CIK 0001882572
$6M62K1.75%Q2 202618
Modern Wealth Management, LLC
CIK 0002001900
$5M62K0.09%Q1 202619
FIDUCIARY TRUST CO
CIK 0000035442
$5M51K0.05%Q2 202620
Westfuller Advisors, LLC
CIK 0002024115
$5M50K1.73%Q2 2026
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