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

MORGAN STANLEY ETF TRUST

86 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 61774R205·86 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$534M
visible holders
Holders
86
filers reporting
Concentration
47.72%
State Insurance Fund #1
top holder share
AI Holders Summary · Q2 2026

86 institutions reported CVLC in Q2 2026. State Insurance Fund leads at 47.7% 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
$62M769K0.48%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$44M551K0.06%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$24M299K0.01%Q1 202605
O'Brien Wealth Partners LLC
CIK 0001689874
$23M278K3.10%Q4 202506
Rossby Financial, LCC
CIK 0002056510
$18M219K3.62%Q1 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$17M215K0.03%Q1 202608
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$16M194K4.26%Q1 202609
EP Wealth Advisors, LLC
CIK 0001540569
$10M125K0.05%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M109K0.00%Q1 202611
LongView Asset Management LLC
CIK 0002053960
$8M95K5.57%Q4 202512
Joel Adams & Associates, Inc.
CIK 0002020459
$8M98K5.81%Q1 202613
North Berkeley Wealth Management, LLC
CIK 0002062383
$7M85K3.59%Q1 202614
CWM, LLC
CIK 0001535847
$6M76K0.02%Q1 202615
Sound Portfolio Advisors, LLC
CIK 0002109204
$5M69K4.47%Q1 202616
Modern Wealth Management, LLC
CIK 0002001900
$5M62K0.09%Q1 202617
Global Endowment Management, LP
CIK 0001512237
$5M62K0.55%Q1 202618
Riverwater Partners LLC
CIK 0001882572
$5M58K1.56%Q1 202619
FIDUCIARY TRUST CO
CIK 0000035442
$4M51K0.05%Q1 202620
Creative Planning
CIK 0001540235
$4M50K0.00%Q1 2026
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