DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CVLC

MORGAN STANLEY ETF TRUST

79 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 61774R205·79 13F holders·last filed Mar 31, 2026
Market cap
9.5%
vs prior quarter
13F value held
$483M
52.0% inst. owned
of float
Holders
79
+50 QoQ
filers reporting
Activity
+30 / −91
+1,038 added · −780 reduced
this quarter
Concentration
44.69%
State Insurance Fund #1
top holder share
AI Holders Summary · Q1 2026

79 institutions reported CVLC in Q1 2026. State Insurance Fund leads at 44.7% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
State Insurance Fund
CIK 0001970005
$216M2.7M100.00%Q1 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$62M769K0.48%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$44M551K0.06%Q1 2026
04
AMERIPRISE FINANCIAL INC
CIK 0000820027
$24M299K0.01%Q1 2026
05
O'Brien Wealth Partners LLC
CIK 0001689874
$23M278K3.10%Q4 2025
06
Rossby Financial, LCC
CIK 0002056510
$18M219K3.62%Q1 2026
07
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$17M215K0.03%Q1 2026
08
EP Wealth Advisors, LLC
CIK 0001540569
$10M125K0.05%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M109K0.00%Q1 2026
10
LongView Asset Management LLC
CIK 0002053960
$8M95K5.57%Q4 2025
11
Joel Adams & Associates, Inc.
CIK 0002020459
$8M98K5.81%Q1 2026
12
North Berkeley Wealth Management, LLC
CIK 0002062383
$7M85K3.59%Q1 2026
13
CWM, LLC
CIK 0001535847
$6M76K0.02%Q1 2026
14
Sound Portfolio Advisors, LLC
CIK 0002109204
$5M69K4.47%Q1 2026
15
Modern Wealth Management, LLC
CIK 0002001900
$5M62K0.09%Q1 2026
16
Global Endowment Management, LP
CIK 0001512237
$5M62K0.55%Q1 2026
17
Riverwater Partners LLC
CIK 0001882572
$5M58K1.56%Q1 2026
18
FIDUCIARY TRUST CO
CIK 0000035442
$4M51K0.05%Q1 2026
19
Creative Planning
CIK 0001540235
$4M50K0.00%Q1 2026
20
Focus Partners Wealth
CIK 0001542153
$4M44K0.00%Q4 2025
Page 1 of 4
59 more holders available. Log in →