DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CVMC

MORGAN STANLEY ETF TRUST

47 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 61774R403·47 13F holders·last filed Mar 31, 2026
Market cap
1.6%
vs prior quarter
13F value held
$66M
58.0% inst. owned
of float
Holders
47
+47 QoQ
filers reporting
Activity
+43 / −77
+897 added · −768 reduced
this quarter
Concentration
24.22%
First Pacific Financial #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported CVMC in Q1 2026. First Pacific Financial leads at 24.2% of the visible book. +47 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$16M250K2.06%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$12M180K0.00%Q1 2026
03
Financial Engines Advisors L.L.C.
CIK 0001420473
$7M114K0.01%Q1 2026
04
EP Wealth Advisors, LLC
CIK 0001540569
$7M110K0.03%Q1 2026
05
LongView Asset Management LLC
CIK 0002053960
$6M101K4.51%Q4 2025
06
CITADEL ADVISORS LLC
CIK 0001423053
$3M43K0.00%Q4 2025
07
North Berkeley Wealth Management, LLC
CIK 0002062383
$2M38K1.29%Q1 2026
08
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M33K0.00%Q1 2026
09
Joel Adams & Associates, Inc.
CIK 0002020459
$2M26K1.22%Q1 2026
10
Ameritas Investment Partners, Inc.
CIK 0001055980
$1M22K0.04%Q1 2026
11
CWM, LLC
CIK 0001535847
$1M20K0.00%Q1 2026
12
Dynamic Advisor Solutions LLC
CIK 0001599747
$998,28116K0.03%Q1 2026
13
Sandbox Financial Partners, LLC
CIK 0001844892
$972,20015K0.27%Q1 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$796,94012K0.00%Q1 2026
15
Creative Planning
CIK 0001540235
$757,10112K0.00%Q1 2026
16
Mason & Associates Inc
CIK 0001917686
$713,82111K0.14%Q1 2026
17
Archer Investment Management, LLC
CIK 0002052868
$649,16310K0.27%Q1 2026
18
RMG Wealth Management LLC
CIK 0001844731
$405,4996K0.05%Q1 2026
19
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$391,9946K0.01%Q1 2026
20
Private Advisor Group, LLC
CIK 0001567755
$384,7596K0.00%Q1 2026
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