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

MORGAN STANLEY ETF TRUST

57 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 61774R403·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$75M
visible holders
Holders
57
filers reporting
Concentration
26.06%
First Pacific Financial #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported CVMC in Q2 2026. First Pacific Financial leads at 26.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
First Pacific Financial
CIK 0001810089
$19M256K2.32%Q2 202602
EP Wealth Advisors, LLC
CIK 0001540569
$9M116K0.03%Q2 202603
Financial Engines Advisors L.L.C.
CIK 0001420473
$8M110K0.01%Q2 202604
LongView Asset Management LLC
CIK 0002053960
$6M101K4.51%Q4 202505
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M75K0.00%Q2 202606
TFC Financial Management, Inc.
CIK 0001827844
$5M61K0.52%Q2 202607
North Berkeley Wealth Management, LLC
CIK 0002062383
$4M53K1.63%Q2 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M38K0.00%Q2 202609
Joel Adams & Associates, Inc.
CIK 0002020459
$2M30K1.46%Q2 202610
NATURAL INVESTMENTS, LLC
CIK 0001800245
$2M31K0.50%Q1 202611
Ameritas Investment Partners, Inc.
CIK 0001055980
$2M22K0.05%Q2 202612
CWM, LLC
CIK 0001535847
$1M20K0.00%Q1 202613
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M16K0.04%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M15K0.00%Q2 202615
Sandbox Financial Partners, LLC
CIK 0001844892
$972K15K0.27%Q1 202616
Creative Planning
CIK 0001540235
$900K12K0.00%Q2 202617
Mason & Associates Inc
CIK 0001917686
$898K12K0.15%Q2 202618
Archer Investment Management, LLC
CIK 0002052868
$714K9K0.24%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$692K9K0.00%Q2 202620
MORGAN STANLEY
CIK 0000895421
$514K7K0.00%Q2 2026
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