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

MORGAN STANLEY ETF TRUST

49 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 61774R403·49 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$76M
visible holders
Holders
49
filers reporting
Concentration
25.64%
First Pacific Financial #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported CVMC in Q2 2026. First Pacific Financial leads at 25.6% 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
MORGAN STANLEY
CIK 0000895421
$12M180K0.00%Q1 202603
Financial Engines Advisors L.L.C.
CIK 0001420473
$7M114K0.01%Q1 202604
EP Wealth Advisors, LLC
CIK 0001540569
$7M110K0.03%Q1 202605
LongView Asset Management LLC
CIK 0002053960
$6M101K4.51%Q4 202506
TFC Financial Management, Inc.
CIK 0001827844
$5M61K0.52%Q2 202607
CITADEL ADVISORS LLC
CIK 0001423053
$3M43K0.00%Q4 202508
North Berkeley Wealth Management, LLC
CIK 0002062383
$2M38K1.29%Q1 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M33K0.00%Q1 202610
NATURAL INVESTMENTS, LLC
CIK 0001800245
$2M31K0.50%Q1 202611
Joel Adams & Associates, Inc.
CIK 0002020459
$2M26K1.22%Q1 202612
Ameritas Investment Partners, Inc.
CIK 0001055980
$1M22K0.04%Q1 202613
CWM, LLC
CIK 0001535847
$1M20K0.00%Q1 202614
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M16K0.04%Q2 202615
Sandbox Financial Partners, LLC
CIK 0001844892
$972K15K0.27%Q1 202616
Mason & Associates Inc
CIK 0001917686
$898K12K0.15%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$797K12K0.00%Q1 202618
Creative Planning
CIK 0001540235
$757K12K0.00%Q1 202619
Archer Investment Management, LLC
CIK 0002052868
$714K9K0.24%Q2 202620
LINCOLN CAPITAL CORP
CIK 0000872359
$408K5K0.13%Q2 2026
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