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

MORGAN STANLEY ETF TRUST

54 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 61774R601·54 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$165M
visible holders
Holders
54
filers reporting
Concentration
69.49%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

54 institutions reported CVSB in Q2 2026. MORGAN STANLEY leads at 69.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$115M2.3M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$14M274K0.00%Q2 202603
Pathstone Holdings, LLC
CIK 0002011612
$6M126K0.02%Q2 202604
Moran Wealth Management, LLC
CIK 0001965334
$5M107K0.15%Q2 202605
Private Advisor Group, LLC
CIK 0001567755
$4M75K0.02%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M66K0.00%Q2 202607
Valley Financial Group, Inc.
CIK 0002010327
$3M55K1.38%Q2 202608
Perigon Wealth Management, LLC
CIK 0001575239
$2M35K0.03%Q2 202609
Betterment LLC
CIK 0001633901
$2M33K0.00%Q1 202610
Rossby Financial, LCC
CIK 0002056510
$2M31K0.29%Q2 202611
PFG Investments, LLC
CIK 0001973224
$1M28K0.05%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M25K0.00%Q2 202613
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M25K0.04%Q2 202614
Mason & Associates Inc
CIK 0001917686
$985K19K0.16%Q2 202615
Prism Advisors, Inc.
CIK 0001717027
$894K18K0.22%Q2 202616
Good Life Advisors, LLC
CIK 0001696260
$894K18K0.06%Q2 202517
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$885K17K0.00%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$845K17K0.00%Q1 202619
DeDora Capital, Inc.
CIK 0001717658
$654K13K0.14%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$621K12K0.00%Q2 2026
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