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Disclosery

CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

91 managers (91 13F filers) reported a position in CVIE shares at 2026-06-30, 4,029,376 shares in all. 25 filers opened a position and 8 filers sold out during the quarter.

Managers
91
13F filers
91
New
25
Added
31
Reduced
20
Sold out
8
Shares held by filers
4,029,376

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COMMONWEALTH EQUITY SERVICES, LLC797,392$67.8M0.09%+7,34413F-HRTimeline
Wealthspire Advisors, LLC464,924$39.5M0.22%+13,77413F-HRTimeline
Rossby Financial, LCC395,225$33.6M6.14%+34,50513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC369,688$31.4M0.01%+97813F-HRTimelineGroup
World Investment Advisors241,077$17.5M0.29%013F-HRTimeline
EP Wealth Advisors, LLC171,263$14.6M0.06%+20413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY146,612$12.5M<0.01%+50,88913F-HRTimelineGroup
North Berkeley Wealth Management, LLC116,086$9.87M3.99%+24,54313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC105,970$9.01M0.32%+23013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,816$8.06M<0.01%+9,86013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV88,043$7.48M0.01%-83313F-HR/ATimeline
Modern Wealth Management, LLC80,620$6.85M0.08%+19,91113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,162$6.64M0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP69,588$5.92M0.41%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC68,233$5.8M0.35%-58,65913F-HRTimeline
MGO ONE SEVEN LLC60,733$5.16M0.09%-1,61813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,532$4.72M<0.01%+4,06213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding50,630$4.3M+20,471Timeline
SEEDS INVESTOR LLC45,308$3.85M0.4%+12,77613F-HRTimeline
Financial Insights, Inc.31,990$2.72M0.72%-23313F-HRTimeline
Beacon Pointe Advisors, LLC30,568$2.6M0.01%+60913F-HRTimeline
PFG Investments, LLC26,622$2.26M0.09%+21,08813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC25,304$2.15M0.13%-41213F-HRTimeline
Mountain Capital Investment Advisors In…22,323$1.9M0.27%new13F-HRTimeline
WEALTHGARDEN F.S. LLC22,274$1.89M1.07%+54713F-HRTimeline
Private Advisor Group, LLC20,250$1.72M0.01%+5,50813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,413$1.65M<0.01%+15,71413F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC19,287$1.64M0.71%-66013F-HRTimeline
Orion Porfolio Solutions, LLC18,983$1.61M0.01%-35613F-HRTimeline
Cambridge Investment Research Advisors,…17,409$1.48M<0.01%-3,20013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,978$1.44M<0.01%+1,02013F-HRTimelineGroup
Plum Street Advisors, LLC16,363$1.39M0.44%+65313F-HRTimeline
Cetera Investment Advisers15,948$1.36M<0.01%+11,09513F-HRTimeline
Creative Planningin group Creative Planning15,829$1.35M<0.01%-2,03213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,863$1.09M0.01%+39413F-HRTimeline
Sigma Planning Corp11,984$1.02M0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,661$991K<0.01%-77913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,505$893K<0.01%-189,49513F-HRTimelineGroup
Financial Engines Advisors L.L.C.9,579$814K<0.01%+21013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.8,168$694K0.17%new13F-HRTimeline
Kondo Wealth Advisors, Inc.8,039$683K0.23%-1,39313F-HRTimeline
Mutual Advisors, LLC7,649$650K0.01%+1,44013F-HRTimeline
Sequoia Financial Advisors, LLC7,581$644K<0.01%new13F-HRTimeline
Per Stirling Capital Management, LLC.7,384$628K0.06%-47613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,239$615K<0.01%+9613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,097$603K<0.01%-28013F-HRTimelineGroup
Archer Investment Management, LLC7,035$598K0.2%-1,23213F-HRTimeline
Bensler, LLC6,389$543K0.05%new13F-HRTimeline
Betterment LLC5,835$496K<0.01%new13F-HRTimeline
WNY Asset Management, LLC5,697$484K0.04%+28813F-HRTimeline
RW Investment Management LLC5,562$473K0.04%+43713F-HRTimeline
LPL Financial LLC4,507$383K<0.01%-15413F-HRTimeline
Bond & Devick Financial Network, Inc.4,368$371K0.09%new13F-HRTimeline
Geneos Wealth Management Inc.4,032$343K0.01%013F-HRTimeline
Ironwood Investment Counsel, LLC4,000$340K0.04%013F-HRTimeline
&PARTNERS0$326K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Conrad Siegel Investment Advisors, Inc.3,361$286K0.05%-20813F-HRTimeline
LINCOLN CAPITAL CORP3,298$280K0.09%013F-HRTimeline
Sanctuary Advisors, LLC3,210$273K<0.01%-1,92313F-HRTimeline
Scott Capital Advisors, LLC2,986$254K0.04%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,921$248K<0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,826$240K0.1%013F-HRTimeline
Atria Investments, Inc2,801$238K<0.01%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…2,624$223K0.14%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,582$220K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC2,539$216K<0.01%new13F-HRTimeline
Gibson Capital, LLC2,512$214K0.04%new13F-HRTimeline
Montecito Bank & Trust2,467$210K0.03%new13F-HRTimeline
Westview Management dba Westview Invest…2,432$207K0.1%new13F-HRTimeline
Aaron Wealth Advisors LLC2,414$205K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,402$204K0.04%-1,15413F-HRTimeline
First Pacific Financial2,221$189K0.02%+98713F-HRTimeline
TFC Financial Management, Inc.2,146$182K0.02%+513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,340$114K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,074$91.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$68.4K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC799$67.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC721$60.8K<0.01%013F-HRTimeline
Timmons Wealth Management, LLC643$54.7K0.04%+613F-HRTimeline
Sunrise Financial Services, LLC396$33.7K0.02%013F-HRTimeline
FMR LLCin group FMR LLC280$23.8K<0.01%-813F-HRTimelineGroup
Cornerstone Planning Group LLC236$19.6K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…148$12.6K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.146$12.4K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…121$10.3K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC113$9.61K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$4.47K<0.01%+2713F-HRTimelineGroup
Aptus Capital Advisors, LLC50$4.25K<0.01%013F-HRTimeline
MCF Advisors LLC34$2.89K<0.01%013F-HRTimeline
Key Financial Inc32$2.72K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS26$2.21K<0.01%new13F-HRTimeline