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Disclosery

CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

38 managers (38 13F filers) reported a position in CVIE shares at 2025-03-31, 1,861,060 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
8
Added
17
Reduced
8
Sold out
3
Shares held by filers
1,861,060

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC678,255$39.3M0.06%+2,20013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC258,449$15M<0.01%+216,53513F-HRTimelineGroup
World Investment Advisors167,589$9.7M0.25%new13F-HRTimeline
O'Brien Wealth Partners LLC127,630$7.39M1.38%-1,99513F-HRTimeline
Rossby Financial, LCC93,546$5.59M2.41%new13F-HRTimeline
LongView Asset Management LLC85,726$4.96M4.26%+9,70213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC67,565$3.91M0.18%+6,22013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,472$2.86M0.01%+24,72313F-HR/ATimelineGroup
EP Wealth Advisors, LLC47,869$2.77M0.02%-4,63813F-HRTimeline
Archer Investment Management, LLC46,924$2.72M1.88%-5,64813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,410$1.7M<0.01%+2,16413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY26,094$1.51M<0.01%+10,85313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,802$1.32M<0.01%+5,22313F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC20,313$1.18M0.8%+1,71813F-HRTimeline
Kondo Wealth Advisors, Inc.18,114$1.05M0.52%-3,54613F-HRTimeline
Creative Planningin group Creative Planning16,786$972K<0.01%+1,27413F-HRTimelineGroup
WEALTHGARDEN F.S. LLC15,230$882K0.85%-1013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,265$652K<0.01%+8,02913F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,570$612K<0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.8,622$499K<0.01%-16713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,556$495K<0.01%+2,21913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,689$445K<0.01%new13F-HR/ATimelineGroup
Sandbox Financial Partners, LLC5,682$329K0.12%+1,63313F-HRTimeline
Plum Street Advisors, LLC5,508$319K0.15%+1,71813F-HRTimeline
Per Stirling Capital Management, LLC.4,817$279K0.04%+913F-HRTimeline
RW Investment Management LLC4,757$275K0.03%-3913F-HRTimeline
FLOW TRADERS U.S. LLC4,710$273K0.01%-65,85513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,242$246K<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.4,230$245K0.01%+85413F-HRTimeline
Ironwood Investment Counsel, LLC4,000$232K0.04%013F-HRTimeline
TFC Financial Management, Inc.1,548$89.6K0.01%+23513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,340$77.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$46.6K<0.01%new13F-HRTimelineGroup
SIERRA OCEAN, LLC730$42.3K0.03%013F-HRTimeline
COMERICA BANK121$7K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.93$5.38K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$58<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.