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Disclosery

CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

43 managers (44 13F filers) reported a position in CVIE shares at 2025-06-30, 2,363,026 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
43
13F filers
44
New
7
Added
23
Reduced
7
Sold out
1
Shares held by filers
2,363,026

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC704,739$45.9M0.06%+26,48413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC258,730$16.8M<0.01%+28113F-HRTimelineGroup
Rossby Financial, LCC253,825$16.5M6.21%+160,27913F-HRTimeline
World Investment Advisors248,877$16.2M0.37%+81,28813F-HRTimeline
O'Brien Wealth Partners LLC127,700$8.31M1.3%+7013F-HRTimeline
LongView Asset Management LLC109,845$7.15M5.4%+24,11913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC89,213$5.81M0.01%+39,74113F-HRTimelineGroup
Wealthspire Advisors, LLC71,957$4.68M0.03%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC71,550$4.66M0.2%+3,98513F-HRTimelineGroup
Gateway Wealth Partners, LLC43,605$2.84M0.54%new13F-HRTimeline
Archer Investment Management, LLC41,183$2.68M1.95%-5,74113F-HRTimeline
EP Wealth Advisors, LLC40,206$2.62M0.02%-7,66313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,762$2M<0.01%+7,96013F-HRTimelineGroup
Modern Wealth Management, LLC30,302$1.97M0.05%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,341$1.91M<0.01%-6913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,726$1.54M<0.01%-2,36813F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC21,001$1.37M0.77%+68813F-HRTimeline
Financial Insights, Inc.18,895$1.23M0.45%new13F-HRTimeline
Creative Planningin group Creative Planning17,439$1.14M<0.01%+65313F-HRTimelineGroup
WEALTHGARDEN F.S. LLC17,630$1.12M0.93%+2,40013F-HRTimeline
Kondo Wealth Advisors, Inc.14,609$948K0.42%-3,50513F-HRTimeline
Cambridge Investment Research Advisors,…14,170$922K<0.01%+3,60013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,203$599K<0.01%-2,06213F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.8,783$572K<0.01%+16113F-HRTimeline
Mariner, LLCin group Mariner, LLC8,409$547K<0.01%-14713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,120$529K<0.01%+43113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,102$527K0.01%+3,87213F-HRTimeline
Plum Street Advisors, LLC7,829$510K0.22%+2,32113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding7,653$498K+3,411Timeline
Sandbox Financial Partners, LLC6,737$439K0.14%+1,05513F-HRTimeline
Per Stirling Capital Management, LLC.4,916$320K0.04%+9913F-HRTimeline
RW Investment Management LLC4,815$313K0.03%+5813F-HRTimeline
Ironwood Investment Counsel, LLC4,000$260K0.04%013F-HRTimeline
TFC Financial Management, Inc.1,624$106K0.01%+7613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,340$87.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$52.4K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC730$47.6K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC288$18.7K<0.01%new13F-HRTimeline
COMERICA BANK121$7.88K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.93$6.05K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC91$5.92K<0.01%+9013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…62$4.01K<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.