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Disclosery

CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

50 managers (51 13F filers) reported a position in CVIE shares at 2025-09-30, 2,884,436 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
51
New
12
Added
25
Reduced
8
Sold out
3
Shares held by filers
2,884,436

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC729,363$49.8M0.06%+24,62413F-HRTimeline
Wealthspire Advisors, LLC405,854$27.7M0.14%+333,89713F-HRTimeline
Rossby Financial, LCC286,826$19.7M6.55%+33,00113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC250,075$17.1M<0.01%-8,65513F-HRTimelineGroup
World Investment Advisors239,311$16.3M0.33%-9,56613F-HRTimeline
LongView Asset Management LLC130,535$8.91M6.15%+20,69013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV121,010$8.26M0.01%new13F-HRTimeline
O'Brien Wealth Partners LLC121,010$8.26M1.12%-6,69013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC87,028$5.94M0.24%+15,47813F-HRTimelineGroup
Gateway Wealth Partners, LLC56,986$3.89M0.52%+13,38113F-HRTimeline
Archer Investment Management, LLC44,615$3.04M1.87%+3,43213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,337$2.62M<0.01%+8,99613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,671$2.3M<0.01%+2,90913F-HRTimelineGroup
Modern Wealth Management, LLC31,774$2.17M0.04%+1,47213F-HRTimeline
Financial Insights, Inc.28,976$1.98M0.65%+10,08113F-HRTimeline
NATURAL INVESTMENTS, LLC29,174$1.92M0.48%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,551$1.47M<0.01%-2,17513F-HR/ATimelineGroup
A&I FINANCIAL SERVICES, LLC20,985$1.44M0.71%-1613F-HRTimeline
WEALTHGARDEN F.S. LLC18,134$1.27M0.91%+50413F-HRTimeline
Cambridge Investment Research Advisors,…17,820$1.22M<0.01%+3,65013F-HRTimeline
Creative Planningin group Creative Planning16,786$1.15M<0.01%-65313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,957$1.02M<0.01%new13F-HRTimelineGroup
Kondo Wealth Advisors, Inc.13,887$948K0.38%-72213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,723$929K<0.01%+4,52013F-HRTimelineGroup
CWM, LLCin group CWM, LLC11,347$774K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,490$716K0.02%+2,38813F-HRTimeline
Financial Engines Advisors L.L.C.9,441$644K<0.01%+65813F-HRTimeline
Sandbox Financial Partners, LLC8,470$578K0.17%+1,73313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,368$577K+715Timeline
Mariner, LLCin group Mariner, LLC8,411$574K<0.01%+213F-HRTimelineGroup
Plum Street Advisors, LLC7,843$535K0.21%+1413F-HRTimeline
Orion Porfolio Solutions, LLC7,761$530K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,122$486K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.4,925$336K0.04%+913F-HRTimeline
RW Investment Management LLC4,815$329K0.03%013F-HRTimeline
Geneos Wealth Management Inc.4,003$273K0.01%+3,91013F-HRTimeline
Ironwood Investment Counsel, LLC4,000$273K0.04%013F-HRTimeline
LINCOLN CAPITAL CORP3,500$239K0.09%new13F-HRTimeline
Cetera Investment Advisers3,193$218K<0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,000$205K0.08%new13F-HRTimeline
TFC Financial Management, Inc.1,706$116K0.01%+8213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,340$91.4K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$54.9K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC570$38.9K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC518$35.3K<0.01%+23013F-HRTimeline
COMERICA BANK121$8.26K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC113$7.71K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC85$5.8K<0.01%-613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…62$4.22K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG39$2.66K<0.01%new13F-HRTimelineGroup