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Disclosery

CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

59 managers (60 13F filers) reported a position in CVIE shares at 2025-12-31, 3,383,238 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
59
13F filers
60
New
10
Added
29
Reduced
10
Sold out
4
Shares held by filers
3,383,238

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC756,310$53.9M0.07%+26,94713F-HRTimeline
Wealthspire Advisors, LLC446,141$31.8M0.25%+40,28713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC369,193$26.3M0.01%+119,11813F-HRTimelineGroup
Rossby Financial, LCC310,122$22.1M6.95%+23,29613F-HRTimeline
World Investment Advisors235,536$16.8M0.28%-3,77513F-HR/ATimeline
LongView Asset Management LLC134,821$9.61M6.7%+4,28613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,705$8.53M0.01%-1,30513F-HRTimeline
O'Brien Wealth Partners LLC119,705$8.53M1.13%-1,30513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC103,969$7.41M0.29%+16,94113F-HRTimelineGroup
MGO ONE SEVEN LLC64,266$4.58M0.09%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,011$4.42M0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC58,494$4.17M0.46%+1,50813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,312$3.23M<0.01%+6,97513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,172$3.15M<0.01%+10,50113F-HR/ATimelineGroup
North Berkeley Wealth Management, LLC41,365$2.95M1.74%new13F-HRTimeline
EP Wealth Advisors, LLC36,117$2.58M0.01%13F-HRTimeline
Archer Investment Management, LLC35,365$2.52M1.36%-9,25013F-HRTimeline
Modern Wealth Management, LLC34,607$2.47M0.04%+2,83313F-HRTimeline
Financial Insights, Inc.32,006$2.28M0.76%+3,03013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC25,634$1.83M0.11%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY23,533$1.68M<0.01%+1,98213F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC20,344$1.53M1.01%+2,21013F-HRTimeline
A&I FINANCIAL SERVICES, LLC21,501$1.53M0.73%+51613F-HRTimeline
Orion Porfolio Solutions, LLC20,598$1.47M0.01%+12,83713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,644$1.26M+9,276Timeline
Cambridge Investment Research Advisors,…17,238$1.23M<0.01%-58213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,865$1.13M<0.01%+90813F-HRTimelineGroup
Creative Planningin group Creative Planning14,845$1.06M<0.01%-1,94113F-HRTimelineGroup
Plum Street Advisors, LLC14,473$1.03M0.37%+6,63013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,850$988K<0.01%+12713F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,860$917K<0.01%+1,51313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,319$807K0.02%+82913F-HRTimeline
Kondo Wealth Advisors, Inc.10,247$731K0.28%-3,64013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,171$725K<0.01%new13F-HRTimelineGroup
Financial Engines Advisors L.L.C.9,964$710K<0.01%+52313F-HRTimeline
Mariner, LLCin group Mariner, LLC9,052$645K<0.01%+64113F-HRTimelineGroup
Sandbox Financial Partners, LLC8,843$631K0.17%+37313F-HRTimeline
Per Stirling Capital Management, LLC.7,632$544K0.06%+2,70713F-HRTimeline
GTS SECURITIES LLC4,656$332K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,015$286K0.01%+1213F-HRTimeline
Ironwood Investment Counsel, LLC4,000$285K0.04%013F-HRTimeline
PFG Investments, LLC3,830$273K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC3,822$272K0.07%-25,35213F-HRTimeline
Mutual Advisors, LLC3,788$270K0.01%new13F-HRTimeline
Sunrise Financial Services, LLC3,710$265K0.2%13F-HRTimeline
LINCOLN CAPITAL CORP3,500$250K0.09%013F-HRTimeline
Cetera Investment Advisers3,325$237K<0.01%+13213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,068$219K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,994$213K0.08%-613F-HRTimeline
TFC Financial Management, Inc.2,141$153K0.02%+43513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,340$95.5K0.01%013F-HRTimeline
First Pacific Financial1,264$90.1K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$57.4K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC799$57K<0.01%+28113F-HRTimeline
Timmons Wealth Management, LLC637$45.4K0.04%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/395$28.2K<0.01%new13F-HRTimelineGroup
COMERICA BANK121$8.63K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC113$8.06K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC85$6.06K<0.01%013F-HRTimelineGroup