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Disclosery

CVIE MORGAN STANLEY ETF TRUST

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CALVE INDEX ETF (fund)

75 managers (76 13F filers) reported a position in CVIE shares at 2026-03-31, 4,008,704 shares in all. 18 filers opened a position and 1 filer sold out during the quarter.

Managers
75
13F filers
76
New
18
Added
34
Reduced
15
Sold out
1
Shares held by filers
4,008,704

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC790,048$57.4M0.08%+33,73813F-HRTimeline
Wealthspire Advisors, LLC451,150$32.8M0.26%+5,00913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC368,710$26.8M0.01%-48313F-HR/ATimelineGroup
Rossby Financial, LCC360,720$26.7M5.57%+50,59813F-HRTimeline
World Investment Advisors241,077$17.5M0.28%+5,54113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,000$14.5M0.02%+137,98913F-HRTimelineGroup
EP Wealth Advisors, LLC171,059$12.4M0.06%+134,94213F-HRTimeline
Gateway Wealth Partners, LLC126,892$9.22M0.36%+68,39813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC105,740$7.69M0.3%+1,77113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY95,723$6.96M<0.01%+72,19013F-HRTimelineGroup
North Berkeley Wealth Management, LLC91,543$6.65M3.52%+50,17813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV88,876$6.46M0.01%-30,82913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,956$6.18M<0.01%+39,64413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,787$5.51M<0.01%+65,61613F-HRTimelineGroup
MGO ONE SEVEN LLC62,351$4.53M0.09%-1,91513F-HRTimeline
Modern Wealth Management, LLC60,709$4.49M0.08%+26,10213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,470$3.74M<0.01%+7,29813F-HRTimelineGroup
SEEDS INVESTOR LLC32,532$2.56M0.35%new13F-HRTimeline
Financial Insights, Inc.32,223$2.34M0.76%+21713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,159$2.19M+12,515Timeline
Beacon Pointe Advisors, LLC29,959$2.18M0.01%new13F-HRTimeline
Strategic Financial Planning, Inc.66,143$2.05M1.2%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC25,716$1.87M0.1%+8213F-HRTimeline
WEALTHGARDEN F.S. LLC21,727$1.58M1.08%+1,38313F-HRTimeline
Cambridge Investment Research Advisors,…20,609$1.5M<0.01%+3,37113F-HRTimeline
A&I FINANCIAL SERVICES, LLC19,947$1.45M0.69%-1,55413F-HRTimeline
Orion Porfolio Solutions, LLC19,339$1.41M0.01%-1,25913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,197$1.4M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC18,482$1.34M0.04%new13F-HRTimeline
Creative Planningin group Creative Planning17,861$1.3M<0.01%+3,01613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,958$1.16M<0.01%+9313F-HRTimelineGroup
Plum Street Advisors, LLC15,710$1.14M0.4%+1,23713F-HRTimeline
Private Advisor Group, LLC14,742$1.07M0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC14,362$1.04M<0.01%+1,50213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.12,469$906K0.01%+1,15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,440$904K<0.01%-1,41013F-HRTimelineGroup
Sandbox Financial Partners, LLC12,174$885K0.25%+3,33113F-HRTimeline
Kondo Wealth Advisors, Inc.9,432$686K0.26%-81513F-HRTimeline
Financial Engines Advisors L.L.C.9,369$681K<0.01%-59513F-HRTimeline
Archer Investment Management, LLC8,267$601K0.25%-27,09813F-HRTimeline
Per Stirling Capital Management, LLC.7,860$571K0.06%+22813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,377$536K<0.01%-1,67513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,143$519K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC6,209$451K0.01%+2,42113F-HRTimeline
PFG Investments, LLC5,534$402K0.02%+1,70413F-HRTimeline
WNY Asset Management, LLC5,409$393K0.04%13F-HRTimeline
GTS SECURITIES LLC5,203$378K0.01%+54713F-HRTimeline
Sanctuary Advisors, LLC5,133$373K<0.01%new13F-HRTimeline
RW Investment Management LLC5,125$373K0.04%13F-HRTimeline
Cetera Investment Advisers4,853$353K<0.01%+1,52813F-HRTimeline
LPL Financial LLC4,661$339K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,032$293K0.01%+1713F-HRTimeline
Ironwood Investment Counsel, LLC4,000$291K0.04%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,699$269K<0.01%+63113F-HRTimelineGroup
Conrad Siegel Investment Advisors, Inc.3,569$259K0.05%new13F-HRTimeline
NATURAL INVESTMENTS, LLC3,556$258K0.06%-26613F-HRTimeline
LINCOLN CAPITAL CORP3,298$240K0.09%-20213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,921$212K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,826$205K0.09%-16813F-HRTimeline
TFC Financial Management, Inc.2,141$156K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,596$116K0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC1,340$97.4K0.01%013F-HRTimeline
First Pacific Financial1,234$89.7K0.01%-3013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management805$58.5K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC799$58.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC721$50.5K<0.01%new13F-HRTimeline
Timmons Wealth Management, LLC637$46.3K0.04%013F-HRTimeline
Sunrise Financial Services, LLC396$28.8K0.02%-3,31413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA367$27K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC288$21K<0.01%+20313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…121$8.79K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC113$8.21K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC50$3.63K<0.01%new13F-HRTimeline
MCF Advisors LLC34$2.47K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26$1.82K<0.01%new13F-HR/ATimelineGroup