CVIE MORGAN STANLEY ETF TRUST
FollowCALVE INDEX ETF (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in CVIE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP | 70,805 | $5.89M | 0.41% | +1,217 | 13F-HRTimelineGroup |
| Prism Advisors, Inc. | 11,830 | $970K | 0.24% | new | 13F-HRTimeline |
| Midwest Financial Network, LLC | 7,839 | $652K | 0.44% | new | 13F-HRTimeline |
| Montecito Bank & Trust | 6,687 | $556K | 0.08% | +4,220 | 13F-HRTimeline |
| Scott Capital Advisors, LLC | 3,897 | $323K | 0.05% | +911 | 13F-HRTimeline |
| Conrad Siegel Investment Advisors, Inc. | 3,371 | $280K | 0.05% | +10 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 799 | $66.4K | <0.01% | 0 | 13F-HRTimeline |