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Disclosery

CVMC MORGAN STANLEY ETF TRUST

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CMN (fund)

51 managers (52 13F filers) reported a position in CVMC shares at 2026-06-30, 949,910 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
51
13F filers
52
New
14
Added
15
Reduced
14
Sold out
2
Shares held by filers
949,910

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
First Pacific Financial255,950$19.5M2.32%+5,81013F-HRTimeline
EP Wealth Advisors, LLC116,055$8.84M0.03%+6,17113F-HRTimeline
Financial Engines Advisors L.L.C.110,192$8.39M0.01%-3,96413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC74,767$5.69M<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.61,148$4.66M0.52%new13F-HRTimeline
North Berkeley Wealth Management, LLC52,819$4.02M1.63%+14,55813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,798$2.88M<0.01%+4,33913F-HRTimelineGroup
NATURAL INVESTMENTS, LLC33,504$2.55M0.56%+2,12413F-HRTimeline
Joel Adams & Associates, Inc.29,926$2.28M1.46%+4,19813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,467$1.71M+371Timeline
Dynamic Advisor Solutions LLC16,471$1.25M0.04%+87813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,945$1.14M<0.01%+2,49713F-HRTimeline
Creative Planningin group Creative Planning11,826$900K<0.01%013F-HRTimelineGroup
Mason & Associates Inc11,798$898K0.15%+33113F-HRTimeline
Archer Investment Management, LLC9,376$714K0.24%-76413F-HRTimeline
Private Advisor Group, LLC9,087$692K<0.01%+3,07713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,754$514K<0.01%-173,67913F-HRTimelineGroup
LINCOLN CAPITAL CORP5,355$408K0.13%new13F-HRTimeline
BSW Wealth Partners4,754$362K0.04%-8613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,697$358K0.02%-85513F-HRTimeline
Horizon Investments, LLC4,697$358K<0.01%-6,37913F-HRTimeline
Mariner, LLCin group Mariner, LLC4,672$356K<0.01%+7413F-HRTimelineGroup
Retirement Planning Group, LLC4,436$338K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,383$334K0.02%-25013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,263$325K<0.01%+42013F-HRTimeline
Per Stirling Capital Management, LLC.3,904$297K0.03%+813F-HRTimeline
Colorado Capital Management, Inc.3,736$284K0.1%-1,30313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,610$275K0.02%new13F-HRTimelineGroup
HighTower Advisors, LLC3,568$272K<0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,544$270K0.11%013F-HRTimeline
Gemmer Asset Management LLC3,213$245K0.02%-713F-HRTimeline
LPL Financial LLC2,905$221K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,682$204K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,500$190K<0.01%+25313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,555$118K0.01%-18313F-HRTimeline
AE Wealth Management LLC1,150$87.5K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,000$76.1K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.833$63.4K<0.01%-23313F-HRTimeline
Triumph Capital Management825$62.8K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN621$47.3K<0.01%-1,14013F-HRTimelineGroup
Millstone Evans Group, LLC516$39.3K0.02%013F-HRTimeline
CDKV HOLDINGS LLC476$36.2K0.03%013F-HRTimeline
Milestone Investment Advisors LLC328$25K0.01%new13F-HRTimeline
Heritage Wealth Advisors220$16.7K<0.01%-2813F-HRTimeline
Godfrey Financial Associates, Inc.166$12.6K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC119$9.06K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$7.61K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC79$6.03K<0.01%new13F-HRTimeline
Rossby Financial, LCC78$5.92K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG22$1.68K<0.01%-25713F-HRTimelineGroup
Geneos Wealth Management Inc.20$1.52K<0.01%013F-HRTimeline