Skip to content

CVMC MORGAN STANLEY ETF TRUST

Follow

CMN (fund)

24 managers (24 13F filers) reported a position in CVMC shares at 2024-12-31, 954,012 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
3
Added
8
Reduced
5
Sold out
2
Shares held by filers
954,012

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY384,945$22.9M<0.01%-19,01913F-HR/ATimelineGroup
First Pacific Financial175,929$10.5M2.43%+8,08113F-HRTimeline
Financial Engines Advisors L.L.C.100,869$5.99M0.01%-4,28913F-HRTimeline
Archer Investment Management, LLC89,018$5.29M3.26%13F-HRTimeline
LongView Asset Management LLC62,719$3.73M3.25%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,480$1.57M<0.01%-2,04813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,348$1.51M<0.01%-24,63413F-HRTimelineGroup
Colorado Capital Management, Inc.22,393$1.33M0.64%-1,26913F-HRTimeline
Creative Planningin group Creative Planning10,326$613K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC8,796$523K0.06%013F-HRTimeline
NATURAL INVESTMENTS, LLC6,611$392K0.11%13F-HRTimeline
Sandbox Financial Partners, LLC6,292$374K0.12%+2313F-HRTimeline
Private Advisor Group, LLC6,269$372K<0.01%+51113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,565$331K<0.01%+1,31913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,443$323K0.01%+1,25513F-HRTimeline
HighTower Advisors, LLC4,458$265K<0.01%new13F-HRTimeline
Meriwether Wealth & Planning, LLC4,326$257K0.18%13F-HRTimeline
CWM, LLCin group CWM, LLC3,697$220K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,527$90.7K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,435$85.3K<0.01%+15513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,125$66.8K<0.01%+16513F-HRTimeline
UBS Group AGin group UBS Group AG291$17.3K<0.01%+24413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\150$8.91K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.