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CVMC MORGAN STANLEY ETF TRUST

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CMN (fund)

33 managers (33 13F filers) reported a position in CVMC shares at 2025-03-31, 950,893 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
33
New
9
Added
9
Reduced
10
Sold out
0
Shares held by filers
950,893

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY357,175$20.3M<0.01%-27,77013F-HRTimelineGroup
First Pacific Financial188,542$10.7M2.17%+12,61313F-HRTimeline
Financial Engines Advisors L.L.C.104,341$5.92M0.01%+3,47213F-HRTimeline
LongView Asset Management LLC70,323$3.99M3.42%+7,60413F-HRTimeline
Archer Investment Management, LLC65,830$3.73M2.58%-23,18813F-HRTimeline
Colorado Capital Management, Inc.21,915$1.24M0.58%-47813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,033$909K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,725$892K<0.01%-9,62313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,222$693K<0.01%-14,25813F-HRTimelineGroup
Creative Planningin group Creative Planning10,326$586K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC8,796$499K0.06%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,480$481K0.01%new13F-HRTimeline
HighTower Advisors, LLC8,459$480K<0.01%+4,00113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,818$387K<0.01%+1,25313F-HRTimeline
Private Advisor Group, LLC6,385$362K<0.01%+11613F-HRTimeline
Sandbox Financial Partners, LLC6,309$358K0.13%+1713F-HRTimeline
NATURAL INVESTMENTS, LLC6,083$345K0.1%-52813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,252$298K0.01%-19113F-HRTimeline
Collaborative Wealth Managment Inc.5,055$287K0.13%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,532$257K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,157$236K<0.01%+3,86613F-HRTimelineGroup
Meriwether Wealth & Planning, LLC3,969$225K0.15%-35713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,948$224K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,524$200K<0.01%-17313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,242$127K<0.01%+80713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,527$86.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,086$61.6K<0.01%-3913F-HRTimeline
VALLEY NATIONAL ADVISERS INC750$42K0.01%new13F-HRTimeline
McIlrath & Eck, LLC724$41.1K0.01%new13F-HRTimeline
Heritage Wealth Advisors214$12.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$8.51K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$57<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.