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CVMC MORGAN STANLEY ETF TRUST

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CMN (fund)

32 managers (33 13F filers) reported a position in CVMC shares at 2025-06-30, 980,274 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
32
13F filers
33
New
6
Added
11
Reduced
11
Sold out
7
Shares held by filers
980,274

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY356,159$21.6M<0.01%-1,01613F-HRTimelineGroup
First Pacific Financial215,462$13.1M1.93%+26,92013F-HRTimeline
Financial Engines Advisors L.L.C.97,492$5.92M0.01%-6,84913F-HRTimeline
LongView Asset Management LLC80,580$4.89M3.7%+10,25713F-HRTimeline
Archer Investment Management, LLC50,889$3.09M2.24%-14,94113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,949$1.64M<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding20,951$1.27MnewTimeline
Colorado Capital Management, Inc.17,966$1.09M0.47%-3,94913F-HRTimeline
CWM, LLCin group CWM, LLC16,425$997K<0.01%+12,90113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,328$627K<0.01%-5,39713F-HRTimelineGroup
Creative Planningin group Creative Planning10,326$627K<0.01%013F-HRTimelineGroup
BBR PARTNERS, LLC8,796$534K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,777$472K<0.01%+95913F-HRTimeline
Sandbox Financial Partners, LLC6,326$384K0.12%+1713F-HRTimeline
NATURAL INVESTMENTS, LLC6,097$370K0.1%+1413F-HRTimeline
Private Advisor Group, LLC5,895$358K<0.01%-49013F-HRTimeline
LPL Financial LLC5,304$322K<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,126$311K0.01%-12613F-HRTimeline
Modern Wealth Management, LLC5,022$305K0.01%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC4,530$275K<0.01%-213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP4,440$270K0.02%+49213F-HRTimeline
Collaborative Wealth Managment Inc.4,404$267K0.12%-65113F-HRTimeline
RMG Wealth Management LLC3,318$204K0.03%13F-HRTimeline
UBS Group AGin group UBS Group AG2,923$177K<0.01%-1,23413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,953$119K0.01%+42613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,554$94.3K<0.01%-68813F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,335$81.1K<0.01%+24913F-HRTimeline
VALLEY NATIONAL ADVISERS INC774$46K0.01%+2413F-HRTimeline
McIlrath & Eck, LLC724$43.9K0.01%013F-HRTimeline
Heritage Wealth Advisors299$18.1K<0.01%+8513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$9.11K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.