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CVMC MORGAN STANLEY ETF TRUST

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CMN (fund)

33 managers (34 13F filers) reported a position in CVMC shares at 2025-09-30, 1,000,426 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
34
New
5
Added
12
Reduced
9
Sold out
3
Shares held by filers
1,000,426

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY331,254$21M<0.01%-24,90513F-HR/ATimelineGroup
First Pacific Financial228,862$14.5M2.02%+13,40013F-HRTimeline
Financial Engines Advisors L.L.C.101,402$6.44M0.01%+3,91013F-HRTimeline
LongView Asset Management LLC99,910$6.34M4.38%+19,33013F-HRTimeline
Archer Investment Management, LLC50,595$3.21M1.97%-29413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,642$1.82M<0.01%+1,69313F-HRTimelineGroup
Joel Adams & Associates, Inc.22,869$1.45M1.17%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding21,084$1.34M+133Timeline
CWM, LLCin group CWM, LLC18,620$1.18M<0.01%+2,19513F-HRTimelineGroup
Colorado Capital Management, Inc.11,381$723K0.28%-6,58513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,652$676K<0.01%+2,87513F-HRTimeline
Creative Planningin group Creative Planning10,326$656K<0.01%013F-HRTimelineGroup
BBR PARTNERS, LLC8,796$558K0.03%013F-HRTimeline
Sandbox Financial Partners, LLC6,798$432K0.12%+47213F-HRTimeline
Private Advisor Group, LLC6,251$397K<0.01%+35613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,528$351K0.01%+40213F-HRTimeline
LPL Financial LLC5,262$334K<0.01%-4213F-HRTimeline
BSW Wealth Partners4,747$301K0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,531$288K<0.01%+113F-HRTimelineGroup
Modern Wealth Management, LLC4,483$285K0.01%-53913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,440$282K0.02%013F-HRTimeline
Collaborative Wealth Managment Inc.3,498$222K0.09%-90613F-HRTimeline
RMG Wealth Management LLC2,969$190K0.03%-34913F-HRTimeline
GPS Wealth Strategies Group, LLC1,953$124K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,599$101K0.02%+82513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,412$89.5K<0.01%-14213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.843$53.5K<0.01%-49213F-HRTimeline
McIlrath & Eck, LLC724$46K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC407$25.8K<0.01%new13F-HRTimelineGroup
Heritage Wealth Advisors299$19K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$9.52K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC119$7.56K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.20$1.27K<0.01%new13F-HRTimeline