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Disclosery

CVMC MORGAN STANLEY ETF TRUST

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CMN (fund)

43 managers (43 13F filers) reported a position in CVMC shares at 2025-12-31, 1,042,704 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
12
Added
15
Reduced
9
Sold out
4
Shares held by filers
1,042,704

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY244,927$15.7M<0.01%-86,32713F-HR/ATimelineGroup
First Pacific Financial242,692$15.6M2.03%+13,83013F-HRTimeline
Financial Engines Advisors L.L.C.110,531$7.09M0.01%+9,12913F-HRTimeline
LongView Asset Management LLC100,879$6.47M4.51%+96913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,831$2.75M<0.01%new13F-HRTimelineGroup
Archer Investment Management, LLC39,608$2.54M1.37%-10,98713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,997$2.12M<0.01%+4,35513F-HR/ATimelineGroup
Joel Adams & Associates, Inc.24,940$1.6M1.2%+2,07113F-HRTimeline
NATURAL INVESTMENTS, LLC22,318$1.43M0.36%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,310$1.43M+1,226Timeline
CWM, LLCin group CWM, LLC19,633$1.26M<0.01%+1,01313F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,273$979K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,939$894K<0.01%+3,28713F-HRTimeline
Creative Planningin group Creative Planning11,619$745K<0.01%+1,29313F-HRTimelineGroup
Mason & Associates Inc11,128$714K0.13%new13F-HRTimeline
North Berkeley Wealth Management, LLC9,858$632K0.37%new13F-HRTimeline
BBR PARTNERS, LLC8,796$564K0.03%013F-HRTimeline
Montecito Bank & Trust7,345$471K0.08%new13F-HRTimeline
Sandbox Financial Partners, LLC6,481$416K0.12%-31713F-HRTimeline
Private Advisor Group, LLC6,293$404K<0.01%+4213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,807$372K0.01%+27913F-HRTimeline
Colorado Capital Management, Inc.5,239$336K0.13%-6,14213F-HRTimeline
Mariner, LLCin group Mariner, LLC4,934$316K<0.01%+40313F-HRTimelineGroup
BSW Wealth Partners4,678$300K0.04%-6913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,633$297K0.02%+19313F-HRTimeline
Modern Wealth Management, LLC4,483$287K0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.3,807$244K0.03%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,496$224K0.08%-213F-HRTimeline
LPL Financial LLC3,136$201K<0.01%-2,12613F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,720$110K0.02%+12113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,631$105K<0.01%+21913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC945$60.6K<0.01%new13F-HRTimelineGroup
Triumph Capital Management825$52.9K0.01%new13F-HRTimeline
McIlrath & Eck, LLC724$46.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.592$38K<0.01%-25113F-HRTimeline
Millstone Evans Group, LLC516$33.1K0.02%new13F-HRTimeline
CDKV HOLDINGS LLC476$30.5K0.03%13F-HRTimeline
Heritage Wealth Advisors264$16.9K<0.01%-3513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$9.62K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC119$7.63K<0.01%013F-HRTimeline
Rossby Financial, LCC77$4.96K<0.01%new13F-HRTimeline
Elyxium Wealth, LLC34$2.19K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.20$1.28K<0.01%013F-HRTimeline