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Disclosery

CVMC MORGAN STANLEY ETF TRUST

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CMN (fund)

44 managers (44 13F filers) reported a position in CVMC shares at 2026-03-31, 980,841 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
44
13F filers
44
New
10
Added
20
Reduced
8
Sold out
8
Shares held by filers
980,841

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
First Pacific Financial250,140$16M2.06%+7,44813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY180,433$11.6M<0.01%-64,49413F-HRTimelineGroup
Financial Engines Advisors L.L.C.114,156$7.31M0.01%+3,62513F-HRTimeline
EP Wealth Advisors, LLC109,884$7.03M0.03%new13F-HRTimeline
North Berkeley Wealth Management, LLC38,261$2.45M1.29%+28,40313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,459$2.14M<0.01%+46213F-HRTimelineGroup
NATURAL INVESTMENTS, LLC31,380$2.01M0.5%+9,06213F-HRTimeline
Joel Adams & Associates, Inc.25,728$1.65M1.22%+78813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…22,096$1.41M0.04%-21413F-HRTimelineGroup
CWM, LLCin group CWM, LLC19,855$1.27M<0.01%+22213F-HRTimelineGroup
Dynamic Advisor Solutions LLC15,593$998K0.03%+32013F-HRTimeline
Sandbox Financial Partners, LLC15,186$972K0.27%+8,70513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,448$797K<0.01%-1,49113F-HRTimeline
Creative Planningin group Creative Planning11,826$757K<0.01%+20713F-HRTimelineGroup
Mason & Associates Inc11,467$714K0.14%+33913F-HRTimeline
Horizon Investments, LLC11,076$709K0.01%new13F-HRTimeline
Archer Investment Management, LLC10,140$649K0.27%-29,46813F-HRTimeline
RMG Wealth Management LLC5,703$405K0.05%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,123$392K0.01%+31613F-HRTimeline
Private Advisor Group, LLC6,010$385K<0.01%-28313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,552$374K0.02%new13F-HR/ATimeline
Colorado Capital Management, Inc.5,039$323K0.12%-20013F-HRTimeline
BSW Wealth Partners4,840$310K0.04%+16213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,633$297K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,598$294K<0.01%-33613F-HRTimelineGroup
Per Stirling Capital Management, LLC.3,896$249K0.03%+8913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,843$246K0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.3,544$227K0.1%+4813F-HRTimeline
Gemmer Asset Management LLC3,220$206K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,247$144K<0.01%+61613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,761$113K<0.01%new13F-HR/ATimelineGroup
VALLEY NATIONAL ADVISERS INC1,738$111K0.01%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,066$68.3K<0.01%+47413F-HRTimeline
McIlrath & Eck, LLC873$55.9K<0.01%+14913F-HRTimeline
Triumph Capital Management825$52.8K0.01%013F-HRTimeline
Millstone Evans Group, LLC516$33K0.02%013F-HRTimeline
CDKV HOLDINGS LLC476$30.5K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA366$23K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG279$17.9K<0.01%new13F-HRTimelineGroup
Heritage Wealth Advisors248$15.9K<0.01%-1613F-HRTimeline
Founders Financial Alliance, LLC119$7.62K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$6.4K<0.01%new13F-HRTimeline
Rossby Financial, LCC78$5.01K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.20$1.28K<0.01%013F-HRTimeline