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Disclosery

CVSB MORGAN STANLEY ETF TRUST

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CALVERT ULT SHR (fund)

48 managers (49 13F filers) reported a position in CVSB shares at 2026-06-30, 3,382,402 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
48
13F filers
49
New
11
Added
18
Reduced
13
Sold out
3
Shares held by filers
3,382,402

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 STANLEY2,265,063$115M0.01%+54,90513F-HRTimelineGroup
LPL Financial LLC274,024$13.9M<0.01%+11,04113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC126,194$6.39M0.02%013F-HRTimelineGroup
Moran Wealth Management, LLC106,784$5.41M0.15%new13F-HRTimeline
Private Advisor Group, LLC75,202$3.81M0.02%-85,49813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC65,514$3.32M<0.01%+1,59613F-HRTimeline
Valley Financial Group, Inc.55,066$2.79M1.38%-2,24213F-HRTimeline
Perigon Wealth Management, LLC35,131$1.78M0.03%new13F-HRTimeline
Betterment LLC33,537$1.7M<0.01%+85913F-HRTimeline
Rossby Financial, LCC31,179$1.58M0.29%+8,10313F-HRTimeline
PFG Investments, LLC27,986$1.42M0.05%+15,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,403$1.29M<0.01%+2,83313F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,370$1.28M0.04%+1,39713F-HRTimeline
Mason & Associates Inc19,445$985K0.16%-5,07713F-HRTimeline
Prism Advisors, Inc.17,652$894K0.22%+32213F-HRTimeline
DeDora Capital, Inc.12,912$654K0.14%+39013F-HRTimeline
Cetera Investment Advisers12,268$621K<0.01%+1,75813F-HRTimeline
NATURAL INVESTMENTS, LLC11,242$569K0.12%+1,16513F-HRTimeline
Kingsview Wealth Management, LLC10,928$553K0.01%-36213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC10,116$512K0.31%-20713F-HRTimeline
Sunrise Financial Services, LLC10,108$512K0.3%-46213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,807$497K+939Timeline
Cambridge Investment Research Advisors,…8,987$455K<0.01%-8,49913F-HR/ATimeline
Arkadios Wealth Advisors8,374$424K0.01%+5313F-HRTimeline
RW Investment Management LLC8,131$412K0.04%-5,34813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,968$403K<0.01%new13F-HRTimelineGroup
Secure Asset Management, LLC7,292$369K0.05%-11513F-HRTimeline
Global Retirement Partners, LLC7,179$364K0.01%13F-HRTimeline
Gemmer Asset Management LLC7,023$356K0.02%+7213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,003$355K<0.01%-133,61413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,927$351K<0.01%+57713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,502$329K<0.01%+4013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,633$285K<0.01%-19813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,424$275K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC4,644$235K0.03%013F-HRTimeline
Riverwater Partners LLC4,602$233K0.07%-25513F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …4,430$224K0.17%new13F-HRTimeline
Ethos Financial Group, LLC4,398$223K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,332$219K0.01%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,078$207K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,975$151K<0.01%+14913F-HRTimeline
NewEdge Advisors, LLC2,052$104K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,962$99.4K0.01%new13F-HRTimeline
TFC Financial Management, Inc.781$39.5K<0.01%-13013F-HRTimeline
Smartleaf Asset Management LLC305$15.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC200$10.1K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.151$7.65K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG118$5.98K<0.01%new13F-HRTimelineGroup