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CVSB MORGAN STANLEY ETF TRUST

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CALVERT ULT SHR (fund)

32 managers (32 13F filers) reported a position in CVSB shares at 2025-03-31, 3,207,391 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
32
13F filers
32
New
8
Added
11
Reduced
9
Sold out
3
Shares held by filers
3,207,391

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,187,154$111M0.01%-839,61013F-HRTimelineGroup
Valley Financial Group, Inc.336,107$17M11.29%+27,96113F-HRTimeline
First Pacific Financial191,034$9.67M1.96%+167,81913F-HRTimeline
LPL Financial LLC151,943$7.69M<0.01%-31,20713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC67,184$3.4M0.01%+39,51013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,950$2.98M0.01%+38,07113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,232$2.59M<0.01%+12,62213F-HRTimeline
Private Advisor Group, LLC21,021$1.06M0.01%+13,19613F-HRTimeline
Good Life Advisors, LLC18,774$950K0.07%+59813F-HRTimeline
Prism Advisors, Inc.12,088$612K0.19%-43513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,275$571K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,150$564K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC9,175$464K0.06%-2,94613F-HRTimeline
NATURAL INVESTMENTS, LLC9,043$457K0.13%-1713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,099$410K0.02%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,570$383K<0.01%+30713F-HRTimeline
Secure Asset Management, LLC7,400$374K0.08%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,520$330K0.01%-2913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,183$313K0.01%+2313F-HRTimelineGroup
PFG Investments, LLC5,973$302K0.02%new13F-HRTimeline
Cetera Investment Advisers5,600$283K<0.01%-6,90013F-HRTimeline
Betterment LLC4,421$224K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,332$219K0.01%-13013F-HRTimeline
Brookwood Investment Group LLC4,253$215K0.04%13F-HRTimeline
Riverwater Partners LLC4,192$212K0.11%new13F-HRTimeline
COMERICA BANK3,172$161K<0.01%-1,88113F-HRTimeline
Rossby Financial, LCC1,972$100K0.04%new13F-HRTimeline
IFP Advisors, Inc592$30K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.489$24.7K<0.01%+17913F-HRTimeline
CWM, LLCin group CWM, LLC397$20K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.96$4.86K<0.01%+7113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.