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Disclosery

CVSB MORGAN STANLEY ETF TRUST

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CALVERT ULT SHR (fund)

38 managers (38 13F filers) reported a position in CVSB shares at 2025-09-30, 3,184,334 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
38
13F filers
38
New
8
Added
21
Reduced
5
Sold out
5
Shares held by filers
3,184,334

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 STANLEY2,164,021$110M0.01%+109,96013F-HR/ATimelineGroup
Valley Financial Group, Inc.360,774$18.3M10.37%+14,59413F-HRTimeline
LPL Financial LLC185,577$9.41M<0.01%+6,20413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC104,704$5.31M0.02%+19,70113F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV60,726$3.08M1.93%+25,90813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,171$2.85M<0.01%-10,22813F-HRTimeline
Private Advisor Group, LLC35,571$1.8M0.01%+6,31813F-HRTimeline
Betterment LLC26,421$1.34M<0.01%+6,18713F-HRTimeline
Cambridge Investment Research Advisors,…16,140$819K<0.01%+24413F-HRTimeline
Prism Advisors, Inc.15,498$786K0.21%+3,91013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,885$755K<0.01%+3,37513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,661$693K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC12,205$619K0.03%+1,22913F-HRTimeline
Dynamic Advisor Solutions LLC11,761$596K0.02%+2,43413F-HRTimeline
Global Retirement Partners, LLC9,654$490K0.01%-19913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,649$489K<0.01%+5,36713F-HRTimelineGroup
Rossby Financial, LCC8,206$416K0.14%+2,34213F-HRTimeline
Secure Asset Management, LLC7,366$374K0.06%013F-HRTimeline
Arkadios Wealth Advisors7,264$368K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,037$357K-152Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,920$351K<0.01%-5,72213F-HRTimelineGroup
Cetera Investment Advisers6,360$323K<0.01%+76013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,233$265K0.01%-75013F-HRTimelineGroup
Gemmer Asset Management LLC5,125$260K0.02%+1,03313F-HRTimeline
Riverwater Partners LLC4,935$250K0.1%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC4,921$250K0.18%new13F-HRTimeline
Brookwood Investment Group LLC4,468$227K0.03%+2813F-HRTimeline
Gladstone Institutional Advisory LLC4,332$220K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,292$218K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,388$172K0.02%-1,57613F-HRTimeline
COMERICA BANK2,893$147K<0.01%+3313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,002$102K<0.01%+13813F-HRTimeline
IFP Advisors, Inc592$30K<0.01%013F-HR/ATimeline
TFC Financial Management, Inc.563$28.6K<0.01%+7413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC502$25.5K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC397$20K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG87$4.41K<0.01%new13F-HRTimelineGroup
HM PAYSON & CO33$1.67K<0.01%new13F-HRTimeline