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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 2025-12-31, 3,017,928 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
38
13F filers
38
New
7
Added
21
Reduced
6
Sold out
9
Shares held by filers
3,017,928

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 STANLEY2,228,020$113M0.01%+63,99913F-HR/ATimelineGroup
LPL Financial LLC211,629$10.7M<0.01%+26,05213F-HRTimeline
Private Advisor Group, LLC72,994$3.7M0.02%+37,42313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC72,179$3.66M0.01%-32,52513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC62,187$3.16M<0.01%+6,01613F-HRTimeline
Valley Financial Group, Inc.58,837$2.99M1.68%-301,93713F-HRTimeline
Betterment LLC30,885$1.57M<0.01%+4,46413F-HRTimeline
Mason & Associates Inc24,724$1.25M0.24%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,185$1.18M<0.01%+8,30013F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,010$1.17M0.04%+11,24913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,980$1.06M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,170$871K<0.01%+1,03013F-HRTimeline
Prism Advisors, Inc.16,657$845K0.23%+1,15913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,456$683K<0.01%-20513F-HR/ATimelineGroup
Rossby Financial, LCC13,056$663K0.21%+4,85013F-HRTimeline
PFG Investments, LLC12,352$627K0.03%+14713F-HRTimeline
NATURAL INVESTMENTS, LLC10,166$515K0.13%new13F-HRTimeline
Cetera Investment Advisers9,010$457K<0.01%+2,65013F-HRTimeline
Global Retirement Partners, LLC8,665$440K0.01%-98913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC8,501$431K0.29%+3,58013F-HRTimeline
Sunrise Financial Services, LLC8,412$427K0.32%13F-HRTimeline
Arkadios Wealth Advisors8,287$421K0.01%+1,02313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…7,948$403K0.01%+91113F-HRTimelineGroup
Secure Asset Management, LLC7,407$376K0.06%+4113F-HRTimeline
Gemmer Asset Management LLC6,904$350K0.03%+1,77913F-HRTimeline
HRT FINANCIAL LP6,534$331K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,462$328K0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,085$258K<0.01%+79313F-HRTimelineGroup
Riverwater Partners LLC4,855$246K0.1%-8013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,858$246K<0.01%-37513F-HRTimelineGroup
Brookwood Investment Group LLC4,565$232K0.03%+9713F-HRTimeline
Gladstone Institutional Advisory LLC4,332$220K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,322$118K<0.01%+32013F-HRTimeline
TFC Financial Management, Inc.898$45.6K0.01%+33513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA780$40K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC397$20K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.151$7.66K0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68$3.45K<0.01%new13F-HR/ATimelineGroup