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Disclosery

CVSB MORGAN STANLEY ETF TRUST

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CALVERT ULT SHR (fund)

41 managers (41 13F filers) reported a position in CVSB shares at 2026-03-31, 3,423,282 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
41
New
9
Added
21
Reduced
5
Sold out
6
Shares held by filers
3,423,282

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
MORGAN STANLEYin group MORGAN STANLEY2,210,158$112M0.01%-17,86213F-HRTimelineGroup
LPL Financial LLC262,983$13.3M<0.01%+51,35413F-HRTimeline
Private Advisor Group, LLC160,700$8.13M0.04%+87,70613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC140,617$7.12M<0.01%+127,16113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC126,194$6.39M0.03%+54,01513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,918$3.23M<0.01%+1,73113F-HRTimeline
Valley Financial Group, Inc.57,308$2.9M1.57%-1,52913F-HRTimeline
Betterment LLC32,678$1.65M<0.01%+1,79313F-HRTimeline
Strategic Financial Planning, Inc.50,704$1.35M0.79%new13F-HRTimeline
Mason & Associates Inc24,522$1.24M0.24%-20213F-HRTimeline
Dynamic Advisor Solutions LLC23,973$1.21M0.04%+96313F-HRTimeline
Rossby Financial, LCC23,076$1.17M0.24%+10,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,570$1.14M<0.01%-61513F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,486$885K<0.01%+31613F-HRTimeline
Prism Advisors, Inc.17,330$877K0.23%+67313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,707$845K<0.01%new13F-HRTimelineGroup
RW Investment Management LLC13,479$682K0.07%13F-HRTimeline
DeDora Capital, Inc.12,522$634K0.16%new13F-HRTimeline
PFG Investments, LLC12,516$633K0.03%+16413F-HRTimeline
Regal Investment Advisors LLC12,258$620K0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC11,290$571K0.01%new13F-HRTimeline
Sunrise Financial Services, LLC10,570$535K0.38%+2,15813F-HRTimeline
Cetera Investment Advisers10,510$532K<0.01%+1,50013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC10,323$522K0.35%+1,82213F-HRTimeline
NATURAL INVESTMENTS, LLC10,077$509K0.13%-8913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,868$449K0.01%+92013F-HRTimelineGroup
Arkadios Wealth Advisors8,321$421K0.01%+3413F-HRTimeline
Secure Asset Management, LLC7,407$375K0.06%013F-HRTimeline
Gemmer Asset Management LLC6,951$352K0.03%+4713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,462$327K0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,350$321K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,831$295K<0.01%new13F-HRTimelineGroup
Riverwater Partners LLC4,857$246K0.08%+213F-HRTimeline
Brookwood Investment Group LLC4,644$235K0.03%+7913F-HRTimeline
Gladstone Institutional Advisory LLC4,332$219K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,826$143K<0.01%+50413F-HRTimeline
TFC Financial Management, Inc.911$46.1K0.01%+1313F-HRTimeline
CWM, LLCin group CWM, LLC397$20.1K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC305$15.5K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC200$10.1K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.151$7.64K0.01%013F-HRTimeline