Who Owns MORGAN STANLEY ETF TRUST (CVLC)? -- Institutional Holders (2026-06-30)
40 institutions reported holding $372.8M of MORGAN STANLEY ETF TRUST (CVLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: State Insurance Fund ($254.8M), COMMONWEALTH EQUITY SERVICES, LLC ($52.8M), Rossby Financial, LCC ($23.0M), North Berkeley Wealth Management, LLC ($9.7M), Westfuller Advisors, LLC ($4.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | State Insurance Fund | $254.8M | 2.7M | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $52.8M | 559,274 | Added |
| 3 | Rossby Financial, LCC | $23.0M | 242,957 | Added |
| 4 | North Berkeley Wealth Management, LLC | $9.7M | 102,411 | Added |
| 5 | Westfuller Advisors, LLC | $4.7M | 50,220 | Added |
| 6 | Atria Investments, Inc | $4.3M | 45,020 | Trimmed |
| 7 | Fulcrum Capital LLC | $2.6M | 27,019 | Trimmed |
| 8 | Private Advisor Group, LLC | $2.1M | 22,695 | New |
| 9 | Pathway Financial Advisors LLC | $2.1M | 22,103 | Added |
| 10 | First Pacific Financial | $2.0M | 20,838 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $1.9M | 20,391 | Trimmed |
| 12 | Mountain Capital Investment Advisors Inc. | $1.9M | 20,289 | New |
| 13 | PFG Investments, LLC | $1.0M | 10,603 | New |
| 14 | LINCOLN CAPITAL CORP | $937,237 | 9,921 | Hold |
| 15 | Cambridge Investment Research Advisors, Inc. | $914,000 | 9,684 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $800,130 | 8,470 | Added |
| 17 | Relyea Zuckerberg Hanson LLC | $636,644 | 6,739 | Added |
| 18 | Conrad Siegel Investment Advisors, Inc. | $612,303 | 6,481 | Trimmed |
| 19 | ENTRUST FINANCIAL LLC | $607,140 | 6,427 | Trimmed |
| 20 | Kondo Wealth Advisors, Inc. | $519,762 | 5,501 | Trimmed |
| 21 | Montecito Bank & Trust | $468,571 | 4,960 | New |
| 22 | Gemmer Asset Management LLC | $425,488 | 4,504 | Added |
| 23 | Bond & Devick Financial Network, Inc. | $418,408 | 4,429 | New |
| 24 | TFC Financial Management, Inc. | $388,175 | 4,109 | Added |
| 25 | J.W. COLE ADVISORS, INC. | $340,637 | 3,606 | Added |
Source: SEC Form 13F filings · as of 2026-06-30