Who Owns MORGAN STANLEY ETF TRUST (CVSB)? -- Institutional Holders (2026-03-31)
48 institutions reported holding $172.1M of MORGAN STANLEY ETF TRUST (CVSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($111.8M), LPL Financial LLC ($13.3M), Private Advisor Group, LLC ($8.1M), GOLDMAN SACHS GROUP INC ($7.1M), Pathstone Holdings, LLC ($6.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $111.8M | 2.2M | Trimmed |
| 2 | LPL Financial LLC | $13.3M | 262,983 | Added |
| 3 | Private Advisor Group, LLC | $8.1M | 160,700 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $7.1M | 140,617 | Added |
| 5 | Pathstone Holdings, LLC | $6.4M | 126,194 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 63,918 | Added |
| 7 | Valley Financial Group, Inc. | $2.9M | 57,308 | Trimmed |
| 8 | Betterment LLC | $1.7M | 32,678 | Added |
| 9 | Strategic Financial Planning, Inc. | $1.3M | 50,704 | New |
| 10 | Mason & Associates Inc | $1.2M | 24,522 | Trimmed |
| 11 | Dynamic Advisor Solutions LLC | $1.2M | 23,973 | Added |
| 12 | Rossby Financial, LCC | $1.2M | 23,076 | Added |
| 13 | OSAIC HOLDINGS, INC. | $1.1M | 22,570 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $885,000 | 17,486 | Added |
| 15 | Prism Advisors, Inc. | $876,985 | 17,330 | Added |
| 16 | JANE STREET GROUP, LLC | $845,458 | 16,707 | New |
| 17 | RW Investment Management LLC | $682,105 | 13,479 | New |
| 18 | DeDora Capital, Inc. | $633,676 | 12,522 | New |
| 19 | PFG Investments, LLC | $633,390 | 12,516 | Added |
| 20 | Regal Investment Advisors LLC | $620,317 | 12,258 | New |
| 21 | Kingsview Wealth Management, LLC | $571,331 | 11,290 | New |
| 22 | Sunrise Financial Services, LLC | $534,895 | 10,570 | Added |
| 23 | Cetera Investment Advisers | $531,859 | 10,510 | Added |
| 24 | ROBINSON SMITH WEALTH ADVISORS LLC | $522,395 | 10,323 | Added |
| 25 | NATURAL INVESTMENTS, LLC | $509,000 | 10,077 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31