Who Owns MORGAN STANLEY ETF TRUST (CVSB)? -- Institutional Holders (2026-06-30)
52 institutions reported holding $171.3M of MORGAN STANLEY ETF TRUST (CVSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($114.7M), LPL Financial LLC ($13.9M), Pathstone Holdings, LLC ($6.4M), Moran Wealth Management, LLC ($5.4M), Private Advisor Group, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $114.7M | 2.3M | Added |
| 2 | LPL Financial LLC | $13.9M | 274,024 | Added |
| 3 | Pathstone Holdings, LLC | $6.4M | 126,194 | Hold |
| 4 | Moran Wealth Management, LLC | $5.4M | 106,784 | New |
| 5 | Private Advisor Group, LLC | $3.8M | 75,202 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 65,514 | Added |
| 7 | Valley Financial Group, Inc. | $2.8M | 55,066 | Trimmed |
| 8 | Perigon Wealth Management, LLC | $1.8M | 35,131 | New |
| 9 | Betterment LLC | $1.7M | 33,537 | Added |
| 10 | Rossby Financial, LCC | $1.6M | 31,179 | Added |
| 11 | PFG Investments, LLC | $1.4M | 27,986 | Added |
| 12 | OSAIC HOLDINGS, INC. | $1.3M | 25,403 | Added |
| 13 | Dynamic Advisor Solutions LLC | $1.3M | 25,370 | Added |
| 14 | Mason & Associates Inc | $984,695 | 19,445 | Trimmed |
| 15 | Prism Advisors, Inc. | $893,897 | 17,652 | Added |
| 16 | DeDora Capital, Inc. | $653,864 | 12,912 | Added |
| 17 | Cetera Investment Advisers | $621,252 | 12,268 | Added |
| 18 | NATURAL INVESTMENTS, LLC | $569,000 | 11,242 | Added |
| 19 | Kingsview Wealth Management, LLC | $553,394 | 10,928 | Trimmed |
| 20 | ROBINSON SMITH WEALTH ADVISORS LLC | $512,274 | 10,116 | Trimmed |
| 21 | Sunrise Financial Services, LLC | $511,869 | 10,108 | Trimmed |
| 22 | Ameritas Investment Partners, Inc. | $482,665 | 9,531 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $455,000 | 8,987 | Trimmed |
| 24 | Arkadios Wealth Advisors | $424,052 | 8,374 | Added |
| 25 | RW Investment Management LLC | $411,754 | 8,131 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30