MORGAN STANLEY ETF TRUST

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CVIE·61774R106·US·ETF

CVIE (MORGAN STANLEY ETF TRUST) is held by 30 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($67.8M), Wealthspire Advisors, LLC ($39.5M), AMERIPRISE FINANCIAL INC ($31.4M). Net institutional sentiment: Mixed.

30

Holders

(5 Elite)

$214.3M

Total Value

61% (31)

Consensus

19 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)40

Activist (13D/13G)32

Congressional (STOCK Act)53

Holder Quality

10

★★★★★

Elite

68

★★★★

Strong

18

★★★

Solid

56

★★

Below

21

★

Weak

Held by 30 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CVIE.

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Increased	797,392(+0.9%)	$67.8M	0.1%	+57.85%	30
WAWealthspire Advisors, LLC	Increased	464,924(+3.0%)	$39.5M	0.2%	+22.86%	36
AMERIPRISE FINANCIAL INC	Increased	369,688(+0.3%)	$31.4M	0.0%	+35.71%	29
EP Wealth Advisors, LLC	Increased	171,263(+0.1%)	$14.6M	0.1%	+21.07%	28
MORGAN STANLEY	Increased	146,612(+53.2%)	$12.5M	0.0%	+11.57%	39
RAYMOND JAMES FINANCIAL INC	Increased	94,816(+11.6%)	$8.1M	0.0%	+23.20%	31
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	88,043(-0.9%)	$7.5M	0.0%	+23.66%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	78,162	$6.6M	0.0%	-2.96%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	55,532(+7.9%)	$4.7M	0.0%	+29.59%	29
FWFocus Partners Wealth	Increased	50,630(+86.2%)	$4.3M	0.0%	+7.98%	42
Beacon Pointe Advisors, LLC	Increased	30,568(+2.0%)	$2.6M	0.0%	+14.09%	27
Private Advisor Group, LLC	Increased	20,250(+37.4%)	$1.7M	0.0%	+9.16%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	19,413(+424.8%)	$1.7M	0.0%	+0.22%	41
OPOrion Porfolio Solutions, LLC	Decreased	18,983(-1.8%)	$1.6M	0.0%	+19.30%	0
Kestra Advisory Services, LLC	Increased	16,978(+6.4%)	$1.4M	0.0%	+21.23%	27
Cetera Investment Advisers	Increased	15,948(+228.6%)	$1.4M	0.0%	+3.13%	41
Creative Planning	Decreased	15,829(-11.4%)	$1.3M	0.0%	+45.45%	0
OSAIC HOLDINGS, INC.	Decreased	11,661(-6.3%)	$991,415	0.0%	+39.33%	0
JANE STREET GROUP, LLC	Decreased	10,505(-94.8%)	$893,058	0.0%	+15.21%	0
Financial Engines Advisors L.L.C.	Increased	9,579(+2.2%)	$814,337	0.0%	+47.41%	25

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CVIEMORGAN STANLEY ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer