MORGAN STANLEY ETF TRUST

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CVMC·61774R403·US·ETF

CVMC (MORGAN STANLEY ETF TRUST) is held by 16 institutional investors as of Q2 2026. Largest holders: EP Wealth Advisors, LLC ($8.8M), Financial Engines Advisors L.L.C. ($8.4M), GOLDMAN SACHS GROUP INC ($5.7M). Net institutional sentiment: Mixed.

16

Holders

(5 Elite)

$30.2M

Total Value

67% (15)

Consensus

10 buying - 5 selling

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

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)45

Activist (13D/13G)66

Congressional (STOCK Act)65

Holder Quality

64

★★★★★

Elite

78

★★★★

Strong

72

★★★

Solid

30

★★

Below

15

★

Weak

Held by 16 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EP Wealth Advisors, LLC	Increased	116,055(+5.6%)	$8.8M	0.0%	+15.96%	29
Financial Engines Advisors L.L.C.	Decreased	110,192(-3.5%)	$8.4M	0.0%	+30.97%	0
GOLDMAN SACHS GROUP INC	New	74,767	$5.7M	0.0%	-1.78%	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	37,798(+13.0%)	$2.9M	0.0%	+19.87%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	14,945(+20.1%)	$1.1M	0.0%	+18.42%	30
Creative Planning	Unchanged	11,826	$900,313	0.0%	+26.86%	0
Private Advisor Group, LLC	Increased	9,087(+51.2%)	$691,794	0.0%	+20.13%	34
MORGAN STANLEY	Decreased	6,754(-96.3%)	$514,234	0.0%	+39.30%	0
Mariner, LLC	Increased	4,672(+1.6%)	$355,669	0.0%	+31.76%	24
HighTower Advisors, LLC	New	3,568	$271,624	0.0%	-1.78%	32
LPL Financial LLC	New	2,905	$221,158	0.0%	-1.78%	35
OSAIC HOLDINGS, INC.	Increased	2,500(+11.3%)	$190,292	0.0%	+22.81%	25
AE Wealth Management LLC	New	1,150	$87,550	0.0%	-1.78%	30
WELLS FARGO & COMPANY/MN	Decreased	621(-64.7%)	$47,277	0.0%	+17.15%	0
Aptus Capital Advisors, LLC	Unchanged	100	$7,613	0.0%	+17.15%	0
UBS Group AG	Decreased	22(-92.1%)	$1,675	0.0%	+17.15%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$23,000	0.0%	+19.27%	0

CVMCMORGAN STANLEY ETF TRUST

1M3M6M1Y3Y5Y

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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