Morgan Stanley ETF Trust (CVSB): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 50

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$50.64

+0.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of CVSB (all 13F filers)

Morgan Stanley2.3 MBank or trading desk+55 K
LPL Financial274 KWealth adviser+11 K
Pathstone Holdings126 KWealth adviser0
Moran Wealth Management107 KWealth adviser+107 K
Private Advisor Group75 KType not verified−85 K
Commonwealth Equity Services66 KWealth adviser+1,596
Valley Financial Group55 KType not verified−2,242
Perigon Wealth Management35 KWealth adviser+35 K
Betterment34 KWealth adviser+859
Rossby Financial, LCC31 KType not verified+8,103

Filer	Type
Morgan Stanley	Bank or trading desk	2.3 M	+55 K	$115M
LPL Financial	Wealth adviser	274 K	+11 K	$13.9M
Pathstone Holdings	Wealth adviser	126 K	0	$6.4M
Moran Wealth Management	Wealth adviser	107 K	+107 K	$5.4M
Private Advisor Group	Type not verified	75 K	−85 K	$3.8M
Commonwealth Equity Services	Wealth adviser	66 K	+1,596	$3.3M
Valley Financial Group	Type not verified	55 K	−2,242	$2.8M
Perigon Wealth Management	Wealth adviser	35 K	+35 K	$1.8M
Betterment	Wealth adviser	34 K	+859	$1.7M
Rossby Financial, LCC	Type not verified	31 K	+8,103	$1.6M

Morgan Stanley
Shares
2.3 M
Change
+55 K
See more
Type
Bank or trading desk
Value
$115M
LPL Financial
Shares
274 K
Change
+11 K
See more
Type
Wealth adviser
Value
$13.9M
Pathstone Holdings
Shares
126 K
Change
0
See more
Type
Wealth adviser
Value
$6.4M
Moran Wealth Management
Shares
107 K
Change
+107 K
See more
Type
Wealth adviser
Value
$5.4M
Private Advisor Group
Shares
75 K
Change
−85 K
See more
Type
Type not verified
Value
$3.8M
Commonwealth Equity Services
Shares
66 K
Change
+1,596
See more
Type
Wealth adviser
Value
$3.3M
Valley Financial Group
Shares
55 K
Change
−2,242
See more
Type
Type not verified
Value
$2.8M
Perigon Wealth Management
Shares
35 K
Change
+35 K
See more
Type
Wealth adviser
Value
$1.8M
Betterment
Shares
34 K
Change
+859
See more
Type
Wealth adviser
Value
$1.7M
Rossby Financial, LCC
Shares
31 K
Change
+8,103
See more
Type
Type not verified
Value
$1.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗