Vault-13

MORGAN STANLEY ETF TRUST CVIE

CALVERT INTERNAT · ETP · CUSIP 61774R106

60 institutional holders +9 vs Q3 2025
3,383,2383.4m shares reported held*
$241.3mreported value*
10 new 29 added 10 reduced 4 sold out net bought ≈ $31.2m (+437.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $71.32.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q1 23: 6Q2 23: 8Q3 23: 8Q4 23: 10Q1 24: 11Q2 24: 18Q3 24: 25Q4 24: 33Q1 25: 38Q2 25: 44Q3 25: 51Q4 25: 6060Q1 23Q4 23Q3 24Q2 25Q4 25
Numbers
QuarterHolders
Q1 20236
Q2 20238
Q3 20238
Q4 202310
Q1 202411
Q2 202418
Q3 202425
Q4 202433
Q1 202538
Q2 202544
Q3 202551
Q4 202560

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 8 bought or addedQ1 24: 2 cut or sold outQ2 24: 12 bought or addedQ2 24: 5 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 7 cut or sold outQ4 24: 17 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 11 cut or sold outQ2 25: 30 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 11 cut or sold outQ4 25: 39 bought or addedQ4 25: 14 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202482
Q2 2024125
Q3 2024167
Q4 2024178
Q1 20252611
Q2 2025309
Q3 20253711
Q4 20253914

Biggest buyers

AMERIPRISE FINANCIAL INC Added +119,118+119.1k
MGO ONE SEVEN LLC New +64,266+64.3k
JANE STREET GROUP, LLC New +62,011+62.0k
North Berkeley Wealth Management, LLC New +41,365+41.4k
Wealthspire Advisors, LLC Added +40,287+40.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +26,947+26.9k
Rossby Financial, LCC Added +23,296+23.3k
ST GERMAIN D J CO INC Added +16,941+16.9k
Orion Porfolio Solutions, LLC Added +12,837+12.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +10,501+10.5k

Biggest sellers

NATURAL INVESTMENTS, LLC Reduced -25,352-25.4k
Archer Investment Management, LLC Reduced -9,250-9.2k
FLOW TRADERS U.S. LLC Sold out -7,122-7.1k
World Investment Advisors Reduced -3,775-3.8k
Kondo Wealth Advisors, Inc. Reduced -3,640-3.6k
Creative Planning Reduced -1,941-1.9k
O'Brien Wealth Partners LLC Reduced -1,305-1.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -1,305-1.3k
Focus Partners Advisor Solutions, LLC Reduced -1,184-1.2k
Cambridge Investment Research Advisors, Inc. Reduced -582-582

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 756,310756.3k $53.9m $53.9m 0.07% Added +26.9k +26,947
2 Wealthspire Advisors, LLC 0.25% of their portfolio NEW YORK, NY 446,141446.1k $31.8m $31.8m 0.25% Added +40.3k +40,287
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 369,193369.2k $26.3m $26.3m 0.01% Added +119.1k +119,118
4 Rossby Financial, LCC 6.95% of their portfolio MELBOURNE, FL 310,122310.1k $22.1m $22.1m 6.95% Added +23.3k +23,296
5 World Investment Advisors 0.28% of their portfolio LINCROFT, NJ 235,536235.5k $16.8m $16.8m 0.28% Reduced -3.8k -3,775
6 LongView Asset Management LLC 6.70% of their portfolio SANTA FE, NM 134,821134.8k $9.6m $9.6m 6.70% Added +4.3k +4,286
7 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 119,705119.7k $8.5m $8.5m 0.01% Reduced -1.3k -1,305
8 O'Brien Wealth Partners LLC 1.13% of their portfolio Waltham, MA 119,705119.7k $8.5m $8.5m 1.13% Reduced -1.3k -1,305
9 ST GERMAIN D J CO INC 0.29% of their portfolio SPRINGFIELD, MA 103,969104.0k $7.4m $7.4m 0.29% Added +16.9k +16,941
10 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 64,26664.3k $4.6m $4.6m 0.09% New
11 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 62,01162.0k $4.4m $4.4m 0.01% New
12 Gateway Wealth Partners, LLC 0.46% of their portfolio APPLETON, WI 58,49458.5k $4.2m $4.2m 0.46% Added +1.5k +1,508
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,31245.3k $3.2m $3.2m 0.00% Added +7.0k +6,975
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44,17244.2k $3.1m $3.1m 0.00% Added +10.5k +10,501
15 North Berkeley Wealth Management, LLC 1.74% of their portfolio Berkeley, CA 41,36541.4k $2.9m $2.9m 1.74% New
16 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 36,11736.1k $2.6m $2.6m 0.01% First filing
17 Archer Investment Management, LLC 1.36% of their portfolio AUSTIN, TX 35,36535.4k $2.5m $2.5m 1.36% Reduced -9.2k -9,250
18 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 34,60734.6k $2.5m $2.5m 0.04% Added +2.8k +2,833
19 Financial Insights, Inc. 0.76% of their portfolio TACOMA, WA 32,00632.0k $2.3m $2.3m 0.76% Added +3.0k +3,030
20 EVOLVE PRIVATE WEALTH, LLC 0.11% of their portfolio LOS ANGELES, CA 25,63425.6k $1.8m $1.8m 0.11% First filing
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 23,53323.5k $1.7m $1.7m 0.00% Added +2.0k +1,982
22 A&I FINANCIAL SERVICES, LLC 0.73% of their portfolio LONE TREE, CO 21,50121.5k $1.5m $1.5m 0.73% Added +516 +516
23 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 20,59820.6k $1.5m $1.5m 0.01% Added +12.8k +12,837
24 WEALTHGARDEN F.S. LLC 1.01% of their portfolio EL SEGUNDO, CA 20,34420.3k $1.5m $1.5m 1.01% Added +2.2k +2,210
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,23817.2k $1.2m $1.2m 0.00% Reduced -582 -582
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 15,86515.9k $1.1m $1.1m 0.00% Added +908 +908
27 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,84514.8k $1.1m $1.1m 0.00% Reduced -1.9k -1,941
28 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 14,70814.7k $1.0m $1.0m 0.00% Added +10.5k +10,460
29 Plum Street Advisors, LLC 0.37% of their portfolio NEW ORLEANS, LA 14,47314.5k $1.0m $1.0m 0.37% Added +6.6k +6,630
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,85013.8k $987.6k $987.6k 0.00% Added +127 +127
31 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,86012.9k $917.0k $917.0k 0.00% Added +1.5k +1,513
32 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 11,31911.3k $807.0k $807.0k 0.02% Added +829 +829
33 Kondo Wealth Advisors, Inc. 0.28% of their portfolio PASADENA, CA 10,24710.2k $730.6k $730.6k 0.28% Reduced -3.6k -3,640
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,17110.2k $725.2k $725.2k 0.00% New
35 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 9,96410.0k $710.4k $710.4k 0.00% Added +523 +523
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,0529.1k $645.4k $645.4k 0.00% Added +641 +641
37 Sandbox Financial Partners, LLC 0.17% of their portfolio BETHESDA, MD 8,8438.8k $630.5k $630.5k 0.17% Added +373 +373
38 Per Stirling Capital Management, LLC. 0.06% of their portfolio AUSTIN, TX 7,6327.6k $544.1k $544.1k 0.06% Added +2.7k +2,707
39 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 4,6564.7k $332.0k $332.0k 0.01% New
40 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 4,0154.0k $286.3k $286.3k 0.01% Added +12 +12
41 Ironwood Investment Counsel, LLC 0.04% of their portfolio SCOTTSDALE, AZ 4,0004.0k $285.2k $285.2k 0.04% Unchanged
42 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 3,8303.8k $273.1k $273.1k 0.01% New
43 NATURAL INVESTMENTS, LLC 0.07% of their portfolio WINDSOR, CA 3,8223.8k $272.0k $272.0k 0.07% Reduced -25.4k -25,352
44 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 3,7883.8k $270.1k $270.1k 0.01% New
45 Sunrise Financial Services, LLC 0.20% of their portfolio BURIEN, WA 3,7103.7k $264.5k $264.5k 0.20% First filing
46 LINCOLN CAPITAL CORP 0.09% of their portfolio EAST GREENWICH, RI 3,5003.5k $249.6k $249.6k 0.09% Unchanged
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,3253.3k $237.1k $237.1k 0.00% Added +132 +132
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 3,0683.1k $218.8k $218.8k 0.00% New
49 Collaborative Wealth Managment Inc. 0.08% of their portfolio LAKE MARY, FL 2,9943.0k $213.5k $213.5k 0.08% Reduced -6 -6
50 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 2,9362.9k $209.3k $209.3k 0.00% Reduced -1.2k -1,184
51 TFC Financial Management, Inc. 0.02% of their portfolio BOSTON, MA 2,1412.1k $152.7k $152.7k 0.02% Added +435 +435
52 EVERMAY WEALTH MANAGEMENT LLC 0.01% of their portfolio ARLINGTON, VA 1,3401.3k $95.5k $95.5k 0.01% Unchanged
53 First Pacific Financial 0.01% of their portfolio VANCOUVER, WA 1,2641.3k $90.1k $90.1k 0.01% New
54 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 805805 $57.4k $57.4k 0.00% Unchanged
55 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 799799 $57.0k $57.0k 0.00% Added +281 +281
56 Timmons Wealth Management, LLC 0.04% of their portfolio ATTLEBORO, MA 637637 $45.4k $45.4k 0.04% First filing
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 395395 $28.2k $28.2k 0.00% New
58 COMERICA BANK 0.00% of their portfolio DALLAS, TX 121121 $8.6k $8.6k 0.00% Unchanged
59 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 113113 $8.1k $8.1k 0.00% Unchanged
60 FMR LLC 0.00% of their portfolio BOSTON, MA 8585 $6.1k $6.1k 0.00% Unchanged