Vault-13

MORGAN STANLEY ETF TRUST CVIE

CALVERT INTERNAT · ETP · CUSIP 61774R106

91 institutional holders +15 vs Q1 2026
4,046,7854.0m shares reported held*
$341.4mreported value*
25 new 32 added 19 reduced 8 sold out net bought ≈ $8.7m (+64.6k 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 ≈ $84.36.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 23: 6Q2 23: 8Q3 23: 8Q4 23: 10Q1 24: 11Q2 24: 18Q3 24: 25Q4 24: 33Q1 25: 38Q2 25: 44Q3 25: 51Q4 25: 60Q1 26: 76Q2 26: 9191Q1 23Q4 23Q3 24Q2 25Q2 26
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
Q1 202676
Q2 202691

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 52 bought or addedQ1 26: 16 cut or sold outQ2 26: 57 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024167
Q4 2024178
Q1 20252611
Q2 2025309
Q3 20253711
Q4 20253914
Q1 20265216
Q2 20265727

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP New +78,162+78.2k
TOMPKINS FINANCIAL CORP New +69,588+69.6k
MORGAN STANLEY Added +50,889+50.9k
Rossby Financial, LCC Added +34,505+34.5k
North Berkeley Wealth Management, LLC Added +24,543+24.5k
Focus Partners Wealth Added +23,442+23.4k
Mountain Capital Investment Advisors Inc. New +22,323+22.3k
PFG Investments, LLC Added +21,088+21.1k
Modern Wealth Management, LLC Added +19,911+19.9k
ENVESTNET ASSET MANAGEMENT INC Added +15,714+15.7k

Biggest sellers

JANE STREET GROUP, LLC Reduced -189,495-189.5k
CITADEL ADVISORS LLC Sold out -75,787-75.8k
Strategic Financial Planning, Inc. Sold out -66,143-66.1k
Gateway Wealth Partners, LLC Reduced -58,659-58.7k
GOLDMAN SACHS GROUP INC Sold out -19,197-19.2k
FLOW TRADERS U.S. LLC Sold out -18,482-18.5k
GTS SECURITIES LLC Sold out -5,203-5.2k
Focus Partners Advisor Solutions, LLC Sold out -2,971-3.0k
Creative Planning Reduced -2,032-2.0k
Sanctuary Advisors, LLC Reduced -1,923-1.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 797,392797.4k $67.8m $67.8m 0.09% Added +7.3k +7,344
2 Wealthspire Advisors, LLC 0.22% of their portfolio NEW YORK, NY 464,924464.9k $39.5m $39.5m 0.22% Added +13.8k +13,774
3 Rossby Financial, LCC 6.14% of their portfolio MELBOURNE, FL 395,225395.2k $33.6m $33.6m 6.14% Added +34.5k +34,505
4 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 369,688369.7k $31.4m $31.4m 0.01% Added +978 +978
5 World Investment Advisors 0.29% of their portfolio LINCROFT, NJ 241,077241.1k $17.5m $17.5m 0.29% Unchanged
6 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 171,263171.3k $14.6m $14.6m 0.06% Added +204 +204
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 146,612146.6k $12.5m $12.5m 0.00% Added +50.9k +50,889
8 North Berkeley Wealth Management, LLC 3.99% of their portfolio Berkeley, CA 116,086116.1k $9.9m $9.9m 3.99% Added +24.5k +24,543
9 ST GERMAIN D J CO INC 0.32% of their portfolio SPRINGFIELD, MA 105,970106.0k $9.0m $9.0m 0.32% Added +230 +230
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 94,81694.8k $8.1m $8.1m 0.00% Added +9.9k +9,860
11 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 88,04388.0k $7.5m $7.5m 0.01% Reduced -833 -833
12 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 80,62080.6k $6.9m $6.9m 0.08% Added +19.9k +19,911
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 78,16278.2k $6.6m $6.6m 0.01% New
14 TOMPKINS FINANCIAL CORP 0.41% of their portfolio ITHACA, NY 69,58869.6k $5.9m $5.9m 0.41% New
15 Gateway Wealth Partners, LLC 0.35% of their portfolio APPLETON, WI 68,23368.2k $5.8m $5.8m 0.35% Reduced -58.7k -58,659
16 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 60,73360.7k $5.2m $5.2m 0.09% Reduced -1.6k -1,618
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 55,53255.5k $4.7m $4.7m 0.00% Added +4.1k +4,062
18 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 50,63050.6k $4.3m $4.3m 0.00% Added +23.4k +23,442
19 SEEDS INVESTOR LLC 0.40% of their portfolio NEW YORK, NY 45,30845.3k $3.9m $3.9m 0.40% Added +12.8k +12,776
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,81834.8k $3.0m $3.0m 0.00% Added +14.2k +14,209
21 Financial Insights, Inc. 0.72% of their portfolio TACOMA, WA 31,99032.0k $2.7m $2.7m 0.72% Reduced -233 -233
22 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 30,56830.6k $2.6m $2.6m 0.01% Added +609 +609
23 PFG Investments, LLC 0.09% of their portfolio WOODBURY, NY 26,62226.6k $2.3m $2.3m 0.09% Added +21.1k +21,088
24 EVOLVE PRIVATE WEALTH, LLC 0.13% of their portfolio LOS ANGELES, CA 25,30425.3k $2.2m $2.2m 0.13% Reduced -412 -412
25 Mountain Capital Investment Advisors Inc. 0.27% of their portfolio WESTMINSTER, CO 22,32322.3k $1.9m $1.9m 0.27% New
26 WEALTHGARDEN F.S. LLC 1.07% of their portfolio EL SEGUNDO, CA 22,27422.3k $1.9m $1.9m 1.07% Added +547 +547
27 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 20,25020.2k $1.7m $1.7m 0.01% Added +5.5k +5,508
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,41319.4k $1.7m $1.7m 0.00% Added +15.7k +15,714
29 A&I FINANCIAL SERVICES, LLC 0.71% of their portfolio LONE TREE, CO 19,28719.3k $1.6m $1.6m 0.71% Reduced -660 -660
30 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 18,98319.0k $1.6m $1.6m 0.01% Reduced -356 -356
31 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,97817.0k $1.4m $1.4m 0.00% Added +1.0k +1,020
32 Plum Street Advisors, LLC 0.44% of their portfolio NEW ORLEANS, LA 16,36316.4k $1.4m $1.4m 0.44% Added +653 +653
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,94815.9k $1.4m $1.4m 0.00% Added +11.1k +11,095
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,82915.8k $1.3m $1.3m 0.00% Reduced -2.0k -2,032
35 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 12,86312.9k $1.1m $1.1m 0.01% Added +394 +394
36 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 11,98412.0k $1.0m $1.0m 0.03% New
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,66111.7k $991.4k $991.4k 0.00% Reduced -779 -779
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,50510.5k $893.1k $893.1k 0.00% Reduced -189.5k -189,495
39 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 9,5799.6k $814.3k $814.3k 0.00% Added +210 +210
40 BASSO CAPITAL MANAGEMENT, L.P. 0.17% of their portfolio STAMFORD, CT 8,1688.2k $694.4k $694.4k 0.17% New
41 Kondo Wealth Advisors, Inc. 0.23% of their portfolio PASADENA, CA 8,0398.0k $683.5k $683.5k 0.23% Reduced -1.4k -1,393
42 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,6497.6k $650.3k $650.3k 0.01% Added +1.4k +1,440
43 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 7,5817.6k $644.5k $644.5k 0.00% New
44 Per Stirling Capital Management, LLC. 0.06% of their portfolio AUSTIN, TX 7,3847.4k $627.7k $627.7k 0.06% Reduced -476 -476
45 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,2397.2k $615.4k $615.4k 0.00% Added +96 +96
46 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,0977.1k $603.3k $603.3k 0.00% Reduced -280 -280
47 Archer Investment Management, LLC 0.20% of their portfolio AUSTIN, TX 7,0357.0k $598.1k $598.1k 0.20% Reduced -1.2k -1,232
48 Bensler, LLC 0.05% of their portfolio Bellevue, WA 6,3896.4k $543.1k $543.1k 0.05% New
49 Betterment LLC 0.00% of their portfolio NEW YORK, NY 5,8355.8k $496.0k $496.0k 0.00% New
50 WNY Asset Management, LLC 0.04% of their portfolio Williamsville, NY 5,6975.7k $484.3k $484.3k 0.04% Added +288 +288
51 RW Investment Management LLC 0.04% of their portfolio Eagle, ID 5,5625.6k $472.8k $472.8k 0.04% Added +437 +437
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 4,5074.5k $383.2k $383.2k 0.00% Reduced -154 -154
53 Bond & Devick Financial Network, Inc. 0.09% of their portfolio ST. LOUIS PARK, MN 4,3684.4k $371.3k $371.3k 0.09% New
54 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 4,0324.0k $342.8k $342.8k 0.01% Unchanged
55 Ironwood Investment Counsel, LLC 0.04% of their portfolio SCOTTSDALE, AZ 4,0004.0k $340.1k $340.1k 0.04% Unchanged
56 Conrad Siegel Investment Advisors, Inc. 0.05% of their portfolio HARRISBURG, PA 3,3613.4k $285.7k $285.7k 0.05% Reduced -208 -208
57 LINCOLN CAPITAL CORP 0.09% of their portfolio EAST GREENWICH, RI 3,2983.3k $280.4k $280.4k 0.09% Unchanged
58 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,2103.2k $272.9k $272.9k 0.00% Reduced -1.9k -1,923
59 Scott Capital Advisors, LLC 0.04% of their portfolio PORTLAND, OR 2,9863.0k $253.8k $253.8k 0.04% New
60 Laird Norton Wetherby Trust Company, LLC 0.00% of their portfolio Seattle, WA 2,9212.9k $248.3k $248.3k 0.00% Unchanged
61 Collaborative Wealth Managment Inc. 0.10% of their portfolio LAKE MARY, FL 2,8262.8k $240.2k $240.2k 0.10% Unchanged
62 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 2,8012.8k $238.1k $238.1k 0.00% New
63 Paradigm, Strategies in Wealth Management, LLC 0.14% of their portfolio Maple Grove, MN 2,6242.6k $223.1k $223.1k 0.14% New
64 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,5822.6k $219.5k $219.5k 0.00% New
65 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,5392.5k $215.8k $215.8k 0.00% New
66 Gibson Capital, LLC 0.04% of their portfolio WEXFORD, PA 2,5122.5k $213.6k $213.6k 0.04% New
67 Montecito Bank & Trust 0.03% of their portfolio SANTA BARBARA, CA 2,4672.5k $209.7k $209.7k 0.03% New
68 Westview Management dba Westview Investment Advisors 0.10% of their portfolio BURLINGTON, VT 2,4322.4k $206.8k $206.8k 0.10% New
69 Aaron Wealth Advisors LLC 0.01% of their portfolio Chicago, IL 2,4142.4k $205.2k $205.2k 0.01% New
70 NATURAL INVESTMENTS, LLC 0.04% of their portfolio WINDSOR, CA 2,4022.4k $204.0k $204.0k 0.04% Reduced -1.2k -1,154
71 First Pacific Financial 0.02% of their portfolio VANCOUVER, WA 2,2212.2k $188.8k $188.8k 0.02% Added +987 +987
72 TFC Financial Management, Inc. 0.02% of their portfolio BOSTON, MA 2,1462.1k $182.5k $182.5k 0.02% Added +5 +5
73 EVERMAY WEALTH MANAGEMENT LLC 0.01% of their portfolio ARLINGTON, VA 1,3401.3k $113.9k $113.9k 0.01% Unchanged
74 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 1,0741.1k $91.3k $91.3k 0.00% New
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 805805 $68.4k $68.4k 0.00% Unchanged
76 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 799799 $67.9k $67.9k 0.00% Unchanged
77 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 721721 $60.8k $60.8k 0.00% Unchanged
78 Timmons Wealth Management, LLC 0.04% of their portfolio ATTLEBORO, MA 643643 $54.7k $54.7k 0.04% Added +6 +6
79 Sunrise Financial Services, LLC 0.02% of their portfolio BURIEN, WA 396396 $33.7k $33.7k 0.02% Unchanged
80 FMR LLC 0.00% of their portfolio BOSTON, MA 280280 $23.8k $23.8k 0.00% Reduced -8 -8
81 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 236236 $19.6k $19.6k 0.00% New
82 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 148148 $12.6k $12.6k 0.00% New
83 Silver Grove Financial Group, Inc. 0.01% of their portfolio ORCHARD PARK, NY 146146 $12.4k $12.4k 0.01% New
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 121121 $10.3k $10.3k 0.00% Unchanged
85 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 113113 $9.6k $9.6k 0.00% Unchanged
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5353 $4.5k $4.5k 0.00% Added +27 +27
87 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 5050 $4.3k $4.3k 0.00% Unchanged
88 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 3434 $2.9k $2.9k 0.00% Unchanged
89 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 3232 $2.7k $2.7k 0.00% New
90 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 2626 $2.2k $2.2k 0.00% New
91 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 00 $326.4k $326.4k 0.00% New