Vault-13

MORGAN STANLEY ETF TRUST CVLC

CALVERT US LARCP · ETP · CUSIP 61774R205

75 institutional holders +2 vs Q4 2025
6,567,3436.6m shares reported held*
$522.9mreported value*
9 new 36 added 18 reduced 6 sold out net bought ≈ $30.3m (+418.0k 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 ≈ $79.61.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q1 23: 7Q2 23: 10Q3 23: 12Q4 23: 15Q1 24: 19Q2 24: 27Q3 24: 35Q4 24: 49Q1 25: 51Q2 25: 51Q3 25: 57Q4 25: 73Q1 26: 7575Q1 23Q4 23Q3 24Q2 25Q1 26
Numbers
QuarterHolders
Q1 20237
Q2 202310
Q3 202312
Q4 202315
Q1 202419
Q2 202427
Q3 202435
Q4 202449
Q1 202551
Q2 202551
Q3 202557
Q4 202573
Q1 202675

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 24: 22 bought or addedQ2 24: 3 cut or sold outQ3 24: 22 bought or addedQ3 24: 8 cut or sold outQ3 24Q4 24: 30 bought or addedQ4 24: 10 cut or sold outQ1 25: 26 bought or addedQ1 25: 16 cut or sold outQ1 25Q2 25: 30 bought or addedQ2 25: 18 cut or sold outQ3 25: 39 bought or addedQ3 25: 14 cut or sold outQ3 25Q4 25: 44 bought or addedQ4 25: 16 cut or sold outQ1 26: 45 bought or addedQ1 26: 24 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024223
Q3 2024228
Q4 20243010
Q1 20252616
Q2 20253018
Q3 20253914
Q4 20254416
Q1 20264524

Biggest buyers

EP Wealth Advisors, LLC New +124,951+125.0k
Focus Partners Wealth Added +67,860+67.9k
North Berkeley Wealth Management, LLC Added +61,093+61.1k
Strategic Financial Planning, Inc. New +55,578+55.6k
Rossby Financial, LCC Added +45,174+45.2k
Atria Investments, Inc New +45,094+45.1k
Modern Wealth Management, LLC Added +33,823+33.8k
Beacon Pointe Advisors, LLC New +30,904+30.9k
Global Endowment Management, LP Added +19,591+19.6k
JOURNEY STRATEGIC WEALTH LLC Added +16,783+16.8k

Biggest sellers

Legacy Advisors, LLC Sold out -115,572-115.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -62,863-62.9k
AMERIPRISE FINANCIAL INC Reduced -16,177-16.2k
Skyline Advisors, Inc. Reduced -14,243-14.2k
CITADEL ADVISORS LLC Sold out -5,670-5.7k
JPMORGAN CHASE & CO Reduced -3,451-3.5k
Arbor Investment Advisors, LLC Sold out -2,466-2.5k
Kondo Wealth Advisors, Inc. Reduced -1,471-1.5k
Cambridge Investment Research Advisors, Inc. Reduced -1,195-1.2k
Mariner, LLC Reduced -962-962

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 State Insurance Fund 100.00% of their portfolio NEW YORK, NY 2,697,6582.7m $216.0m $216.0m 100.00% Unchanged
2 Wealthspire Advisors, LLC 0.48% of their portfolio NEW YORK, NY 769,423769.4k $61.6m $61.6m 0.48% Added +9.5k +9,519
3 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 551,224551.2k $44.1m $44.1m 0.06% Added +1.4k +1,386
4 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 299,244299.2k $24.0m $24.0m 0.01% Reduced -16.2k -16,177
5 Rossby Financial, LCC 3.70% of their portfolio MELBOURNE, FL 219,195219.2k $17.7m $17.7m 3.70% Added +45.2k +45,174
6 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 215,133215.1k $17.2m $17.2m 0.03% Reduced -62.9k -62,863
7 OGOREK ANTHONY JOSEPH /NY/ /ADV 4.26% of their portfolio WILLIAMSVILLE, NY 194,111194.1k $15.5m $15.5m 4.26% Added +351 +351
8 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 124,951125.0k $10.0m $10.0m 0.05% New
9 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 111,754111.8k $8.9m $8.9m 0.01% Added +67.9k +67,860
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 109,068109.1k $8.7m $8.7m 0.00% Added +13.1k +13,066
11 Joel Adams & Associates, Inc. 5.81% of their portfolio ASHEVILLE, NC 97,65297.7k $7.8m $7.8m 5.81% Added +15.7k +15,726
12 North Berkeley Wealth Management, LLC 3.59% of their portfolio Berkeley, CA 84,82384.8k $6.8m $6.8m 3.59% Added +61.1k +61,093
13 CWM, LLC 0.02% of their portfolio OMAHA, NE 75,86075.9k $6.1m $6.1m 0.02% Added +6.7k +6,675
14 Sound Portfolio Advisors, LLC 4.47% of their portfolio MYSTIC, CT 68,67068.7k $5.5m $5.5m 4.47% Added +114 +114
15 Modern Wealth Management, LLC 0.09% of their portfolio KANSAS CITY, MO 61,96562.0k $5.0m $5.0m 0.09% Added +33.8k +33,823
16 Global Endowment Management, LP 0.55% of their portfolio CHARLOTTE, NC 61,69261.7k $4.9m $4.9m 0.55% Added +19.6k +19,591
17 Riverwater Partners LLC 1.56% of their portfolio Milwaukee, WI 58,30458.3k $4.7m $4.7m 1.56% Added +8.0k +8,034
18 Strategic Financial Planning, Inc. 0.76% of their portfolio PLANO, TX 55,57855.6k $1.3m $1.3m 0.76% New
19 Fiduciary Trust Co 0.05% of their portfolio Boston, MA 51,06051.1k $4.1m $4.1m 0.05% Added +8.8k +8,803
20 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 49,88749.9k $4.0m $4.0m 0.00% Added +10.6k +10,612
21 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 45,09445.1k $3.6m $3.6m 0.04% New
22 Sandbox Financial Partners, LLC 0.99% of their portfolio BETHESDA, MD 44,15044.1k $3.5m $3.5m 0.99% Reduced -809 -809
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 37,43937.4k $3.0m $3.0m 0.00% Added +2.1k +2,053
24 TRILLIUM ASSET MANAGEMENT, LLC 0.09% of their portfolio BOSTON, MA 33,43933.4k $2.7m $2.7m 0.09% Added +493 +493
25 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 30,90430.9k $2.5m $2.5m 0.01% New
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,84730.8k $2.5m $2.5m 0.00% Added +13.9k +13,877
27 Fulcrum Capital LLC 0.48% of their portfolio SEATTLE, WA 27,36627.4k $2.2m $2.2m 0.48% Added +2.2k +2,173
28 First Pacific Financial 0.22% of their portfolio VANCOUVER, WA 21,53921.5k $1.7m $1.7m 0.22% Reduced -178 -178
29 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 21,20321.2k $1.7m $1.7m 0.04% Added +16.8k +16,783
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,70120.7k $1.7m $1.7m 0.00% Added +6.5k +6,508
31 RW Investment Management LLC 0.16% of their portfolio Eagle, ID 20,54020.5k $1.6m $1.6m 0.16% First filing
32 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,44120.4k $1.6m $1.6m 0.01% Added +733 +733
33 Pathway Financial Advisors LLC 0.20% of their portfolio SOUTH BURLINGTON, VT 20,07920.1k $1.6m $1.6m 0.20% Unchanged
34 EVOLVE PRIVATE WEALTH, LLC 0.08% of their portfolio LOS ANGELES, CA 19,43719.4k $1.6m $1.6m 0.08% Added +94 +94
35 ENTRUST FINANCIAL LLC 0.84% of their portfolio WAYNE, PA 15,04115.0k $1.2m $1.2m 0.84% Added +9.2k +9,178
36 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 13,82913.8k $1.1m $1.1m 0.01% Reduced -496 -496
37 Laird Norton Wetherby Trust Company, LLC 0.02% of their portfolio Seattle, WA 13,39013.4k $1.1m $1.1m 0.02% Added +4.9k +4,890
38 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,86111.9k $949.6k $949.6k 0.01% Added +2.0k +2,010
39 BRIGHTON JONES LLC 0.02% of their portfolio SEATTLE, WA 11,04711.0k $884.4k $884.4k 0.02% New
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,05710.1k $805.3k $805.3k 0.00% Added +550 +550
41 LINCOLN CAPITAL CORP 0.29% of their portfolio EAST GREENWICH, RI 9,9219.9k $794.3k $794.3k 0.29% Reduced -429 -429
42 Per Stirling Capital Management, LLC. 0.09% of their portfolio AUSTIN, TX 9,7459.7k $780.2k $780.2k 0.09% Added +314 +314
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,6379.6k $771.5k $771.5k 0.00% Reduced -962 -962
44 Kondo Wealth Advisors, Inc. 0.24% of their portfolio PASADENA, CA 8,0508.1k $644.5k $644.5k 0.24% Reduced -1.5k -1,471
45 Westfuller Advisors, LLC 0.26% of their portfolio New York, NY 7,4507.5k $596.5k $596.5k 0.26% Added +15 +15
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,2607.3k $581.2k $581.2k 0.00% Added +3.5k +3,545
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,0497.0k $564.0k $564.0k 0.00% Reduced -1.2k -1,195
48 Conrad Siegel Investment Advisors, Inc. 0.10% of their portfolio HARRISBURG, PA 6,9256.9k $554.4k $554.4k 0.10% New
49 Relyea Zuckerberg Hanson LLC 0.05% of their portfolio STAMFORD, CT 6,7246.7k $538.3k $538.3k 0.05% Added +14 +14
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,6336.6k $531.0k $531.0k 0.00% Added +104 +104
51 Skyline Advisors, Inc. 0.15% of their portfolio BELLINGHAM, WA 5,2445.2k $419.9k $419.9k 0.15% Reduced -14.2k -14,243
52 Gemmer Asset Management LLC 0.03% of their portfolio WALNUT CREEK, CA 4,4944.5k $359.8k $359.8k 0.03% Added +10 +10
53 Heritage Wealth Advisors 0.01% of their portfolio RICHMOND, VA 4,4634.5k $357.3k $357.3k 0.01% Reduced -413 -413
54 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 4,2214.2k $337.9k $337.9k 0.00% Reduced -53 -53
55 NATURAL INVESTMENTS, LLC 0.08% of their portfolio WINDSOR, CA 3,8833.9k $310.0k $310.0k 0.08% Reduced -732 -732
56 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,8003.8k $304.2k $304.2k 0.00% Reduced -488 -488
57 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 3,6033.6k $288.4k $288.4k 0.01% Added +3 +3
58 Aaron Wealth Advisors LLC 0.02% of their portfolio Chicago, IL 3,5173.5k $281.6k $281.6k 0.02% Unchanged
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,4893.5k $279.3k $279.3k 0.00% New
60 Collaborative Wealth Managment Inc. 0.13% of their portfolio LAKE MARY, FL 3,4553.5k $276.6k $276.6k 0.13% Reduced -8 -8
61 TFC Financial Management, Inc. 0.03% of their portfolio BOSTON, MA 3,4523.5k $276.4k $276.4k 0.03% Unchanged
62 Valtinson Bruner Financial Planning LLC 0.07% of their portfolio NEW BRIGHTON, MN 3,1723.2k $253.9k $253.9k 0.07% Unchanged
63 SILVERLAKE WEALTH MANAGEMENT LLC 0.05% of their portfolio WILLISTON, VT 3,0283.0k $242.4k $242.4k 0.05% New
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,7162.7k $217.5k $217.5k 0.00% Reduced -26 -26
65 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 2,7022.7k $216.3k $216.3k 0.01% Added +27 +27
66 CDKV HOLDINGS LLC 0.16% of their portfolio DENVER, CO 2,2112.2k $177.0k $177.0k 0.16% Unchanged
67 EVERMAY WEALTH MANAGEMENT LLC 0.02% of their portfolio ARLINGTON, VA 2,0092.0k $160.8k $160.8k 0.02% Unchanged
68 Triumph Capital Management 0.02% of their portfolio DENVER, CO 1,2201.2k $97.7k $97.7k 0.02% Unchanged
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 414414 $33.0k $33.0k 0.00% Added +70 +70
70 FMR LLC 0.00% of their portfolio BOSTON, MA 358358 $28.6k $28.6k 0.00% Unchanged
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 330330 $26.4k $26.4k 0.00% New
72 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 250250 $20.2k $20.2k 0.00% Reduced -624 -624
73 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 102102 $7.9k $7.9k 0.00% Reduced -3.5k -3,451
74 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 100100 $8.0k $8.0k 0.00% Unchanged
75 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 6060 $4.8k $4.8k 0.00% Unchanged