Vault-13

MORGAN STANLEY ETF TRUST CVLC

CALVERT US LARCP · ETP · CUSIP 61774R205

90 institutional holders +15 vs Q1 2026
6,656,6136.7m shares reported held*
$628.8mreported value*
22 new 32 added 23 reduced 4 sold out net bought ≈ $25.5m (+230.5k 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 ≈ $94.47.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 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: 75Q2 26: 9090Q1 23Q4 23Q3 24Q2 25Q2 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
Q2 202690

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 22 bought or addedQ3 24: 8 cut or sold outQ4 24: 30 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 16 cut or sold outQ2 25: 30 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 39 bought or addedQ3 25: 14 cut or sold outQ4 25: 44 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 24 cut or sold outQ2 26: 54 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024228
Q4 20243010
Q1 20252616
Q2 20253018
Q3 20253914
Q4 20254416
Q1 20264524
Q2 20265427

Biggest buyers

Focus Partners Wealth Added +55,138+55.1k
Westfuller Advisors, LLC Added +42,770+42.8k
Modern Wealth Management, LLC Added +29,246+29.2k
Joel Adams & Associates, Inc. Added +28,914+28.9k
Rossby Financial, LCC Added +23,762+23.8k
Private Advisor Group, LLC New +22,695+22.7k
Mountain Capital Investment Advisors Inc. New +20,289+20.3k
GOLDMAN SACHS GROUP INC Added +19,879+19.9k
North Berkeley Wealth Management, LLC Added +17,588+17.6k
Global Endowment Management, LP Added +14,700+14.7k

Biggest sellers

Strategic Financial Planning, Inc. Sold out -55,578-55.6k
OGOREK ANTHONY JOSEPH /NY/ /ADV Reduced -44,594-44.6k
Sound Portfolio Advisors, LLC Reduced -42,523-42.5k
ENTRUST FINANCIAL LLC Reduced -8,614-8.6k
AMERIPRISE FINANCIAL INC Reduced -8,348-8.3k
Focus Partners Advisor Solutions, LLC Sold out -4,221-4.2k
JANE STREET GROUP, LLC Sold out -3,489-3.5k
Skyline Advisors, Inc. Reduced -2,781-2.8k
Kondo Wealth Advisors, Inc. Reduced -2,549-2.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -1,117-1.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 State Insurance Fund 100.00% of their portfolio NEW YORK, NY 2,697,6582.7m $254.8m $254.8m 100.00% Unchanged
2 Wealthspire Advisors, LLC 0.41% of their portfolio NEW YORK, NY 782,924782.9k $74.0m $74.0m 0.41% Added +13.5k +13,501
3 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 559,274559.3k $52.8m $52.8m 0.07% Added +8.1k +8,050
4 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 290,896290.9k $27.5m $27.5m 0.01% Reduced -8.3k -8,348
5 Rossby Financial, LCC 4.20% of their portfolio MELBOURNE, FL 242,957243.0k $23.0m $23.0m 4.20% Added +23.8k +23,762
6 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 216,862216.9k $20.5m $20.5m 0.03% Added +1.7k +1,729
7 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 166,892166.9k $15.8m $15.8m 0.02% Added +55.1k +55,138
8 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.51% of their portfolio WILLIAMSVILLE, NY 149,517149.5k $14.1m $14.1m 3.51% Reduced -44.6k -44,594
9 EP Wealth Advisors, LLC 0.05% of their portfolio TORRANCE, CA 128,417128.4k $12.1m $12.1m 0.05% Added +3.5k +3,466
10 Joel Adams & Associates, Inc. 7.68% of their portfolio ASHEVILLE, NC 126,566126.6k $12.0m $12.0m 7.68% Added +28.9k +28,914
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 119,837119.8k $11.3m $11.3m 0.00% Added +10.8k +10,769
12 North Berkeley Wealth Management, LLC 3.91% of their portfolio Berkeley, CA 102,411102.4k $9.7m $9.7m 3.91% Added +17.6k +17,588
13 Modern Wealth Management, LLC 0.10% of their portfolio KANSAS CITY, MO 91,21191.2k $8.6m $8.6m 0.10% Added +29.2k +29,246
14 Global Endowment Management, LP 0.73% of their portfolio CHARLOTTE, NC 76,39276.4k $7.2m $7.2m 0.73% Added +14.7k +14,700
15 Riverwater Partners LLC 1.75% of their portfolio Milwaukee, WI 62,48362.5k $5.9m $5.9m 1.75% Added +4.2k +4,179
16 Fiduciary Trust Co 0.05% of their portfolio Boston, MA 50,73550.7k $4.8m $4.8m 0.05% Reduced -325 -325
17 Westfuller Advisors, LLC 1.73% of their portfolio New York, NY 50,22050.2k $4.7m $4.7m 1.73% Added +42.8k +42,770
18 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 49,88749.9k $4.7m $4.7m 0.00% Unchanged
19 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 45,02045.0k $4.3m $4.3m 0.04% Reduced -74 -74
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 40,58040.6k $3.8m $3.8m 0.00% Added +19.9k +19,879
21 TRILLIUM ASSET MANAGEMENT, LLC 0.11% of their portfolio BOSTON, MA 36,59536.6k $3.5m $3.5m 0.11% Added +3.2k +3,156
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 36,32236.3k $3.4m $3.4m 0.00% Reduced -1.1k -1,117
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,93035.9k $3.4m $3.4m 0.00% Added +5.1k +5,083
24 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 31,91131.9k $3.0m $3.0m 0.01% Added +1.0k +1,007
25 Fulcrum Capital LLC 0.52% of their portfolio SEATTLE, WA 27,01927.0k $2.6m $2.6m 0.52% Reduced -347 -347
26 Sound Portfolio Advisors, LLC 1.75% of their portfolio MYSTIC, CT 26,14726.1k $2.5m $2.5m 1.75% Reduced -42.5k -42,523
27 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 22,69522.7k $2.1m $2.1m 0.01% New
28 RW Investment Management LLC 0.19% of their portfolio Eagle, ID 22,31722.3k $2.1m $2.1m 0.19% Added +1.8k +1,777
29 Pathway Financial Advisors LLC 0.24% of their portfolio SOUTH BURLINGTON, VT 22,10322.1k $2.1m $2.1m 0.24% Added +2.0k +2,024
30 First Pacific Financial 0.23% of their portfolio VANCOUVER, WA 20,83820.8k $2.0m $2.0m 0.23% Reduced -701 -701
31 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,39120.4k $1.9m $1.9m 0.01% Reduced -50 -50
32 Mountain Capital Investment Advisors Inc. 0.27% of their portfolio WESTMINSTER, CO 20,28920.3k $1.9m $1.9m 0.27% New
33 EVOLVE PRIVATE WEALTH, LLC 0.11% of their portfolio LOS ANGELES, CA 19,11419.1k $1.8m $1.8m 0.11% Reduced -323 -323
34 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 14,78414.8k $1.4m $1.4m 0.02% Added +2.9k +2,923
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,72713.7k $1.3m $1.3m 0.00% New
36 Laird Norton Wetherby Trust Company, LLC 0.02% of their portfolio Seattle, WA 13,16013.2k $1.2m $1.2m 0.02% Reduced -230 -230
37 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 12,95313.0k $1.2m $1.2m 0.01% Reduced -876 -876
38 BRIGHTON JONES LLC 0.02% of their portfolio SEATTLE, WA 11,06811.1k $1.0m $1.0m 0.02% Added +21 +21
39 PFG Investments, LLC 0.04% of their portfolio WOODBURY, NY 10,60310.6k $1.0m $1.0m 0.04% New
40 LINCOLN CAPITAL CORP 0.30% of their portfolio EAST GREENWICH, RI 9,9219.9k $937.2k $937.2k 0.30% Unchanged
41 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,6849.7k $914.0k $914.0k 0.00% Added +2.6k +2,635
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,6389.6k $910.5k $910.5k 0.00% Added +1 +1
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,5889.6k $905.8k $905.8k 0.00% Reduced -469 -469
44 Per Stirling Capital Management, LLC. 0.08% of their portfolio AUSTIN, TX 9,3959.4k $887.5k $887.5k 0.08% Reduced -350 -350
45 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 8,7948.8k $830.7k $830.7k 0.04% New
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,5168.5k $804.5k $804.5k 0.00% Added +1.3k +1,256
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,4708.5k $800.1k $800.1k 0.00% Added +1.8k +1,837
48 Relyea Zuckerberg Hanson LLC 0.05% of their portfolio STAMFORD, CT 6,7396.7k $636.6k $636.6k 0.05% Added +15 +15
49 Conrad Siegel Investment Advisors, Inc. 0.10% of their portfolio HARRISBURG, PA 6,4816.5k $612.3k $612.3k 0.10% Reduced -444 -444
50 ENTRUST FINANCIAL LLC 0.39% of their portfolio WAYNE, PA 6,4276.4k $607.1k $607.1k 0.39% Reduced -8.6k -8,614
51 Kondo Wealth Advisors, Inc. 0.17% of their portfolio PASADENA, CA 5,5015.5k $519.8k $519.8k 0.17% Reduced -2.5k -2,549
52 Montecito Bank & Trust 0.07% of their portfolio SANTA BARBARA, CA 4,9605.0k $468.6k $468.6k 0.07% New
53 Gemmer Asset Management LLC 0.03% of their portfolio WALNUT CREEK, CA 4,5044.5k $425.5k $425.5k 0.03% Added +10 +10
54 Bond & Devick Financial Network, Inc. 0.10% of their portfolio ST. LOUIS PARK, MN 4,4294.4k $418.4k $418.4k 0.10% New
55 Betterment LLC 0.00% of their portfolio NEW YORK, NY 4,3994.4k $416.0k $416.0k 0.00% New
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,3884.4k $414.5k $414.5k 0.00% New
57 TFC Financial Management, Inc. 0.04% of their portfolio BOSTON, MA 4,1094.1k $388.2k $388.2k 0.04% Added +657 +657
58 Heritage Wealth Advisors 0.01% of their portfolio RICHMOND, VA 4,0834.1k $385.7k $385.7k 0.01% Reduced -380 -380
59 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,7103.7k $350.5k $350.5k 0.00% Reduced -90 -90
60 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 3,6063.6k $340.6k $340.6k 0.01% Added +3 +3
61 Aaron Wealth Advisors LLC 0.02% of their portfolio Chicago, IL 3,5173.5k $332.3k $332.3k 0.02% Unchanged
62 Collaborative Wealth Managment Inc. 0.14% of their portfolio LAKE MARY, FL 3,4553.5k $326.4k $326.4k 0.14% Unchanged
63 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,2873.3k $310.5k $310.5k 0.00% New
64 Valtinson Bruner Financial Planning LLC 0.08% of their portfolio NEW BRIGHTON, MN 3,1723.2k $299.6k $299.6k 0.08% Unchanged
65 NATURAL INVESTMENTS, LLC 0.06% of their portfolio WINDSOR, CA 3,1013.1k $292.0k $292.0k 0.06% Reduced -782 -782
66 SILVERLAKE WEALTH MANAGEMENT LLC 0.05% of their portfolio WILLISTON, VT 3,0293.0k $286.1k $286.1k 0.05% Added +1 +1
67 Wealth Alliance Advisory Group, LLC 0.04% of their portfolio Wichita, KS 2,7862.8k $263.2k $263.2k 0.04% New
68 WEALTH EFFECTS LLC 0.07% of their portfolio BOSTON, MA 2,7252.7k $257.4k $257.4k 0.07% New
69 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 2,7212.7k $257.1k $257.1k 0.01% Added +19 +19
70 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,7162.7k $256.6k $256.6k 0.00% Unchanged
71 Skyline Advisors, Inc. 0.07% of their portfolio BELLINGHAM, WA 2,4632.5k $232.6k $232.6k 0.07% Reduced -2.8k -2,781
72 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 2,4462.4k $231.1k $231.1k 0.00% New
73 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 2,2202.2k $209.7k $209.7k 0.00% New
74 Plum Street Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 2,1762.2k $205.6k $205.6k 0.07% New
75 Arbor Investment Advisors, LLC 0.02% of their portfolio WINSTON SALEM, NC 2,1742.2k $205.4k $205.4k 0.02% New
76 EVERMAY WEALTH MANAGEMENT LLC 0.02% of their portfolio ARLINGTON, VA 2,0092.0k $189.8k $189.8k 0.02% Unchanged
77 CDKV HOLDINGS LLC 0.13% of their portfolio DENVER, CO 1,8001.8k $170.0k $170.0k 0.13% Reduced -411 -411
78 Triumph Capital Management 0.02% of their portfolio DENVER, CO 1,2201.2k $115.3k $115.3k 0.02% Unchanged
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0891.1k $102.8k $102.8k 0.00% New
80 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 711711 $67.2k $67.2k 0.00% New
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 330330 $31.2k $31.2k 0.00% Unchanged
82 FMR LLC 0.00% of their portfolio BOSTON, MA 316316 $29.9k $29.9k 0.00% Reduced -42 -42
83 Godfrey Financial Associates, Inc. 0.02% of their portfolio GLENMONT, NY 260260 $24.6k $24.6k 0.02% New
84 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 250250 $23.6k $23.6k 0.00% Unchanged
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 212212 $19.9k $19.9k 0.00% Added +110 +110
86 Silver Grove Financial Group, Inc. 0.01% of their portfolio ORCHARD PARK, NY 109109 $10.3k $10.3k 0.01% New
87 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 100100 $9.4k $9.4k 0.00% Unchanged
88 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 9090 $9.0k $9.0k 0.00% New
89 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 6060 $5.7k $5.7k 0.00% Unchanged
90 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2222 $2.1k $2.1k 0.00% New