Vault-13

MORGAN STANLEY ETF TRUST CVMC

CALVERT US MDCP · ETP · CUSIP 61774R403

52 institutional holders +8 vs Q1 2026
945,213945.2k shares reported held*
$72.0mreported value*
14 new 15 added 14 reduced 2 sold out net bought ≈ $845.5k (+11.1k 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 ($357.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 23: 2Q2 23: 4Q3 23: 5Q4 23: 11Q1 24: 14Q2 24: 15Q3 24: 19Q4 24: 24Q1 25: 33Q2 25: 33Q3 25: 34Q4 25: 43Q1 26: 44Q2 26: 5252Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20232
Q2 20234
Q3 20235
Q4 202311
Q1 202414
Q2 202415
Q3 202419
Q4 202424
Q1 202533
Q2 202533
Q3 202534
Q4 202543
Q1 202644
Q2 202652

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 3 cut or sold outQ4 24: 11 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 10 cut or sold outQ2 25: 17 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 12 cut or sold outQ4 25: 27 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 16 cut or sold outQ2 26: 29 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024123
Q4 2024117
Q1 20251810
Q2 20251718
Q3 20251712
Q4 20252713
Q1 20263016
Q2 20262916

Biggest buyers

GOLDMAN SACHS GROUP INC New +74,767+74.8k
TFC Financial Management, Inc. New +61,148+61.1k
North Berkeley Wealth Management, LLC Added +14,558+14.6k
EP Wealth Advisors, LLC Added +6,171+6.2k
First Pacific Financial Added +5,810+5.8k
LINCOLN CAPITAL CORP New +5,355+5.4k
Retirement Planning Group, LLC New +4,436+4.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +4,339+4.3k
Joel Adams & Associates, Inc. Added +4,198+4.2k
Summit Global Investments New +3,610+3.6k

Biggest sellers

MORGAN STANLEY Reduced -173,679-173.7k
Horizon Investments, LLC Reduced -6,379-6.4k
RMG Wealth Management LLC Sold out -5,703-5.7k
Financial Engines Advisors L.L.C. Reduced -3,964-4.0k
Colorado Capital Management, Inc. Reduced -1,303-1.3k
WELLS FARGO & COMPANY/MN Reduced -1,140-1.1k
FOUNDERS FINANCIAL SECURITIES LLC Reduced -855-855
Archer Investment Management, LLC Reduced -764-764
ROYAL BANK OF CANADA Sold out -366-366
UBS Group AG Reduced -257-257

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First Pacific Financial 2.32% of their portfolio VANCOUVER, WA 255,950255.9k $19.5m $19.5m 2.32% Added +5.8k +5,810
2 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 116,055116.1k $8.8m $8.8m 0.03% Added +6.2k +6,171
3 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 110,192110.2k $8.4m $8.4m 0.01% Reduced -4.0k -3,964
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 74,76774.8k $5.7m $5.7m 0.00% New
5 TFC Financial Management, Inc. 0.52% of their portfolio BOSTON, MA 61,14861.1k $4.7m $4.7m 0.52% New
6 North Berkeley Wealth Management, LLC 1.63% of their portfolio Berkeley, CA 52,81952.8k $4.0m $4.0m 1.63% Added +14.6k +14,558
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 37,79837.8k $2.9m $2.9m 0.00% Added +4.3k +4,339
8 NATURAL INVESTMENTS, LLC 0.56% of their portfolio WINDSOR, CA 33,50433.5k $2.5m $2.5m 0.56% Added +2.1k +2,124
9 Joel Adams & Associates, Inc. 1.46% of their portfolio ASHEVILLE, NC 29,92629.9k $2.3m $2.3m 1.46% Added +4.2k +4,198
10 Ameritas Investment Partners, Inc. 0.05% of their portfolio LINCOLN, NE 22,41022.4k $1.7m $1.7m 0.05% Added +314 +314
11 Dynamic Advisor Solutions LLC 0.04% of their portfolio PHOENIX, AZ 16,47116.5k $1.3m $1.3m 0.04% Added +878 +878
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,94514.9k $1.1m $1.1m 0.00% Added +2.5k +2,497
13 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,82611.8k $900.3k $900.3k 0.00% Unchanged
14 Mason & Associates Inc 0.15% of their portfolio LOS ANGELES, CA 11,79811.8k $898.2k $898.2k 0.15% Added +331 +331
15 Archer Investment Management, LLC 0.24% of their portfolio AUSTIN, TX 9,3769.4k $713.8k $713.8k 0.24% Reduced -764 -764
16 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,0879.1k $691.8k $691.8k 0.00% Added +3.1k +3,077
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,7546.8k $514.2k $514.2k 0.00% Reduced -173.7k -173,679
18 LINCOLN CAPITAL CORP 0.13% of their portfolio EAST GREENWICH, RI 5,3555.4k $407.7k $407.7k 0.13% New
19 BSW Wealth Partners 0.04% of their portfolio BOULDER, CO 4,7544.8k $361.9k $361.9k 0.04% Reduced -86 -86
20 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 4,6974.7k $357.6k $357.6k 0.02% Reduced -855 -855
21 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 4,6974.7k $357.6k $357.6k 0.00% Reduced -6.4k -6,379
22 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,6724.7k $355.7k $355.7k 0.00% Added +74 +74
23 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 4,4364.4k $337.7k $337.7k 0.01% New
24 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 4,3834.4k $333.7k $333.7k 0.02% Reduced -250 -250
25 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 4,2634.3k $324.5k $324.5k 0.00% Added +420 +420
26 Per Stirling Capital Management, LLC. 0.03% of their portfolio AUSTIN, TX 3,9043.9k $297.2k $297.2k 0.03% Added +8 +8
27 Colorado Capital Management, Inc. 0.10% of their portfolio BOULDER, CO 3,7363.7k $284.0k $284.0k 0.10% Reduced -1.3k -1,303
28 Summit Global Investments 0.02% of their portfolio BOUNTIFUL, UT 3,6103.6k $275.0k $275.0k 0.02% New
29 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,5683.6k $271.6k $271.6k 0.00% New
30 Collaborative Wealth Managment Inc. 0.11% of their portfolio LAKE MARY, FL 3,5443.5k $269.8k $269.8k 0.11% Unchanged
31 Gemmer Asset Management LLC 0.02% of their portfolio WALNUT CREEK, CA 3,2133.2k $244.6k $244.6k 0.02% Reduced -7 -7
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 2,9052.9k $221.2k $221.2k 0.00% New
33 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,6822.7k $204.2k $204.2k 0.00% New
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,5002.5k $190.3k $190.3k 0.00% Added +253 +253
35 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 1,5551.6k $118.4k $118.4k 0.01% Reduced -183 -183
36 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,1501.1k $87.5k $87.5k 0.00% New
37 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 1,0001.0k $76.1k $76.1k 0.01% New
38 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 833833 $63.4k $63.4k 0.00% Reduced -233 -233
39 Triumph Capital Management 0.01% of their portfolio DENVER, CO 825825 $62.8k $62.8k 0.01% Unchanged
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 621621 $47.3k $47.3k 0.00% Reduced -1.1k -1,140
41 Millstone Evans Group, LLC 0.02% of their portfolio BOULDER, CO 516516 $39.3k $39.3k 0.02% Unchanged
42 CDKV HOLDINGS LLC 0.03% of their portfolio DENVER, CO 476476 $36.2k $36.2k 0.03% Unchanged
43 Milestone Investment Advisors LLC 0.01% of their portfolio MIDDLETON, WI 328328 $25.0k $25.0k 0.01% New
44 Heritage Wealth Advisors 0.00% of their portfolio RICHMOND, VA 220220 $16.7k $16.7k 0.00% Reduced -28 -28
45 Godfrey Financial Associates, Inc. 0.01% of their portfolio GLENMONT, NY 166166 $12.6k $12.6k 0.01% New
46 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 119119 $9.1k $9.1k 0.00% Unchanged
47 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 100100 $7.6k $7.6k 0.00% Unchanged
48 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7979 $6.0k $6.0k 0.00% New
49 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 7878 $5.9k $5.9k 0.00% Unchanged
50 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 5757 $4.3k $4.3k 0.00% New
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 2222 $1.7k $1.7k 0.00% Reduced -257 -257
52 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2020 $1.5k $1.5k 0.00% Unchanged