Institutional Ownership
Morgan Stanley ETF Trust
CUSIP 61774R205CALVERT US LARCPCVLCQ1 2026
Institutional Holders
74
13F filers
Shares Held
6.56M
Aggregate institutional
Institutional Value
$505.57M
Q1 2026
Net New Holders
+2
8 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased36
Decreased19
Sold out6
Institutional Holders
74 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | State Insurance Fund | 2.70M | $215.97M | 0 | Held |
| 2 | Wealthspire Advisors, LLC | 769.4K | $61.60M | +9.5K | Added |
| 3 | Commonwealth Equity Services, LLC | 551.2K | $44.13M | +1.4K | Added |
| 4 | Ameriprise Financial Inc | 299.2K | $23.96M | −16.2K | Reduced |
| 5 | Rossby Financial, Lcc | 219.2K | $17.70M | +45.2K | Added |
| 6 | Mercer Global Advisors Inc /Adv | 215.1K | $17.22M | −62.9K | Reduced |
| 7 | Ep Wealth Advisors, LLC | 125.0K | $10.00M | +125.0K | New |
| 8 | Focus Partners Wealth | 111.8K | $8.95M | +67.9K | Added |
| 9 | Raymond James Financial Inc | 109.1K | $8.73M | +13.1K | Added |
| 10 | Joel Adams & Associates, Inc. | 97.7K | $7.82M | +15.7K | Added |
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