Institutional Ownership
Morgan Stanley ETF Trust
CUSIP 61774R403CALVERT US MDCPCVMCQ1 2026
Institutional Holders
44
13F filers
Shares Held
980.8K
Aggregate institutional
Institutional Value
$60.39M
Q1 2026
Net New Holders
+2
10 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased20
Decreased8
Sold out8
Institutional Holders
44 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | First Pacific Financial | 250.1K | $16.01M | +7.4K | Added |
| 2 | Morgan Stanley | 180.4K | $11.55M | −64.5K | Reduced |
| 3 | Financial Engines Advisors L.L.C. | 114.2K | $7.31M | +3.6K | Added |
| 4 | Ep Wealth Advisors, LLC | 109.9K | $7.03M | +109.9K | New |
| 5 | North Berkeley Wealth Management, LLC | 38.3K | $2.45M | +28.4K | Added |
| 6 | Northwestern Mutual Wealth Management Co | 33.5K | $2.14M | +462 | Added |
| 7 | Joel Adams & Associates, Inc. | 25.7K | $1.65M | +788 | Added |
| 8 | Ameritas Investment Partners, Inc. | 22.1K | $1.41M | −214 | Reduced |
| 9 | Cwm, LLC | 19.9K | $1.27M | +222 | Added |
| 10 | Dynamic Advisor Solutions LLC | 15.6K | $998.3K | +320 | Added |
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