Institutional Ownership
Morgan Stanley ETF Trust
CUSIP 61774R601CALVERT ULT SHRCVSBQ1 2026
Institutional Holders
42
13F filers
Shares Held
3.42M
Aggregate institutional
Institutional Value
$169.02M
Q1 2026
Net New Holders
+5
11 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased21
Decreased5
Sold out6
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.21M | $111.85M | −17.9K | Reduced |
| 2 | Lpl Financial LLC | 263.0K | $13.31M | +51.4K | Added |
| 3 | Private Advisor Group, LLC | 160.7K | $8.13M | +87.7K | Added |
| 4 | Goldman Sachs Group Inc | 140.6K | $7.12M | +127.2K | Added |
| 5 | Pathstone Holdings, LLC | 126.2K | $6.39M | +54.0K | Added |
| 6 | Commonwealth Equity Services, LLC | 63.9K | $3.23M | +1.7K | Added |
| 7 | Valley Financial Group, Inc. | 57.3K | $2.90M | −1.5K | Reduced |
| 8 | Strategic Financial Planning, Inc. | 50.7K | $1.35M | +50.7K | New |
| 9 | Mason & Associates Inc | 24.5K | $1.24M | −202 | Reduced |
| 10 | Dynamic Advisor Solutions LLC | 24.0K | $1.21M | +963 | Added |
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