MORGAN STANLEY ETF TRUST
Institutional coverage
74 13F filers hold $CVIE.
13F holders
74
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 74 · Source: 13F-HR01
Ryan Investment Management, Inc.
0.08% of portfolio
790,048 sh
02
Genesis Wealth Advisors, LLC
0.26% of portfolio
451,150 sh
03
Raymond James Financial Inc.
0.01% of portfolio
368,710 sh
04
Intellus Advisors LLC
5.47% of portfolio
360,720 sh
05
J. W. Coons Advisors, LLC
0.06% of portfolio
342,118 sh
06
Lgt Capital Partners Ltd.
0.28% of portfolio
241,077 sh
07
Exor N.V.
—
200,000 sh
08
New England Capital Financial Advisors LLC
0.36% of portfolio
126,892 sh
09
Everest Management Corp.
3.52% of portfolio
91,543 sh
10
Legal & General Group Plc
0.01% of portfolio
88,876 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CVIE in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $CVIE in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:25 UTC.