MORGAN STANLEY ETF TRUST
Institutional coverage
67 13F filers hold $CVLC.
13F holders
67
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $CVLC. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 67 · Source: 13F-HR01
Portman Square Capital LLP
100.00% of portfolio
2,697,658 sh
02
Genesis Wealth Advisors, LLC
0.48% of portfolio
769,423 sh
03
Ryan Investment Management, Inc.
0.06% of portfolio
551,224 sh
04
Raymond James Financial Inc.
0.01% of portfolio
299,244 sh
05
J. W. Coons Advisors, LLC
0.05% of portfolio
249,902 sh
06
Intellus Advisors LLC
3.63% of portfolio
219,195 sh
07
Legal & General Group Plc
0.03% of portfolio
215,133 sh
08
Lilly Endowment Inc.
4.26% of portfolio
194,111 sh
09
Loomis Sayles & Co. L P
—
153,974 sh
10
Dentgroup LLC
1.59% of portfolio
116,608 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CVLC in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $CVLC 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 09:14 UTC.