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Who holds CVIE

MORGAN STANLEY ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
COMMONWEALTH EQUITY SERVICES, LLC797.4K$67.8M0.1%
Wealthspire Advisors, LLC464.9K$39.5M0.2%
Rossby Financial, LCC395.2K$33.6M6.1%
AMERIPRISE FINANCIAL INC369.7K$31.4M0.0%
World Investment Advisors241.1K$17.5M0.3%
EP Wealth Advisors, LLC171.3K$14.6M0.1%
MORGAN STANLEY146.6K$12.5M0.0%
North Berkeley Wealth Management, LLC116.1K$9.9M4.0%
ST GERMAIN D J CO INC106.0K$9.0M0.3%
RAYMOND JAMES FINANCIAL INC94.8K$8.1M0.0%
MERCER GLOBAL ADVISORS INC /ADV88.0K$7.5M0.0%
Modern Wealth Management, LLC80.6K$6.9M0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP78.2K$6.6M0.0%
TOMPKINS FINANCIAL CORP69.6K$5.9M0.4%
Gateway Wealth Partners, LLC68.2K$5.8M0.3%
MGO ONE SEVEN LLC60.7K$5.2M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO55.5K$4.7M0.0%
Focus Partners Wealth50.6K$4.3M0.0%
SEEDS INVESTOR LLC45.3K$3.9M0.4%
Financial Insights, Inc.32.0K$2.7M0.7%
Beacon Pointe Advisors, LLC30.6K$2.6M0.0%
PFG Investments, LLC26.6K$2.3M0.1%
EVOLVE PRIVATE WEALTH, LLC25.3K$2.2M0.1%
Mountain Capital Investment Advisors Inc.22.3K$1.9M0.3%
WEALTHGARDEN F.S. LLC22.3K$1.9M1.1%
Private Advisor Group, LLC20.2K$1.7M0.0%
ENVESTNET ASSET MANAGEMENT INC19.4K$1.7M0.0%
A&I FINANCIAL SERVICES, LLC19.3K$1.6M0.7%
Orion Porfolio Solutions, LLC19.0K$1.6M0.0%
Cambridge Investment Research Advisors, Inc.17.4K$1.5M0.0%
Kestra Advisory Services, LLC17.0K$1.4M0.0%
Plum Street Advisors, LLC16.4K$1.4M0.4%
Cetera Investment Advisers15.9K$1.4M0.0%
Creative Planning15.8K$1.3M0.0%
HARBOUR INVESTMENTS, INC.12.9K$1.1M0.0%
Sigma Planning Corp12.0K$1.0M0.0%
OSAIC HOLDINGS, INC.11.7K$991,4150.0%
JANE STREET GROUP, LLC10.5K$893,0580.0%
Financial Engines Advisors L.L.C.9.6K$814,3370.0%
BASSO CAPITAL MANAGEMENT, L.P.8.2K$694,3840.1%
Kondo Wealth Advisors, Inc.8.0K$683,4870.2%
Mutual Advisors, LLC7.6K$650,2620.0%
Sequoia Financial Advisors, LLC7.6K$644,4820.0%
Per Stirling Capital Management, LLC.7.4K$627,7380.1%
STIFEL FINANCIAL CORP7.2K$615,4070.0%
Mariner, LLC7.1K$603,3420.0%
Archer Investment Management, LLC7.0K$598,0640.2%
Montecito Bank & Trust6.7K$555,8700.1%
Bensler, LLC6.4K$543,1460.0%
Betterment LLC5.8K$496,0000.0%
WNY Asset Management, LLC5.7K$484,3170.0%
RW Investment Management LLC5.6K$472,8410.0%
LPL Financial LLC4.5K$383,1520.0%
Bond & Devick Financial Network, Inc.4.4K$371,3350.1%
Geneos Wealth Management Inc.4.0K$342,7600.0%
Ironwood Investment Counsel, LLC4.0K$340,0500.0%
&PARTNERS0$326,3630.0%
Conrad Siegel Investment Advisors, Inc.3.4K$285,7080.0%
LINCOLN CAPITAL CORP3.3K$280,3720.1%
Sanctuary Advisors, LLC3.2K$272,8910.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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