Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF include Wealthspire Advisors, LLC, Modern Wealth Management, LLC, Valtinson Bruner Financial Planning LLC, Relyea Zuckerberg Hanson LLC, and Belpointe Asset Management LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Riverwater Partners LLC | 30,038 | 93.03 | 2,299 | 114.46 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 197,213 | 15,095 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6,273 | 2.07 | 480 | 13.48 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,643 | 202 | ||||||
| 2025-08-06 | 13F | Trillium Asset Management, Llc | 24,808 | 6.71 | 1,899 | 18.47 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 19,219 | 7.11 | 1,471 | 18.92 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 5,276 | 38.70 | 404 | 53.82 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 20,791 | 0.46 | 1,591 | 11.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 7,648 | 23.59 | 585 | 37.32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 145,608 | 7.56 | 11,145 | 21.01 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 4,629 | 7.63 | 354 | 19.59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 36,715 | 339.96 | 2,810 | 388.70 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4,458 | 0.25 | 341 | 11.44 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 8,211 | 628 | ||||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 281,546 | 1.49 | 21,550 | 12.68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10,098 | 112.23 | 773 | 135.37 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 21,526 | 1,648 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6,671 | 511 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,102 | 24.45 | 161 | 37.93 | ||||
| 2025-08-14 | 13F | Fmr Llc | 442 | 44,100.00 | 34 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,291 | 9.75 | 405 | 21.69 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2,705 | 4.48 | 207 | 16.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,468 | 3.07 | 342 | 14.43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 534,710 | 0.91 | 41 | 11.11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 48,578 | 35,358.39 | 4 | |||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 72,041 | 74.10 | 5,514 | 93.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,731 | 209 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,318 | 82.40 | 560 | 102.90 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 24,792 | 9.95 | 1,898 | 22.07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 27,432 | 0.97 | 2,100 | 12.13 |
