Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF include Northwestern Mutual Wealth Management Co, Ameritas Investment Partners, Inc., Bbr Partners, Llc, LPL Financial LLC, Modern Wealth Management, LLC, RMG Wealth Management LLC, and Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 16,425 | 366.09 | 1 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,953 | 27.90 | 119 | 37.21 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 215,462 | 14.28 | 13,079 | 22.29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,949 | 1,636 | ||||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 6,326 | 0.27 | 384 | 7.28 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 3,318 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,304 | 322 | ||||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 8,796 | 534 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5,022 | 305 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4,440 | 12.46 | 270 | 20.63 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 20,895 | 1,268 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 6,097 | 0.23 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 774 | 3.20 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 299 | 39.72 | 18 | 50.00 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 80,580 | 14.59 | 4,891 | 22.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7,777 | 14.07 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 56 | 3 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,335 | 22.93 | 81 | 32.79 |
