Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF include Ameritas Investment Partners, Inc., Gemmer Asset Management LLC, Raymond James Financial Inc, Ameritas Advisory Services, LLC, and Fmr 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29,253 | 39.16 | 1,482 | 39.32 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4,092 | 207 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5,864 | 197.36 | 297 | 200.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 180 | 9 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 15,896 | 109.99 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 179,373 | 18.05 | 9,087 | 18.18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 466 | 24 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6,970 | 353 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,642 | 640 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,976 | 83.76 | 556 | 84.11 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,440 | 4.40 | 225 | 4.19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 20,234 | 357.68 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 66,399 | 29.60 | 3 | 50.00 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 9,177 | 1.48 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9,327 | 43.05 | 473 | 43.47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 219 | 11 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,864 | 1,841.67 | 94 | 2,250.00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 85,003 | 26.52 | 4,306 | 26.68 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 346,180 | 3.00 | 17,537 | 3.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,510 | 3.23 | 583 | 3.37 |
