Cal Intl Responsible IndexCVIEETF
13F holders, Q2 2026 (June 30)90holders +14
25new positions
8sold out
$84.36avg. 13F price*
At the end of Q2 2026, 90 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 14 from Q1 2026. 25 opened new positions and 8 sold out. The largest holders were Commonwealth Equity Services, LLC ($67.8M), Wealthspire Advisors, LLC ($39.5M) and Rossby Financial, LCC ($33.6M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $20.7M |
| Exits | 8 | $11.0M |
All 13F filers, Q1 2026 → Q2 2026: 502,059 shares bought and 454,851 shares sold, net +47,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Commonwealth Equity Services, LLC | 0.09% | Add +0.9% | 797,392 | $67.8M |
| Wealthspire Advisors, LLC | 0.22% | Add +3.0% | 464,924 | $39.5M |
| Rossby Financial, LCC | 6.14% | Add +9.6% | 395,225 | $33.6M |
| Ameriprise Financial Inc. | 0.01% | Add +0.3% | 369,688 | $31.4M |
| World Investment Advisors | 0.29% | No change | 241,077 | $17.5M |
| EP Wealth Advisors, LLC | 0.06% | Add +0.1% | 171,263 | $14.6M |
| Morgan Stanley | 0.00% | Add +53.2% | 146,612 | $12.5M |
| North Berkeley Wealth Management, LLC | 3.99% | Add +26.8% | 116,086 | $9.9M |
| St Germain D J Co. Inc. | 0.32% | Add +0.2% | 105,970 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Add +11.6% | 94,816 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.9% | 88,043 | $7.5M |
| Modern Wealth Management, LLC | 0.08% | Add +32.8% | 80,620 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | New | 78,162 | $6.6M |
| Tompkins Financial Corp. | 0.41% | New | 69,588 | $5.9M |
| Gateway Wealth Partners, LLC | 0.35% | Reduce -46.2% | 68,233 | $5.8M |
| Mgo One Seven LLC | 0.09% | Reduce -2.6% | 60,733 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.9% | 55,532 | $4.7M |
| Focus Partners Wealth | 0.00% | Add +86.2% | 50,630 | $4.3M |
| Seeds Investor LLC | 0.40% | Add +39.3% | 45,308 | $3.9M |
| Financial Insights, Inc. | 0.74% | Reduce -0.7% | 31,990 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.0% | 30,568 | $2.6M |
| PFG Investments, LLC | 0.09% | Add +381.1% | 26,622 | $2.3M |
| Evolve Private Wealth, LLC | 0.13% | Reduce -1.6% | 25,304 | $2.2M |
| Mountain Capital Investment Advisors Inc. | 0.27% | New | 22,323 | $1.9M |
| Wealthgarden F.S. LLC | 1.07% | Add +2.5% | 22,274 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +37.4% | 20,250 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +424.8% | 19,413 | $1.7M |
| A&I Financial Services, LLC | 0.71% | Reduce -3.3% | 19,287 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.8% | 18,983 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.5% | 17,409 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.4% | 16,978 | $1.4M |
| Plum Street Advisors, LLC | 0.44% | Add +4.2% | 16,363 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +228.6% | 15,948 | $1.4M |
| Creative Planning | 0.00% | Reduce -11.4% | 15,829 | $1.3M |
| Harbour Investments, Inc. | 0.01% | Add +3.2% | 12,863 | $1.1M |
| Sigma Planning Corp | 0.03% | New | 11,984 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 11,661 | $991K |
| Jane Street Group, LLC | 0.00% | Reduce -94.8% | 10,505 | $893K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.2% | 9,579 | $814K |
| Basso Capital Management, L.P. | 0.17% | New | 8,168 | $694K |
| Kondo Wealth Advisors, Inc. | 0.23% | Reduce -14.8% | 8,039 | $683K |
| Mutual Advisors, LLC | 0.01% | Add +23.2% | 7,649 | $650K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,581 | $644K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -6.1% | 7,384 | $628K |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 7,239 | $615K |
| Mariner, LLC | 0.00% | Reduce -3.8% | 7,097 | $603K |
| Archer Investment Management, LLC | 0.20% | Reduce -14.9% | 7,035 | $598K |
| Bensler, LLC | 0.05% | New | 6,389 | $543K |
| Betterment LLC | 0.00% | New | 5,835 | $496K |
| WNY Asset Management, LLC | 0.04% | Add +5.3% | 5,697 | $484K |
| RW Investment Management LLC | 0.04% | Add +8.5% | 5,562 | $473K |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 4,507 | $383K |
| Bond & Devick Financial Network, Inc. | 0.09% | New | 4,368 | $371K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,032 | $343K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $340K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | Reduce -5.8% | 3,361 | $286K |
| Lincoln Capital Corp. | 0.09% | No change | 3,298 | $280K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -37.5% | 3,210 | $273K |
| Scott Capital Advisors, LLC | 0.04% | New | 2,986 | $254K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | No change | 2,921 | $248K |
| Collaborative Wealth Managment Inc. | 0.10% | No change | 2,826 | $240K |
| Atria Investments, Inc | 0.00% | New | 2,801 | $238K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | New | 2,624 | $223K |
| Principal Securities, Inc. | 0.00% | New | 2,582 | $220K |
| Perigon Wealth Management, LLC | 0.00% | New | 2,539 | $216K |
| Gibson Capital, LLC | 0.04% | New | 2,512 | $214K |
| Montecito Bank & Trust | 0.03% | New | 2,467 | $210K |
| Westview Management dba Westview Investment Advisors | 0.10% | New | 2,432 | $207K |
| Aaron Wealth Advisors LLC | 0.01% | New | 2,414 | $205K |
| Natural Investments, LLC | 0.04% | Reduce -32.5% | 2,402 | $204K |
| First Pacific Financial | 0.02% | Add +80.0% | 2,221 | $189K |
| TFC Financial Management, Inc. | 0.02% | Add +0.2% | 2,146 | $182K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $114K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,074 | $91K |
| Spire Wealth Management | 0.00% | No change | 805 | $68K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 799 | $68K |
| Smartleaf Asset Management LLC | 0.00% | No change | 721 | $61K |
| Timmons Wealth Management, LLC | 0.04% | Add +0.9% | 643 | $55K |
| Sunrise Financial Services, LLC | 0.02% | No change | 396 | $34K |
| FMR LLC | 0.00% | Reduce -2.8% | 280 | $24K |
| Cornerstone Planning Group LLC | 0.00% | New | 236 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | New | 148 | $13K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 146 | $12K |
| Fifth Third Bancorp | 0.00% | No change | 121 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 113 | $10K |
| JPMorgan Chase & Co. | 0.00% | Add +103.8% | 53 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 50 | $4K |
| MCF Advisors LLC | 0.00% | No change | 34 | $3K |
| Key Financial Inc | 0.00% | New | 32 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 26 | $2K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.