Cal Intl Responsible IndexCVIEETF
13F holders, Q2 2025 (June 30)43holders +6
7new positions
1sold out
$65.09avg. 13F price*
At the end of Q2 2025, 43 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 6 from Q1 2025. 7 opened new positions and 1 sold out. The largest holders were Commonwealth Equity Services, LLC ($45.9M), Ameriprise Financial Inc. ($16.8M) and Rossby Financial, LCC ($16.5M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2025)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $11.0M |
| Exits | 1 | $273K |
All 13F filers, Q1 2025 → Q2 2025: 528,231 shares bought and 26,265 shares sold, net +501,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Commonwealth Equity Services, LLC | 0.06% | Add +3.9% | 704,739 | $45.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 258,730 | $16.8M |
| Rossby Financial, LCC | 6.21% | Add +171.3% | 253,825 | $16.5M |
| World Investment Advisors | 0.37% | Add +48.5% | 248,877 | $16.2M |
| O'Brien Wealth Partners LLC | 1.30% | Add +0.1% | 127,700 | $8.3M |
| LongView Asset Management LLC | 5.40% | Add +28.1% | 109,845 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +80.3% | 89,213 | $5.8M |
| Wealthspire Advisors, LLC | 0.03% | New | 71,957 | $4.7M |
| St Germain D J Co. Inc. | 0.20% | Add +5.9% | 71,550 | $4.7M |
| Gateway Wealth Partners, LLC | 0.54% | New | 43,605 | $2.8M |
| Archer Investment Management, LLC | 1.95% | Reduce -12.2% | 41,183 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -16.0% | 40,206 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.9% | 30,762 | $2.0M |
| Modern Wealth Management, LLC | 0.05% | New | 30,302 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 29,341 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -9.1% | 23,726 | $1.5M |
| A&I Financial Services, LLC | 0.77% | Add +3.4% | 21,001 | $1.4M |
| Financial Insights, Inc. | 0.45% | New | 18,895 | $1.2M |
| Creative Planning | 0.00% | Add +3.9% | 17,439 | $1.1M |
| Wealthgarden F.S. LLC | 0.93% | Add +15.8% | 17,630 | $1.1M |
| Kondo Wealth Advisors, Inc. | 0.42% | Reduce -19.4% | 14,609 | $948K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.1% | 14,170 | $922K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.3% | 9,203 | $599K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.9% | 8,783 | $572K |
| Mariner, LLC | 0.00% | Reduce -1.7% | 8,409 | $547K |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 8,120 | $529K |
| Harbour Investments, Inc. | 0.01% | Add +91.5% | 8,102 | $527K |
| Plum Street Advisors, LLC | 0.22% | Add +42.1% | 7,829 | $510K |
| Sandbox Financial Partners, LLC | 0.14% | Add +18.6% | 6,737 | $439K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +2.1% | 4,916 | $320K |
| RW Investment Management LLC | 0.03% | Add +1.2% | 4,815 | $313K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 4,246 | $276K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $260K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,407 | $222K |
| TFC Financial Management, Inc. | 0.01% | Add +4.9% | 1,624 | $106K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $87K |
| Spire Wealth Management | 0.00% | No change | 805 | $52K |
| Sierra Ocean, LLC | 0.03% | No change | 730 | $48K |
| Harbor Investment Advisory, LLC | 0.00% | New | 288 | $19K |
| Comerica Bank | 0.00% | No change | 121 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 93 | $6K |
| FMR LLC | 0.00% | Add +9000.0% | 91 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 62 | $4K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.