Cal Intl Responsible IndexCVIEETF
13F holders, Q3 2025 (September 30)51holders +8
12new positions
3sold out
$68.29avg. 13F price*
At the end of Q3 2025, 51 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 8 from Q2 2025. 12 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($49.8M), Wealthspire Advisors, LLC ($27.7M) and Rossby Financial, LCC ($19.7M).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2025)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.7M |
| Exits | 3 | $6.4M |
All 13F filers, Q2 2025 → Q3 2025: 688,162 shares bought and 126,546 shares sold, net +561,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Commonwealth Equity Services, LLC | 0.06% | Add +3.5% | 729,363 | $49.8M |
| Wealthspire Advisors, LLC | 0.14% | Add +464.0% | 405,854 | $27.7M |
| Rossby Financial, LCC | 6.56% | Add +13.0% | 286,826 | $19.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 250,075 | $17.1M |
| World Investment Advisors | 0.33% | Reduce -3.8% | 239,311 | $16.3M |
| LongView Asset Management LLC | 6.15% | Add +18.8% | 130,535 | $8.9M |
| O'Brien Wealth Partners LLC | 1.12% | Reduce -5.2% | 121,010 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | New | 121,010 | $8.3M |
| St Germain D J Co. Inc. | 0.24% | Add +21.6% | 87,028 | $5.9M |
| Gateway Wealth Partners, LLC | 0.53% | Add +30.7% | 56,986 | $3.9M |
| Archer Investment Management, LLC | 1.87% | Add +8.3% | 44,615 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +30.7% | 38,337 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.5% | 33,671 | $2.3M |
| Modern Wealth Management, LLC | 0.04% | Add +4.9% | 31,774 | $2.2M |
| Financial Insights, Inc. | 0.65% | Add +53.4% | 28,976 | $2.0M |
| Natural Investments, LLC | 0.48% | New | 29,174 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -9.2% | 21,551 | $1.5M |
| A&I Financial Services, LLC | 0.71% | Reduce -0.1% | 20,985 | $1.4M |
| Wealthgarden F.S. LLC | 0.91% | Add +2.9% | 18,134 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.8% | 17,820 | $1.2M |
| Creative Planning | 0.00% | Reduce -3.7% | 16,786 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | New | 14,957 | $1.0M |
| Kondo Wealth Advisors, Inc. | 0.38% | Reduce -4.9% | 13,887 | $948K |
| Osaic Holdings, Inc. | 0.00% | Add +49.1% | 13,723 | $929K |
| Cwm, LLC | 0.00% | New | 11,347 | $774K |
| Harbour Investments, Inc. | 0.02% | Add +29.5% | 10,490 | $716K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.5% | 9,441 | $644K |
| Sandbox Financial Partners, LLC | 0.17% | Add +25.7% | 8,470 | $578K |
| Mariner, LLC | 0.00% | Add +0.0% | 8,411 | $574K |
| Plum Street Advisors, LLC | 0.21% | Add +0.2% | 7,843 | $535K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,761 | $530K |
| Flow Traders U.S. LLC | 0.02% | New | 7,122 | $486K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.2% | 4,925 | $336K |
| RW Investment Management LLC | 0.03% | No change | 4,815 | $329K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 4,248 | $290K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +20.9% | 4,120 | $287K |
| Geneos Wealth Management Inc. | 0.01% | Add +4204.3% | 4,003 | $273K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $273K |
| Lincoln Capital Corp. | 0.09% | New | 3,500 | $239K |
| Cetera Investment Advisers | 0.00% | New | 3,193 | $218K |
| Collaborative Wealth Managment Inc. | 0.08% | New | 3,000 | $205K |
| TFC Financial Management, Inc. | 0.01% | Add +5.0% | 1,706 | $116K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $91K |
| Spire Wealth Management | 0.00% | No change | 805 | $55K |
| Principal Securities, Inc. | 0.00% | New | 570 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | Add +79.9% | 518 | $35K |
| Comerica Bank | 0.00% | No change | 121 | $8K |
| Founders Financial Alliance, LLC | 0.00% | New | 113 | $8K |
| FMR LLC | 0.00% | Reduce -6.6% | 85 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 62 | $4K |
| UBS Group AG | 0.00% | New | 39 | $3K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.