Cal Intl Responsible IndexCVIEETF
13F holders, Q4 2025 (December 31)60holders +9
10new positions
4sold out
1famous investor
$71.32avg. 13F price*
At the end of Q4 2025, 60 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 9 from Q3 2025. 10 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($53.9M), Wealthspire Advisors, LLC ($31.8M) and Ameriprise Financial Inc. ($26.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cal Intl Responsible Index
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2025)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $13.9M |
| Exits | 4 | $532K |
All 13F filers, Q3 2025 → Q4 2025: 493,652 shares bought and 56,133 shares sold, net +437,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Commonwealth Equity Services, LLC | 0.07% | Add +3.7% | 756,310 | $53.9M |
| Wealthspire Advisors, LLC | 0.25% | Add +9.9% | 446,141 | $31.8M |
| Ameriprise Financial Inc. | 0.01% | Add +47.6% | 369,193 | $26.3M |
| Rossby Financial, LCC | 6.95% | Add +8.1% | 310,122 | $22.1M |
| World Investment Advisors | 0.28% | Reduce -1.6% | 235,536 | $16.8M |
| LongView Asset Management LLC | 6.70% | Add +3.3% | 134,821 | $9.6M |
| O'Brien Wealth Partners LLC | 1.13% | Reduce -1.1% | 119,705 | $8.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.1% | 119,705 | $8.5M |
| St Germain D J Co. Inc. | 0.29% | Add +19.5% | 103,969 | $7.4M |
| Mgo One Seven LLC | 0.09% | New | 64,266 | $4.6M |
| Jane Street Group, LLC | 0.01% | New | 62,011 | $4.4M |
| Gateway Wealth Partners, LLC | 0.46% | Add +2.6% | 58,494 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.2% | 45,312 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31.2% | 44,172 | $3.1M |
| North Berkeley Wealth Management, LLC | 1.74% | New | 41,365 | $2.9M |
| EP Wealth Advisors, LLC | 0.01% | — | 36,117 | $2.6M |
| Archer Investment Management, LLC | 1.36% | Reduce -20.7% | 35,365 | $2.5M |
| Modern Wealth Management, LLC | 0.04% | Add +8.9% | 34,607 | $2.5M |
| Financial Insights, Inc. | 0.76% | Add +10.5% | 32,006 | $2.3M |
| Evolve Private Wealth, LLC | 0.11% | — | 25,634 | $1.8M |
| Morgan Stanley | 0.00% | Add +9.2% | 23,533 | $1.7M |
| Wealthgarden F.S. LLC | 1.01% | Add +12.2% | 20,344 | $1.5M |
| A&I Financial Services, LLC | 0.73% | Add +2.5% | 21,501 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +165.4% | 20,598 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 17,238 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.1% | 15,865 | $1.1M |
| Creative Planning | 0.00% | Reduce -11.6% | 14,845 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +246.2% | 14,708 | $1.0M |
| Plum Street Advisors, LLC | 0.37% | Add +84.5% | 14,473 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 13,850 | $988K |
| Cwm, LLC | 0.00% | Add +13.3% | 12,860 | $917K |
| Harbour Investments, Inc. | 0.02% | Add +7.9% | 11,319 | $807K |
| Kondo Wealth Advisors, Inc. | 0.28% | Reduce -26.2% | 10,247 | $731K |
| Citadel Advisors | 0.00% | New | 10,171 | $725K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.5% | 9,964 | $710K |
| Mariner, LLC | 0.00% | Add +7.6% | 9,052 | $645K |
| Sandbox Financial Partners, LLC | 0.17% | Add +4.4% | 8,843 | $631K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +55.0% | 7,632 | $544K |
| GTS Securities LLC | 0.01% | New | 4,656 | $332K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 4,015 | $286K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $285K |
| PFG Investments, LLC | 0.01% | New | 3,830 | $273K |
| Natural Investments, LLC | 0.07% | Reduce -86.9% | 3,822 | $272K |
| Mutual Advisors, LLC | 0.01% | New | 3,788 | $270K |
| Sunrise Financial Services, LLC | 0.20% | — | 3,710 | $265K |
| Lincoln Capital Corp. | 0.09% | No change | 3,500 | $250K |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 3,325 | $237K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,068 | $219K |
| Collaborative Wealth Managment Inc. | 0.08% | Reduce -0.2% | 2,994 | $213K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -28.7% | 2,936 | $209K |
| TFC Financial Management, Inc. | 0.02% | Add +25.5% | 2,141 | $153K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $96K |
| First Pacific Financial | 0.01% | New | 1,264 | $90K |
| Spire Wealth Management | 0.00% | No change | 805 | $57K |
| Harbor Investment Advisory, LLC | 0.00% | Add +54.3% | 799 | $57K |
| Timmons Wealth Management, LLC | 0.04% | — | 637 | $45K |
| Bank of America Corp. | 0.00% | New | 395 | $28K |
| Comerica Bank | 0.00% | No change | 121 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 113 | $8K |
| FMR LLC | 0.00% | No change | 85 | $6K |
"% of holder's portfolio" is CVIE's weight in each manager's 13F, not the share of Cal Intl Responsible Index the manager owns.