Cal Intl Responsible IndexCVIEETF
13F holders, Q1 2026 (March 31)76holders +16
18new positions
1sold out
1famous investor
$72.17avg. 13F price*
At the end of Q1 2026, 76 institutions reported holding Cal Intl Responsible Index (CVIE) in their 13F filings, up 16 from Q4 2025. 18 opened new positions and 1 sold out. The largest holders were Commonwealth Equity Services, LLC ($57.4M), Wealthspire Advisors, LLC ($32.8M) and Ameriprise Financial Inc. ($26.8M). 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 (Q1 2026)
- CUSIP
- 61774R106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.5M |
| Exits | 1 | $28K |
All 13F filers, Q4 2025 → Q1 2026: 941,587 shares bought and 72,008 shares sold, net +869,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Commonwealth Equity Services, LLC | 0.08% | Add +4.5% | 790,048 | $57.4M |
| Wealthspire Advisors, LLC | 0.26% | Add +1.1% | 451,150 | $32.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.1% | 368,710 | $26.8M |
| Rossby Financial, LCC | 5.57% | Add +16.3% | 360,720 | $26.7M |
| World Investment Advisors | 0.28% | Add +2.4% | 241,077 | $17.5M |
| Jane Street Group, LLC | 0.02% | Add +222.5% | 200,000 | $14.5M |
| EP Wealth Advisors, LLC | 0.06% | Add +373.6% | 171,059 | $12.4M |
| Gateway Wealth Partners, LLC | 0.36% | Add +116.9% | 126,892 | $9.2M |
| St Germain D J Co. Inc. | 0.30% | Add +1.7% | 105,740 | $7.7M |
| Morgan Stanley | 0.00% | Add +306.8% | 95,723 | $7.0M |
| North Berkeley Wealth Management, LLC | 3.52% | Add +121.3% | 91,543 | $6.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -25.8% | 88,876 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +87.5% | 84,956 | $6.2M |
| Citadel Advisors | 0.00% | Add +645.1% | 75,787 | $5.5M |
| Mgo One Seven LLC | 0.09% | Reduce -3.0% | 62,351 | $4.5M |
| Modern Wealth Management, LLC | 0.08% | Add +75.4% | 60,709 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.5% | 51,470 | $3.7M |
| Seeds Investor LLC | 0.35% | New | 32,532 | $2.6M |
| Financial Insights, Inc. | 0.76% | Add +0.7% | 32,223 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 29,959 | $2.2M |
| Strategic Financial Planning, Inc. | 1.20% | New | 66,143 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +84.8% | 27,188 | $2.0M |
| Evolve Private Wealth, LLC | 0.10% | Add +0.3% | 25,716 | $1.9M |
| Wealthgarden F.S. LLC | 1.08% | Add +6.8% | 21,727 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.6% | 20,609 | $1.5M |
| A&I Financial Services, LLC | 0.69% | Reduce -7.2% | 19,947 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.1% | 19,339 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 19,197 | $1.4M |
| Flow Traders U.S. LLC | 0.04% | New | 18,482 | $1.3M |
| Creative Planning | 0.00% | Add +20.3% | 17,861 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 15,958 | $1.2M |
| Plum Street Advisors, LLC | 0.40% | Add +8.6% | 15,710 | $1.1M |
| Private Advisor Group, LLC | 0.01% | New | 14,742 | $1.1M |
| Cwm, LLC | 0.00% | Add +11.7% | 14,362 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Add +10.2% | 12,469 | $906K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.2% | 12,440 | $904K |
| Sandbox Financial Partners, LLC | 0.25% | Add +37.7% | 12,174 | $885K |
| Kondo Wealth Advisors, Inc. | 0.26% | Reduce -8.0% | 9,432 | $686K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.0% | 9,369 | $681K |
| Archer Investment Management, LLC | 0.25% | Reduce -76.6% | 8,267 | $601K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +3.0% | 7,860 | $571K |
| Mariner, LLC | 0.00% | Reduce -18.5% | 7,377 | $536K |
| Stifel Financial Corp. | 0.00% | New | 7,143 | $519K |
| Mutual Advisors, LLC | 0.01% | Add +63.9% | 6,209 | $451K |
| PFG Investments, LLC | 0.02% | Add +44.5% | 5,534 | $402K |
| WNY Asset Management, LLC | 0.04% | — | 5,409 | $393K |
| GTS Securities LLC | 0.01% | Add +11.8% | 5,203 | $378K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,133 | $373K |
| RW Investment Management LLC | 0.04% | — | 5,125 | $373K |
| Cetera Investment Advisers | 0.00% | Add +46.0% | 4,853 | $353K |
| LPL Financial LLC | 0.00% | New | 4,661 | $339K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.4% | 4,032 | $293K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,000 | $291K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.6% | 3,699 | $269K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | New | 3,569 | $259K |
| Natural Investments, LLC | 0.06% | Reduce -7.0% | 3,556 | $258K |
| Lincoln Capital Corp. | 0.09% | Reduce -5.8% | 3,298 | $240K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +1.2% | 2,971 | $216K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 2,921 | $212K |
| Collaborative Wealth Managment Inc. | 0.09% | Reduce -5.6% | 2,826 | $205K |
| TFC Financial Management, Inc. | 0.02% | No change | 2,141 | $156K |
| Ascentis Independent Advisors | 0.01% | New | 1,596 | $116K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,340 | $97K |
| First Pacific Financial | 0.01% | Reduce -2.4% | 1,234 | $90K |
| Spire Wealth Management | 0.00% | No change | 805 | $59K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 799 | $58K |
| Smartleaf Asset Management LLC | 0.00% | New | 721 | $51K |
| Timmons Wealth Management, LLC | 0.04% | No change | 637 | $46K |
| Sunrise Financial Services, LLC | 0.02% | Reduce -89.3% | 396 | $29K |
| Royal Bank of Canada | 0.00% | New | 367 | $27K |
| FMR LLC | 0.00% | Add +238.8% | 288 | $21K |
| Fifth Third Bancorp | 0.00% | New | 121 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 113 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 50 | $4K |
| MCF Advisors LLC | 0.00% | New | 34 | $2K |
| JPMorgan Chase & Co. | 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.