Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CALVERT ULT SHR
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
2,955,404
-
Shares change
-
-267,666
-
Total reported value, excl. options
-
$149,719,489
-
Value change
-
-$13,548,732
-
Number of buys
-
20
-
Number of sells
-
-13
-
Price
-
$50.66
Significant Holders of MORGAN STANLEY ETF TRUST - CALVERT ULT SHR (CVSB) as of Q2 2025
38 filings reported holding CVSB - MORGAN STANLEY ETF TRUST - CALVERT ULT SHR as of Q2 2025.
MORGAN STANLEY ETF TRUST - CALVERT ULT SHR (CVSB) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,955,404 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,054,061 shares), Valley Financial Group, Inc. (346,180 shares), LPL Financial LLC (179,373 shares), Pathstone Holdings, LLC (85,003 shares), COMMONWEALTH EQUITY SERVICES, LLC (66,399 shares), Private Advisor Group, LLC (29,253 shares), Betterment LLC (20,234 shares), Good Life Advisors, LLC (17,640 shares), Cambridge Investment Research Advisors, Inc. (15,896 shares), and CITADEL ADVISORS LLC (12,642 shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.