CVIE · Insider trading · 13F holders · Congress trades
Morgan Stanley ETF Trust (CVIE)
Who is buying and selling CVIE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 10
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CVIE at a glance
- No open-market insider purchases or sales of CVIE were filed in the last 90 days.
- 10 13F filers hold CVIE among their 50 largest positions, worth $60.6M combined. The biggest bets by portfolio weight are Rossby Financial, LCC (6.1%), North Berkeley Wealth Management, LLC (4.0%) and Wealthgarden F.s. LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in CVIE.
CVIE insider trading
No open-market insider purchases or sales of CVIE were filed in the last 90 days.
Who owns CVIE? Hedge funds and superinvestors
10 13F filers hold CVIE among their 50 largest positions, worth $60.6M combined. The biggest bets by portfolio weight are Rossby Financial, LCC (6.1%), North Berkeley Wealth Management, LLC (4.0%) and Wealthgarden F.s. LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Rossby Financial, LCCInvestment manager | 6.1% | $33.6M | 395,225 | +9.6% shares | Q2 2026 |
| North Berkeley Wealth Management, LLCWealth manager | 4.0% | $9.9M | 116,086 | +26.8% shares | Q2 2026 |
| Tompkins Financial CorpBank & trust | 0.4% | $5.9M | 70,805 | +1.7% shares | Q3 2026 |
| Financial Insights, Inc.Wealth manager | 0.8% | $3.1M | 36,998 | +15.7% shares | Q3 2026 |
| A&i Financial Services, LLCWealth manager | 1.0% | $2.3M | 27,309 | +41.6% shares | Q3 2026 |
| Mountain Capital Investment Advisors Inc.Wealth manager | 0.3% | $1.9M | 22,323 | — | Q2 2026 |
| Wealthgarden F.s. LLCWealth manager | 1.1% | $1.9M | 22,274 | +2.5% shares | Q2 2026 |
| Plum Street Advisors, LLCWealth manager | 0.4% | $1.4M | 16,363 | +4.2% shares | Q2 2026 |
| Kondo Wealth Advisors, Inc.Wealth manager | 0.2% | $656K | 7,897 | -1.8% shares | Q3 2026 |
| Timmons Wealth Management, LLCWealth manager | 0.0% | $55K | 643 | +0.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 6). Screen CVIE in the grand portfolio →
CVIE stock trades by members of Congress
No member of Congress has disclosed a trade in CVIE.
CVIE questions and answers
Are insiders buying CVIE stock?
No open-market insider purchases or sales of CVIE were filed in the last 90 days.
Which hedge funds own CVIE?
10 13F filers hold CVIE among their 50 largest positions, worth $60.6M combined. The biggest bets by portfolio weight are Rossby Financial, LCC (6.1%), North Berkeley Wealth Management, LLC (4.0%) and Wealthgarden F.s. LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded CVIE?
No member of Congress has disclosed a trade in CVIE.
Who is the largest holder of CVIE?
Among 13F filers, Rossby Financial, LCC reports the largest CVIE position, $33.6M (395,225 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Rossby Financial, LCC's: 6.1% of its portfolio.
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