MORGAN STANLEY ETF TRUST CALVERT ULT SHR is a security (CUSIP 61774R601) tracked across SEC portfolio filings. 47 institutional managers reported $173.1M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $5.1M via N-PORT as of 2026-03-31.
Showing 15 of 47 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $111.8M | 2,210,158 |
| LPL Financial LLC | FORT MILL, SC | $13.3M | 262,983 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $7.1M | 140,617 |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | $6.4M | 126,194 |
| Moran Wealth Management, LLC | NAPLES, FL | $5.4M | 106,784 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $3.8M | 75,202 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $3.3M | 65,514 |
| Valley Financial Group, Inc. | AMBLER, PA | $2.9M | 57,308 |
| Rossby Financial, LCC | MELBOURNE, FL | $1.6M | 31,179 |
| PFG Investments, LLC | WOODBURY, NY | $1.4M | 27,986 |
| Strategic Financial Planning, Inc. | Plano, TX | $1.3M | 50,704 |
| Dynamic Advisor Solutions LLC | PHOENIX, AZ | $1.3M | 25,370 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.1M | 22,570 |
| Mason & Associates Inc | LOS ANGELES, CA | $985K | 19,445 |
| Prism Advisors, Inc. | STUDIO CITY, CA | $894K | 17,652 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Calvert Bond Fund | Calvert Social Investment Fund | $5.1M | 11.94% |