# MORGAN STANLEY ETF TRUST CALVERT ULT SHR

MORGAN STANLEY ETF TRUST CALVERT ULT SHR is a security (CUSIP 61774R601) tracked across SEC portfolio filings. 47 institutional managers reported $172.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $5.1M via N-PORT as of 2026-03-31.

## Summary

- Issuer: MORGAN STANLEY ETF TRUST
- Class: CALVERT ULT SHR
- CUSIP: 61774R601
- Asset category: EC
- 13F holders: 47
- 13F value: $172.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $5.1M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 47 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $111.8M | 2,210,158 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/319208) | NAPLES, FL | $5.4M | 106,784 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $3.8M | 75,202 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $3.3M | 65,514 |
| [Valley Financial Group, Inc.](https://search.stillhousedata.com/firm/312254) | AMBLER, PA | $2.9M | 57,308 |
| [Rossby Financial, LCC](https://search.stillhousedata.com/firm/324631) | MELBOURNE, FL | $1.6M | 31,179 |
| PFG Investments, LLC | WOODBURY, NY | $1.4M | 27,986 |
| [Strategic Financial Planning, Inc.](https://search.stillhousedata.com/firm/118450) | 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](https://search.stillhousedata.com/firm/141303) | LOS ANGELES, CA | $985K | 19,445 |
| [Prism Advisors, Inc.](https://search.stillhousedata.com/firm/286474) | STUDIO CITY, CA | $894K | 17,652 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Calvert Bond Fund](https://search.stillhousedata.com/fund/S000008718) | Calvert Social Investment Fund | $5.1M | 11.94% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/61774R601.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.