CVSB · Insider trading · 13F holders · Congress trades
Morgan Stanley ETF Trust (CVSB)
Who is buying and selling CVSB: 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
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CVSB at a glance
- No open-market insider purchases or sales of CVSB were filed in the last 90 days.
- 4 13F filers hold CVSB among their 50 largest positions, worth $4.1M combined. The biggest bets by portfolio weight are Valley Financial Group, Inc. (1.4%), Robinson Smith Wealth Advisors LLC (0.3%) and Sunrise Financial Services, LLC (0.3%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
- No member of Congress has disclosed a trade in CVSB.
CVSB insider trading
No open-market insider purchases or sales of CVSB were filed in the last 90 days.
Who owns CVSB? Hedge funds and superinvestors
4 13F filers hold CVSB among their 50 largest positions, worth $4.1M combined. The biggest bets by portfolio weight are Valley Financial Group, Inc. (1.4%), Robinson Smith Wealth Advisors LLC (0.3%) and Sunrise Financial Services, LLC (0.3%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Valley Financial Group, Inc.Wealth manager | 1.4% | $2.8M | 55,066 | -3.9% shares | Q2 2026 |
| Robinson Smith Wealth Advisors LLCWealth manager | 0.3% | $551K | 10,914 | — | Q3 2026 |
| Sunrise Financial Services, LLCWealth manager | 0.3% | $492K | 9,749 | -3.6% shares | Q3 2026 |
| Professional Financial Solutions LLC /advInvestment manager | 0.2% | $224K | 4,430 | New | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 2). Screen CVSB in the grand portfolio →
CVSB stock trades by members of Congress
No member of Congress has disclosed a trade in CVSB.
CVSB questions and answers
Are insiders buying CVSB stock?
No open-market insider purchases or sales of CVSB were filed in the last 90 days.
Which hedge funds own CVSB?
4 13F filers hold CVSB among their 50 largest positions, worth $4.1M combined. The biggest bets by portfolio weight are Valley Financial Group, Inc. (1.4%), Robinson Smith Wealth Advisors LLC (0.3%) and Sunrise Financial Services, LLC (0.3%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
Has Congress traded CVSB?
No member of Congress has disclosed a trade in CVSB.
Who is the largest holder of CVSB?
Among 13F filers, Valley Financial Group, Inc. reports the largest CVSB position, $2.8M (55,066 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Valley Financial Group, Inc.'s: 1.4% of its portfolio.
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