MORGAN STANLEY ETF TRUST (EVHY)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
5
Reporting holders
$9.8M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $8.9M | 170,789 | 0.00% | 11q | -52.9%-$10.0M |
| VIAWEALTH, LLC | $502.3K | 9,609 | 0.25% | 2q | -10.0%-$55.8K |
| OSAIC HOLDINGS, INC. | $250.4K | 4,790 | 0.00% | 10q | +919.1%+$225.8K |
| HARBOUR INVESTMENTS, INC. | $68.0K | 1,300 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $20.9K | 400 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $9.8M | 186,888 | 0 | 1 | 2 | 0.0% |
| Q1 2026 | 8 | $20.7M | 397,689 | 3 | 0 | 2 | 0.0% |
| Q4 2025 | 7 | $25.5M | 480,617 | 3 | 2 | 1 | 0.0% |
| Q3 2025 | 5 | $15.2M | 286,200 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $15.6M | 294,050 | 1 | 1 | 2 | 0.0% |
| Q1 2025 | 5 | $16.0M | 306,121 | 1 | 0 | 3 | 0.0% |
| Q4 2024 | 6 | $18.4M | 351,661 | 2 | 1 | 2 | 0.0% |
| Q3 2024 | 5 | $17.2M | 319,274 | 1 | 1 | 2 | 0.0% |
| Q2 2024 | 5 | $17.0M | 322,525 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 4 | $48.9M | 924,727 | 2 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $36.6M | 713,792 | 3 | 0 | 0 | 0.0% |