MORGAN STANLEY ETF TRUST (EVIM)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
40
Reporting holders
$297.8M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| &PARTNERS | $84.8M | 1,589,828 | 0.35% | 8q | +9.4%+$7.3M |
| ENVESTNET ASSET MANAGEMENT INC | $78.6M | 1,475,220 | 0.02% | 8q | +9.5%+$6.8M |
| MORGAN STANLEY | $30.0M | 563,243 | 0.00% | 11q | +32.8%+$7.4M |
| LPL Financial LLC | $20.7M | 388,734 | 0.00% | 4q | +369.7%+$16.3M |
| FWG Holdings, LLC | $11.5M | 219,770 | 3.99% | 3q | +11.9%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 156,097 | 0.00% | 3q | -15.2%-$1.5M |
| SK Wealth Management, LLC | $6.5M | 122,772 | 1.45% | 4q | -27.1%-$2.4M |
| Clear Trail Advisors, LLC | $6.3M | 118,166 | 0.96% | 2q | +29.1%+$1.4M |
| Legacy Private Trust Co. | $6.2M | 117,220 | 0.35% | 4q | +32.0%+$1.5M |
| Spartan Wealth Advisory Services LLC | $5.8M | 108,605 | 0.47% | 2q | +9.4%+$499.4K |
| Coign Capital Advisors LLC | $5.1M | 95,445 | 2.29% | 6q | +2.3%+$114.7K |
| OSAIC HOLDINGS, INC. | $4.7M | 88,118 | 0.01% | 8q | +165.8%+$2.9M |
| Crumly & Associates Inc. | $4.1M | 76,536 | 0.78% | 2q | +350.8%+$3.2M |
| Crusonia Wealth Advisors LLC | $3.4M | 64,318 | 0.56% | 3q | +6.7%+$215.8K |
| Integrated Wealth Concepts LLC | $3.2M | 59,148 | 0.02% | 2q | +56.9%+$1.1M |
| Rockefeller Capital Management L.P. | $3.1M | 57,800 | 0.00% | new | NEW |
| Elequin Capital, LP | $3.1M | 57,568 | 0.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 42,697 | 0.00% | 4q | +229.0%+$1.6M |
| Interchange Capital Partners, LLC | $1.9M | 35,637 | 0.36% | 3q | +371.3%+$1.5M |
| JANE STREET GROUP, LLC | $1.8M | 34,032 | 0.00% | 2q | -30.2%-$784.4K |
| FSA Advisors, Inc. | $1.1M | 20,680 | 0.25% | 3q | +89.0%+$518.9K |
| Sanctuary Advisors, LLC | $1.1M | 20,324 | 0.01% | 4q | +104.9%+$554.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $495.5K | 9,304 | 0.00% | 5q | +43.6%+$150.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $482.2K | 9,053 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $435.9K | 8,183 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $426.1K | 8,000 | 0.00% | new | NEW |
| Cornerstone Wealth Management, LLC | $406.1K | 7,625 | 0.02% | 3q | HELD |
| Miller Financial Services LLC | $365.4K | 6,860 | 0.29% | 3q | +30.9%+$86.3K |
| Regal Investment Advisors LLC | $285.5K | 5,360 | 0.01% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $277.0K | 5,200 | 0.03% | new | NEW |
| Private Advisor Group, LLC | $254.4K | 4,776 | 0.00% | 2q | -43.8%-$197.9K |
| Steward Partners Investment Advisory, LLC | $213.1K | 4,000 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $202.6K | 3,804 | 0.01% | 6q | -32.1%-$95.9K |
| IFP Advisors, Inc | $193.4K | 3,631 | 0.00% | 3q | +42.2%+$57.4K |
| Aptus Capital Advisors, LLC | $126.9K | 2,383 | 0.00% | 2q | +4.7%+$5.7K |
| FIFTH THIRD BANCORP | $119.0K | 2,234 | 0.00% | 2q | +67.5%+$47.9K |
| IFG Advisory, LLC | $103.9K | 1,951 | 0.00% | new | NEW |
| UBS Group AG | $14.4K | 271 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $13.3K | 250 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $2.8K | 52 | 0.00% | 4q | +2.0% |
| Janney Montgomery Scott LLC | $745 | 13,990 | 0.00% | 7q | +143.8% |
| Cambridge Investment Research Advisors, Inc. | $430 | 8,068 | 0.00% | 2q | +111.4% |
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 | 40 | $297.8M | 5,594,895 | 9 | 23 | 5 | 0.0% |
| Q1 2026 | 36 | $238.1M | 4,525,392 | 11 | 18 | 2 | 0.0% |
| Q4 2025 | 28 | $189.1M | 3,561,161 | 13 | 11 | 1 | 0.0% |
| Q3 2025 | 16 | $157.9M | 3,008,638 | 5 | 4 | 4 | 0.0% |
| Q2 2025 | 13 | $132.2M | 2,571,428 | 6 | 5 | 2 | 0.0% |
| Q1 2025 | 7 | $82.6M | 1,599,323 | 2 | 4 | 0 | 0.0% |
| Q4 2024 | 7 | $60.3M | 1,157,635 | 3 | 1 | 2 | 0.0% |
| Q3 2024 | 4 | $45.5M | 660,678 | 3 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $19.5M | 373,502 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 1 | $59.9M | 1,140,000 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $41.8M | 788,824 | 2 | 0 | 0 | 0.0% |