MORGAN STANLEY ETF TRUST (EVLN)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
51
Reporting holders
$1.2B
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 |
|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | $728.0M | 15,008,187 | 32.27% | 6q | HELD |
| MORGAN STANLEY | $359.7M | 7,416,476 | 0.02% | 10q | +16.8%+$51.7M |
| AMERIPRISE FINANCIAL INC | $29.4M | 605,610 | 0.01% | 4q | -49.9%-$29.3M |
| LPL Financial LLC | $19.6M | 404,212 | 0.00% | 8q | +0.8%+$149.7K |
| Corient Private Wealth LP | $14.3M | 295,052 | 0.01% | 8q | +100.5%+$7.2M |
| Spartan Wealth Advisory Services LLC | $10.2M | 211,283 | 0.84% | 2q | +1.8%+$179.2K |
| Eldridge Investment Advisors, Inc. | $8.4M | 173,999 | 1.67% | 8q | -3.1%-$270.8K |
| CENTRAL TRUST Co | $5.6M | 115,872 | 0.10% | 8q | +15.2%+$741.8K |
| Founders Financial Alliance, LLC | $5.4M | 110,537 | 0.71% | 5q | -3.2%-$179.5K |
| Obermeyer Wealth Partners | $5.0M | 103,567 | 0.21% | 4q | -12.9%-$742.1K |
| Perennial Advisors, LLC | $4.8M | 98,238 | 0.73% | new | NEW |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $4.6M | 95,726 | 1.60% | new | NEW |
| Impact Partnership Wealth, LLC | $3.0M | 62,843 | 0.30% | 5q | +29.7%+$698.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.3M | 47,233 | 0.11% | new | NEW |
| Western Wealth Management, LLC | $2.2M | 44,646 | 0.07% | 2q | +6.1%+$124.7K |
| Visionary Wealth Advisors | $1.7M | 35,134 | 0.07% | 6q | +2.2%+$35.9K |
| Rockefeller Capital Management L.P. | $1.7M | 34,221 | 0.00% | new | NEW |
| QTR Family Wealth, LLC | $1.6M | 32,014 | 0.54% | 6q | -17.3%-$324.0K |
| WELLS FARGO & COMPANY/MN | $1.5M | 30,130 | 0.00% | 4q | -5.7%-$88.6K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.3M | 25,950 | 0.06% | 4q | +1.1%+$13.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,853 | 0.00% | 10q | +1.7%+$19.9K |
| Stratos Wealth Partners, LTD. | $1.2M | 23,981 | 0.01% | 6q | HELD |
| Riverview Capital Advisers, LLC | $1.0M | 21,013 | 0.29% | new | NEW |
| OSAIC HOLDINGS, INC. | $982.4K | 20,251 | 0.00% | 6q | -8.9%-$96.1K |
| Focus Partners Wealth | $881.4K | 18,074 | 0.00% | 2q | +7.3%+$59.8K |
| CITADEL ADVISORS LLC | $845.1K | 17,422 | 0.00% | 5q | +3.7%+$29.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $814.1K | 16,728 | 0.00% | 10q | -6.8%-$59.7K |
| WEALTHSPAN PARTNERS, LLC | $735.4K | 15,162 | 0.23% | 4q | +1.4%+$10.0K |
| Kestra Advisory Services, LLC | $726.7K | 14,982 | 0.00% | 2q | +6.7%+$45.7K |
| Dynamic Financial Group | $656.0K | 13,524 | 0.50% | 5q | +2.8%+$17.8K |
| BENJAMIN EDWARDS INC | $575.9K | 11,874 | 0.01% | 3q | +22.2%+$104.5K |
| ROYAL BANK OF CANADA | $553.0K | 11,393 | 0.00% | 10q | -53.8%-$644.3K |
| Gladstone Institutional Advisory LLC | $535.5K | 11,041 | 0.02% | 7q | -1.3%-$7.0K |
| Blue Water Asset Management | $478.2K | 9,860 | 0.15% | 3q | +1.7%+$7.9K |
| Next Level Private LLC | $442.5K | 9,123 | 0.09% | 6q | +1.7%+$7.3K |
| RAYMOND JAMES FINANCIAL INC | $380.5K | 7,845 | 0.00% | 5q | -20.8%-$99.7K |
| Equitable Holdings, Inc. | $338.3K | 6,974 | 0.00% | new | NEW |
| Bill Few Associates, Inc. | $326.5K | 6,732 | 0.07% | 3q | -1.6%-$5.1K |
| Fiduciary Trust Co | $322.7K | 6,653 | 0.00% | 8q | HELD |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $254.4K | 5,244 | 0.01% | 3q | -2.0%-$5.2K |
| Fortitude Advisory Group L.L.C. | $237.2K | 4,891 | 0.09% | 3q | -8.0%-$20.6K |
| Mariner, LLC | $217.2K | 4,478 | 0.00% | new | NEW |
| WNY Asset Management, LLC | $212.5K | 4,381 | 0.02% | 2q | +1.7%+$3.5K |
| Creative Planning | $206.6K | 4,259 | 0.00% | 6q | +1.7%+$3.4K |
| FIFTH THIRD BANCORP | $136.0K | 2,804 | 0.00% | 2q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $38.4K | 791 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $35.7K | 735 | 0.00% | 2q | +200.0%+$23.8K |
| Steward Partners Investment Advisory, LLC | $13.8K | 285 | 0.00% | 8q | +9.6%+$1.2K |
| Continuum Advisory, LLC | $10.9K | 224 | 0.00% | new | NEW |
| IFP Advisors, Inc | $4.9K | 100 | 0.00% | 4q | HELD |
| UBS Group AG | $243 | 5 | 0.00% | new | NEW |
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 | 51 | $1.2B | 25,246,612 | 9 | 22 | 14 | 0.0% |
| Q1 2026 | 48 | $1.2B | 25,008,733 | 9 | 17 | 15 | 0.0% |
| Q4 2025 | 48 | $1.2B | 24,744,522 | 8 | 19 | 17 | 0.0% |
| Q3 2025 | 44 | $1.4B | 27,451,692 | 11 | 20 | 7 | 0.0% |
| Q2 2025 | 34 | $1.3B | 25,405,342 | 10 | 10 | 11 | 0.0% |
| Q1 2025 | 28 | $1.3B | 25,860,457 | 12 | 10 | 3 | 0.0% |
| Q4 2024 | 17 | $228.0M | 4,526,142 | 6 | 9 | 1 | 0.0% |
| Q3 2024 | 13 | $110.1M | 2,199,032 | 7 | 2 | 3 | 0.0% |
| Q2 2024 | 10 | $807.7M | 16,062,409 | 5 | 2 | 3 | 0.0% |
| Q1 2024 | 5 | $162.7M | 3,212,534 | 5 | 0 | 0 | 0.0% |