MORGAN STANLEY ETF TRUST (EVMO)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
65
Reporting holders
$633.4M
Reported value
0.0%
Held as options
+7
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 | $241.3M | 4,826,613 | 0.01% | 4q | +3.4%+$7.9M |
| LPL Financial LLC | $108.5M | 2,170,003 | 0.02% | 4q | HELD |
| Bensler, LLC | $47.1M | 941,741 | 4.16% | 4q | +11.2%+$4.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $36.0M | 719,818 | 0.40% | 4q | -1.3%-$475.3K |
| UBS Group AG | $32.0M | 641,079 | 0.00% | 4q | +55.2%+$11.4M |
| RAYMOND JAMES FINANCIAL INC | $22.3M | 446,019 | 0.01% | 4q | -14.9%-$3.9M |
| WELLS FARGO & COMPANY/MN | $18.1M | 362,106 | 0.00% | 4q | -51.2%-$19.0M |
| Hennion & Walsh Asset Management, Inc. | $10.4M | 208,147 | 0.30% | 4q | +5.8%+$569.1K |
| Berkeley, Inc | $9.5M | 189,627 | 2.97% | 4q | -6.8%-$688.8K |
| Bleakley Financial Group, LLC | $9.0M | 179,602 | 0.11% | 3q | +3.4%+$295.8K |
| CITADEL ADVISORS LLC | $8.4M | 168,275 | 0.00% | 2q | +124.5%+$4.7M |
| Arax Advisory Partners | $6.1M | 122,788 | 0.04% | new | NEW |
| Brookwood Investment Group LLC | $5.8M | 115,283 | 0.65% | 4q | HELD |
| MGO ONE SEVEN LLC | $5.5M | 109,923 | 0.09% | 3q | -3.1%-$173.1K |
| American National Bank of Texas | $5.5M | 109,512 | 5.00% | 3q | +2.2%+$119.8K |
| ENVESTNET ASSET MANAGEMENT INC | $5.0M | 100,596 | 0.00% | 4q | -5.5%-$290.9K |
| HBW ADVISORY SERVICES LLC | $4.6M | 91,536 | 0.41% | 4q | +5.0%+$217.6K |
| IFP Advisors, Inc | $4.5M | 89,610 | 0.08% | 2q | +5.3%+$225.9K |
| Eagle Bay Advisors LLC | $4.4M | 88,419 | 3.32% | 4q | +36.7%+$1.2M |
| Atria Investments, Inc | $4.4M | 88,590 | 0.04% | 4q | +37.0%+$1.2M |
| NewEdge Advisors, LLC | $4.4M | 88,265 | 0.01% | new | NEW |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $3.9M | 84,161 | 2.95% | 2q | -49.7%-$3.9M |
| OSAIC HOLDINGS, INC. | $3.3M | 66,657 | 0.00% | 4q | -34.4%-$1.7M |
| Certified Advisory Corp | $2.9M | 57,386 | 0.23% | 3q | +25.0%+$574.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 55,690 | 0.00% | 4q | -23.9%-$875.4K |
| TBH Global Asset Management, LLC | $2.6M | 52,713 | 0.48% | 4q | -50.5%-$2.7M |
| JANE STREET GROUP, LLC | $2.2M | 44,984 | 0.00% | 2q | -18.2%-$499.6K |
| JPMORGAN CHASE & CO | $2.2M | 43,604 | 0.00% | 4q | +23.7%+$420.0K |
| Elyxium Wealth, LLC | $2.1M | 42,280 | 0.22% | 3q | +0.6%+$12.2K |
| WEALTHSPAN PARTNERS, LLC | $1.5M | 30,784 | 0.49% | 3q | +1.7%+$26.3K |
| GOLDMAN SACHS GROUP INC | $1.5M | 30,202 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.4M | 27,276 | 0.00% | 4q | -2.2%-$30.5K |
| Savvy Advisors, Inc. | $1.1M | 22,878 | 0.02% | new | NEW |
| ALPS ADVISORS INC | $1.1M | 22,460 | 0.01% | 2q | -1.0%-$11.0K |
| MML INVESTORS SERVICES, LLC | $1.1M | 21,686 | 0.00% | 4q | +57.1%+$394.0K |
| Chicago Partners Investment Group LLC | $946.5K | 19,047 | 0.02% | 4q | -1.1%-$10.1K |
| Gladstone Institutional Advisory LLC | $900.9K | 18,021 | 0.03% | 3q | -4.7%-$43.9K |
| Kraft, Davis & Associates, LLC | $865.1K | 17,329 | 0.18% | 4q | -90.3%-$8.0M |
| PRIVATE TRUST CO NA | $850.9K | 17,022 | 0.07% | 4q | +19.3%+$137.9K |
| Atlas Wealth LLC | $774.0K | 15,484 | 0.11% | 4q | -30.7%-$342.3K |
| OPTIMA CAPITAL LLC | $703.5K | 14,028 | 0.28% | 3q | -11.1%-$88.0K |
| IFG Advisory, LLC | $514.3K | 10,289 | 0.02% | new | NEW |
| Prospera Financial Services Inc | $498.4K | 9,971 | 0.01% | 4q | HELD |
| TRUIST FINANCIAL CORP | $490.8K | 9,818 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $485.1K | 9,703 | 0.00% | 4q | -6.1%-$31.7K |
| ProCore Advisors, LLC | $467.3K | 9,347 | 0.58% | 3q | -2.0%-$9.4K |
| Kingsview Wealth Management, LLC | $445.3K | 8,907 | 0.01% | 4q | -7.0%-$33.7K |
| BANK OF AMERICA CORP /DE/ | $442.1K | 8,844 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $428.0K | 8,561 | 0.00% | 2q | -5.8%-$26.5K |
| Vienna Asset Management LLC | $355.7K | 7,116 | 0.25% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $329.4K | 6,596 | 0.00% | 2q | -5.1%-$17.7K |
| PFG Investments, LLC | $313.5K | 6,271 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $291.9K | 5,839 | 0.00% | 4q | +9.6%+$25.5K |
| Private Advisor Group, LLC | $209.7K | 4,194 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $154.5K | 3,090 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $65.0K | 1,301 | 0.00% | 4q | +6.4%+$3.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $49.5K | 990 | 0.00% | new | NEW |
| Measured Wealth Private Client Group, LLC | $48.6K | 971 | 0.01% | 4q | HELD |
| Planning Strategies Inc. | $43.2K | 863 | 0.03% | new | FIRST |
| Activest Wealth Management | $17.0K | 340 | 0.00% | 4q | HELD |
| AE Wealth Management LLC | $16.5K | 330 | 0.00% | new | NEW |
| Kozak & Associates, Inc. | $15.2K | 305 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $13.6K | 271,334 | 0.02% | 4q | +106.2%+$7.0K |
| Janney Montgomery Scott LLC | $7.2K | 143,930 | 0.01% | 3q | +9.3% |
| ASSETMARK, INC | $3.9K | 78 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $3.8K | 76 | 0.00% | new | NEW |
| Investor's Fiduciary Advisor Network, LLC | $3.1K | 62,215 | 1.06% | 4q | +5.8% |
| Thrivent Financial for Lutherans | $2.1K | 42,056 | 0.00% | 3q | +4.9% |
| FMR LLC | $1.9K | 38 | 0.00% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $308 | 6,163 | 0.01% | 4q | 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 | 65 | $633.4M | 12,675,082 | 14 | 19 | 23 | 0.0% |
| Q1 2026 | 58 | $642.9M | 12,777,275 | 10 | 23 | 20 | 0.0% |
| Q4 2025 | 53 | $577.0M | 11,372,244 | 12 | 26 | 11 | 0.0% |
| Q3 2025 | 45 | $491.4M | 9,721,615 | 45 | 0 | 0 | 0.0% |