MORGAN STANLEY ETF TRUST (EVSB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
20
Reporting holders
$162.8M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $138.7M | 2,731,173 | 0.01% | 11q | +26.8%+$29.3M |
| Janney Montgomery Scott LLC | $6.2M | 121,149 | 0.01% | 8q | +20.1%+$1.0M |
| LPL Financial LLC | $4.1M | 81,239 | 0.00% | 6q | +26.1%+$855.4K |
| GOLDMAN SACHS GROUP INC | $3.4M | 67,370 | 0.00% | 5q | +96.6%+$1.7M |
| STIFEL FINANCIAL CORP | $3.2M | 62,630 | 0.00% | 4q | +31.4%+$759.7K |
| OSAIC HOLDINGS, INC. | $2.1M | 41,359 | 0.00% | 9q | +41259.0%+$2.1M |
| ROMAN BUTLER FULLERTON & CO | $1.4M | 27,979 | 0.34% | 4q | +70.9%+$589.9K |
| Private Advisor Group, LLC | $668.4K | 13,158 | 0.00% | 2q | -93.1%-$9.0M |
| Inspire Advisors, LLC | $601.0K | 11,831 | 0.04% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $505.1K | 9,943 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $479.0K | 9,424 | 0.02% | new | NEW |
| Wealthcare Advisory Partners LLC | $389.9K | 7,675 | 0.01% | 10q | -19.1%-$92.2K |
| Kingsview Wealth Management, LLC | $321.5K | 6,329 | 0.00% | 3q | -52.1%-$350.1K |
| WILLIAM JOHN SEMPOLINSKI | $254.0K | 5,000 | 0.10% | new | FIRST |
| IFP Advisors, Inc | $189.1K | 3,723 | 0.00% | 3q | +1.1%+$2.0K |
| Steward Partners Investment Advisory, LLC | $94.0K | 1,850 | 0.00% | 4q | +9.1%+$7.9K |
| Farther Finance Advisors, LLC | $86.8K | 1,708 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $56.2K | 1,107 | 0.00% | 2q | +14.1%+$7.0K |
| Global Retirement Partners, LLC | $18.9K | 371 | 0.00% | 4q | HELD |
| Ameritas Advisory Services, LLC | $5.0K | 99 | 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 | 20 | $162.8M | 3,205,117 | 5 | 10 | 3 | 0.0% |
| Q1 2026 | 17 | $137.4M | 2,707,334 | 4 | 7 | 4 | 0.0% |
| Q4 2025 | 22 | $220.3M | 4,328,773 | 8 | 8 | 2 | 0.0% |
| Q3 2025 | 15 | $195.6M | 3,837,111 | 3 | 5 | 6 | 0.0% |
| Q2 2025 | 16 | $190.0M | 3,739,141 | 6 | 7 | 3 | 0.0% |
| Q1 2025 | 12 | $171.3M | 3,371,592 | 3 | 4 | 3 | 0.0% |
| Q4 2024 | 10 | $116.1M | 2,289,882 | 2 | 8 | 0 | 0.0% |
| Q3 2024 | 9 | $38.9M | 766,313 | 1 | 4 | 4 | 0.0% |
| Q2 2024 | 8 | $40.1M | 795,190 | 2 | 4 | 2 | 0.0% |
| Q1 2024 | 7 | $74.7M | 1,482,556 | 6 | 1 | 0 | 0.0% |
| Q4 2023 | 1 | $36.8M | 730,000 | 1 | 0 | 0 | 0.0% |