MORGAN STANLEY ETF TRUST (EVSB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
18
Reporting holders
$156.2M
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 | $138.7M | 2,731,173 | 0.01% | 11q | +26.8%+$29.3M |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | $6.2K | 121,149 | 0.01% | 8q | +20.1%+$1.0K |
| Ameritas Advisory Services, LLC | $5.0K | 99 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $479 | 9,424 | 0.02% | 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 | 18 | $156.2M | 3,074,544 | 4 | 9 | 3 | 0.0% |
| Q1 2026 | 15 | $131.9M | 2,598,766 | 3 | 7 | 3 | 0.0% |
| Q4 2025 | 20 | $213.4M | 4,191,874 | 7 | 8 | 2 | 0.0% |
| Q3 2025 | 13 | $189.7M | 3,721,844 | 3 | 4 | 5 | 0.0% |
| Q2 2025 | 13 | $182.8M | 3,595,626 | 6 | 5 | 2 | 0.0% |
| Q1 2025 | 9 | $167.9M | 3,305,206 | 1 | 4 | 3 | 0.0% |
| Q4 2024 | 9 | $114.8M | 2,264,112 | 2 | 7 | 0 | 0.0% |
| Q3 2024 | 7 | $36.6M | 721,545 | 0 | 3 | 4 | 0.0% |
| Q2 2024 | 7 | $39.1M | 775,523 | 2 | 3 | 2 | 0.0% |
| Q1 2024 | 6 | $74.1M | 1,471,120 | 5 | 1 | 0 | 0.0% |
| Q4 2023 | 1 | $36.8M | 730,000 | 1 | 0 | 0 | 0.0% |