MORGAN STANLEY ETF TRUST (EVSD)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
83
Reporting holders
$955.3M
Reported value
0.0%
Held as options
+9
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 | $451.6M | 8,881,070 | 0.02% | 9q | +12.0%+$48.3M |
| AMERIPRISE FINANCIAL INC | $85.6M | 1,684,715 | 0.02% | 4q | -42.0%-$62.0M |
| LPL Financial LLC | $74.2M | 1,458,364 | 0.02% | 9q | +44.3%+$22.8M |
| RAYMOND JAMES FINANCIAL INC | $29.3M | 575,254 | 0.01% | 7q | +19.4%+$4.7M |
| Per Stirling Capital Management, LLC. | $27.6M | 542,407 | 2.62% | 5q | +60.0%+$10.3M |
| Rockefeller Capital Management L.P. | $27.4M | 538,671 | 0.04% | 2q | +59.5%+$10.2M |
| D.A. DAVIDSON & CO. | $20.2M | 397,741 | 0.11% | 5q | +9.8%+$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $19.8M | 389,668 | 0.00% | 6q | +8.5%+$1.5M |
| Blue Water Asset Management | $17.7M | 348,359 | 5.72% | 3q | +5.8%+$976.1K |
| Tilson Financial Group, Inc. | $17.2M | 338,935 | 4.74% | 5q | +2.3%+$391.3K |
| Prism Advisors, Inc. | $15.9M | 311,981 | 3.85% | 2q | +4.3%+$661.2K |
| Platform Technology Partners | $14.7M | 289,968 | 2.41% | 7q | +11.4%+$1.5M |
| HighTower Advisors, LLC | $12.5M | 244,937 | 0.01% | 6q | +31.4%+$3.0M |
| Nemes Rush Group LLC | $11.5M | 226,338 | 0.95% | 4q | +3.4%+$379.5K |
| Merit Financial Group, LLC | $8.7M | 171,458 | 0.03% | 8q | +107.7%+$4.5M |
| IHT Wealth Management, LLC | $8.0M | 157,002 | 0.17% | 6q | -1.3%-$102.6K |
| Clear Trail Advisors, LLC | $7.5M | 147,544 | 1.15% | 2q | +10.5%+$712.9K |
| MGO ONE SEVEN LLC | $7.1M | 139,413 | 0.12% | 3q | -5.4%-$408.5K |
| Private Advisor Group, LLC | $7.0M | 137,764 | 0.03% | 7q | +12.0%+$750.6K |
| ROYAL BANK OF CANADA | $6.9M | 136,217 | 0.00% | 5q | +4.8%+$320.2K |
| WEALTHSPAN PARTNERS, LLC | $6.6M | 130,753 | 2.10% | 6q | +1.0%+$67.0K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.2M | 121,407 | 0.92% | 5q | +178.8%+$4.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 114,821 | 0.01% | 9q | -9.6%-$618.4K |
| Waverly Advisors, LLC | $5.3M | 103,919 | 0.03% | 8q | -3.1%-$171.6K |
| OSAIC HOLDINGS, INC. | $4.3M | 85,318 | 0.01% | 9q | +46.1%+$1.4M |
| Gateway Wealth Partners, LLC | $4.2M | 82,608 | 0.25% | 3q | -36.3%-$2.4M |
| Systelligence, LLC | $3.8M | 75,417 | 0.64% | 5q | -23.5%-$1.2M |
| Dakota Wealth Management | $3.8M | 74,239 | 0.07% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.6M | 71,189 | 0.00% | new | NEW |
| PCM Encore, LLC | $3.5M | 69,240 | 0.62% | 3q | +36.7%+$944.6K |
| Cetera Investment Advisers | $3.5M | 68,425 | 0.00% | 5q | +160.2%+$2.1M |
| ASSETMARK, INC | $3.3M | 65,723 | 0.01% | 5q | HELD |
| FWG Holdings, LLC | $3.3M | 64,539 | 1.14% | 3q | -22.9%-$974.7K |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $3.1M | 60,012 | 0.31% | 3q | +9.3%+$260.1K |
| Dynamic Advisor Solutions LLC | $2.7M | 53,018 | 0.08% | 9q | +43.9%+$822.8K |
| SAM Advisors, LLC | $2.4M | 46,319 | 0.64% | 2q | +16.6%+$335.9K |
| Opal Wealth Advisors, LLC | $2.0M | 38,822 | 0.43% | 4q | HELD |
| Stratos Wealth Partners, LTD. | $1.4M | 27,114 | 0.01% | new | NEW |
| WNY Asset Management, LLC | $1.3M | 25,057 | 0.11% | 2q | -44.2%-$1.0M |
| FIFTH THIRD BANCORP | $1.1M | 22,242 | 0.00% | 2q | -2.9%-$33.8K |
| Sanctuary Advisors, LLC | $1.0M | 20,316 | 0.00% | 3q | -67.4%-$2.1M |
| Savvy Advisors, Inc. | $845.4K | 16,624 | 0.02% | 4q | +37.4%+$230.0K |
| WBI INVESTMENTS, LLC | $679.4K | 13,359 | 0.17% | 6q | -8.9%-$66.7K |
| JANE STREET GROUP, LLC | $628.6K | 12,360 | 0.00% | 9q | -15.9%-$118.5K |
| FIRST AMERICAN BANK | $562.5K | 11,060 | 0.03% | 2q | -1.3%-$7.5K |
| STEPHENS INC /AR/ | $539.6K | 10,611 | 0.01% | 3q | -8.3%-$49.1K |
| OLD MISSION CAPITAL LLC | $521.1K | 10,247 | 0.01% | new | NEW |
| Center for Financial Planning, Inc. | $498.9K | 9,810 | 0.05% | 5q | HELD |
| Cherry Creek Investment Advisors, Inc. | $455.3K | 8,952 | 0.18% | 5q | -7.4%-$36.4K |
| First Heartland Consultants, Inc. | $450.7K | 8,862 | 0.03% | 2q | -1.1%-$5.0K |
| NorthLanding Financial Partners, LLC | $448.6K | 8,821 | 0.31% | 9q | +1.0%+$4.5K |
| NewEdge Advisors, LLC | $434.1K | 8,536 | 0.00% | new | NEW |
| MMA ASSET MANAGEMENT LLC | $417.8K | 8,216 | 0.13% | 4q | +1.6%+$6.6K |
| Sovran Advisors, LLC | $406.0K | 7,992 | 0.03% | 2q | -78.4%-$1.5M |
| STUDIO INVESTMENT MANAGEMENT LLC | $390.9K | 7,657 | 0.07% | 3q | +44.3%+$120.0K |
| Gladstone Institutional Advisory LLC | $387.4K | 7,618 | 0.01% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $377.6K | 7,425 | 0.25% | 3q | HELD |
| DAVENPORT & Co LLC | $375.3K | 7,380 | 0.00% | 4q | +15.6%+$50.5K |
| PFG Advisors | $330.4K | 6,497 | 0.02% | 3q | -1.6%-$5.2K |
| Strategic Financial Concepts, LLC | $320.9K | 6,310 | 0.10% | 2q | +11.2%+$32.4K |
| BOS Asset Management, LLC | $307.1K | 6,038 | 0.07% | new | NEW |
| Wealthcare Advisory Partners LLC | $302.9K | 5,956 | 0.01% | new | NEW |
| StoneX Group Inc. | $296.8K | 5,819 | 0.01% | 2q | -46.4%-$256.6K |
| Chicago Partners Investment Group LLC | $273.4K | 5,394 | 0.01% | 9q | -4.0%-$11.5K |
| MML INVESTORS SERVICES, LLC | $267.5K | 5,260 | 0.00% | new | NEW |
| &PARTNERS | $246.2K | 4,842 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $235.9K | 4,639 | 0.00% | 2q | +321.7%+$180.0K |
| Core Wealth Advisors, Inc. | $222.6K | 4,378 | 0.04% | 4q | -8.5%-$20.6K |
| Note Advisors, LLC | $221.9K | 4,364 | 0.10% | 3q | HELD |
| Cape Investment Advisory, Inc. | $215.2K | 4,232 | 0.06% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192.8K | 3,791 | 0.00% | 2q | +140.2%+$112.5K |
| IFP Advisors, Inc | $185.4K | 3,646 | 0.00% | 3q | +16.1%+$25.7K |
| Global Retirement Partners, LLC | $150.7K | 2,963 | 0.00% | 7q | -14.5%-$25.6K |
| PNC Financial Services Group, Inc. | $124.9K | 2,456 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $111.0K | 2,182 | 0.00% | 6q | +1.1%+$1.2K |
| JPMORGAN CHASE & CO | $35.8K | 700 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $32.1K | 631 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $30.1K | 591 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $26.5K | 521 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $16.4K | 322 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $8.5K | 167 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $7.8K | 153 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $7.0K | 136,746 | 0.01% | 5q | +119.0%+$3.8K |
| Janney Montgomery Scott LLC | $3.9K | 77,410 | 0.01% | 9q | -61.8%-$6.4K |
| Basepoint Wealth LLC | $2.8K | 56 | 0.00% | new | NEW |
| Capital Analysts, LLC | $275 | 5,410 | 0.01% | 9q | +3.1% |
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 | 83 | $955.3M | 18,785,742 | 18 | 35 | 23 | 0.0% |
| Q1 2026 | 74 | $922.2M | 18,099,935 | 19 | 36 | 13 | 0.0% |
| Q4 2025 | 62 | $573.5M | 11,147,384 | 14 | 28 | 12 | 0.0% |
| Q3 2025 | 47 | $448.5M | 8,721,179 | 13 | 23 | 8 | 0.0% |
| Q2 2025 | 33 | $315.1M | 6,163,445 | 12 | 13 | 6 | 0.0% |
| Q1 2025 | 21 | $160.0M | 3,152,375 | 6 | 9 | 3 | 0.0% |
| Q4 2024 | 20 | $83.4M | 1,652,543 | 3 | 6 | 7 | 0.0% |
| Q3 2024 | 18 | $50.1M | 983,390 | 6 | 6 | 4 | 0.0% |
| Q2 2024 | 16 | $48.0M | 963,333 | 16 | 0 | 0 | 0.0% |