MORGAN STANLEY ETF TRUST (EVSM)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
104
Reporting holders
$457.2M
Reported value
0.0%
Held as options
+18
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 | $178.6M | 3,549,162 | 0.01% | 10q | +0.9%+$1.5M |
| AMERIPRISE FINANCIAL INC | $45.2M | 898,046 | 0.01% | 4q | -46.3%-$38.9M |
| LPL Financial LLC | $37.0M | 735,098 | 0.01% | 5q | +35.4%+$9.7M |
| Sunflower Bank, N.A. | $19.8M | 393,736 | 2.37% | 3q | +97.3%+$9.8M |
| ENVESTNET ASSET MANAGEMENT INC | $15.7M | 313,014 | 0.00% | 8q | +8.9%+$1.3M |
| Garrett Wealth Advisory Group, LLC | $14.1M | 279,990 | 2.17% | 4q | +9.1%+$1.2M |
| &PARTNERS | $13.5M | 267,880 | 0.06% | 8q | +9.8%+$1.2M |
| Farther Finance Advisors, LLC | $10.5M | 208,495 | 0.08% | 7q | +30.9%+$2.5M |
| Tilson Financial Group, Inc. | $9.1M | 180,493 | 2.50% | 4q | +0.7%+$59.4K |
| Diversified Portfolios, Inc. | $7.6M | 150,334 | 0.55% | 5q | +85.0%+$3.5M |
| OSAIC HOLDINGS, INC. | $6.2M | 124,112 | 0.01% | 8q | +15.6%+$845.0K |
| Sanctuary Advisors, LLC | $5.3M | 105,711 | 0.02% | 5q | -5.4%-$302.1K |
| Rockefeller Capital Management L.P. | $4.9M | 97,400 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4M | 86,721 | 0.00% | 4q | +45.6%+$1.4M |
| MML INVESTORS SERVICES, LLC | $3.6M | 70,973 | 0.01% | 6q | +36.5%+$954.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 68,417 | 0.00% | 8q | +54.7%+$1.2M |
| Summit Financial, LLC | $3.4M | 67,820 | 0.04% | 4q | -10.0%-$379.9K |
| Arkadios Wealth Advisors | $2.7M | 54,116 | 0.04% | 4q | HELD |
| Per Stirling Capital Management, LLC. | $2.7M | 53,927 | 0.26% | new | NEW |
| WEALTHSPAN PARTNERS, LLC | $2.7M | 53,492 | 0.85% | 5q | -8.4%-$246.7K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 50,358 | 0.00% | 2q | +521.2%+$2.1M |
| Rossby Financial, LCC | $2.4M | 47,335 | 0.44% | 2q | +13.7%+$287.3K |
| Stratos Investment Management, LLC | $2.3M | 45,800 | 0.08% | new | NEW |
| Valmark Advisers, Inc. | $2.3M | 45,634 | 0.02% | 4q | +88.9%+$1.1M |
| CITADEL ADVISORS LLC | $2.2M | 43,605 | 0.00% | 3q | +136.7%+$1.3M |
| Arax Advisory Partners | $2.1M | 41,226 | 0.01% | new | NEW |
| Asset Allocation Strategies LLC | $2.0M | 40,614 | 0.31% | 2q | +24.6%+$403.3K |
| Nemes Rush Group LLC | $2.0M | 39,137 | 0.16% | 4q | -11.1%-$245.6K |
| WELLS FARGO & COMPANY/MN | $2.0M | 38,953 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $1.9M | 38,701 | 0.01% | 2q | +5.6%+$102.7K |
| Vise Technologies, Inc. | $1.9M | 37,663 | 0.02% | new | NEW |
| Root Financial Partners, LLC | $1.9M | 37,663 | 0.07% | new | NEW |
| Dynamic Advisor Solutions LLC | $1.8M | 36,678 | 0.05% | 5q | +8.6%+$146.2K |
| Arete Wealth Advisors, LLC | $1.7M | 34,182 | 0.04% | 5q | +109.7%+$899.7K |
| Cetera Investment Advisers | $1.7M | 33,053 | 0.00% | 8q | -18.7%-$382.4K |
| FSA Advisors, Inc. | $1.6M | 32,194 | 0.37% | 5q | +69.8%+$666.1K |
| Savvy Advisors, Inc. | $1.6M | 32,044 | 0.03% | 2q | +19.1%+$258.0K |
| Essex Financial Services, Inc. | $1.6M | 31,967 | 0.08% | 7q | +24.4%+$315.0K |
| Wealthcare Advisory Partners LLC | $1.5M | 30,244 | 0.03% | 4q | +30.9%+$358.9K |
| HighTower Advisors, LLC | $1.2M | 24,010 | 0.00% | 8q | -9.6%-$127.6K |
| PCM Encore, LLC | $1.1M | 22,622 | 0.20% | 3q | +84.1%+$519.9K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $1.1M | 21,598 | 0.52% | 8q | +13.9%+$132.3K |
| WNY Asset Management, LLC | $1.1M | 21,477 | 0.10% | 2q | +1.1%+$12.2K |
| Stratos Wealth Partners, LTD. | $1.1M | 20,962 | 0.01% | 2q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.0M | 20,644 | 0.05% | 2q | +112.4%+$549.5K |
| MBA Advisors LLC | $1.0M | 20,186 | 0.34% | 7q | -3.2%-$34.0K |
| ORBA Wealth Advisors, L.L.C. | $916.8K | 18,223 | 0.78% | 3q | +84.1%+$418.8K |
| JANE STREET GROUP, LLC | $869.0K | 17,272 | 0.00% | 4q | -51.0%-$904.7K |
| Private Advisor Group, LLC | $803.8K | 15,977 | 0.00% | 4q | +87.2%+$374.5K |
| Gateway Wealth Partners, LLC | $785.7K | 15,617 | 0.05% | 3q | -45.0%-$642.7K |
| NewEdge Advisors, LLC | $767.3K | 15,250 | 0.00% | new | NEW |
| Milestones Private Investment Advisors LLC | $765.3K | 15,212 | 0.61% | 5q | HELD |
| Oasis Advisors, LLC | $761.0K | 15,127 | 0.49% | 3q | -98.2%-$41.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $716.5K | 14,242 | 0.01% | new | NEW |
| Atria Investments, Inc | $704.6K | 14,005 | 0.01% | 5q | -14.4%-$118.1K |
| Financial Solutions Advisory Group, Inc. | $679.0K | 13,500 | 0.09% | new | FIRST |
| Quadcap Wealth Management, LLC | $656.8K | 13,054 | 0.06% | 8q | -25.9%-$229.9K |
| Kestra Advisory Services, LLC | $653.0K | 12,980 | 0.00% | 5q | +21.4%+$115.3K |
| GENESIS PRIVATE WEALTH, LLC | $646.6K | 12,852 | 0.18% | 4q | -3.5%-$23.7K |
| New England Private Wealth Advisors LLC | $639.9K | 12,784 | 0.06% | 3q | HELD |
| Providence Financial Advisors, LLC | $610.0K | 12,124 | 0.35% | new | NEW |
| Cornerstone Wealth Management, LLC | $565.6K | 11,242 | 0.02% | new | NEW |
| Advisory Services Network, LLC | $554.7K | 11,025 | 0.01% | 4q | -10.7%-$66.7K |
| AdvisorNet Financial, Inc | $518.4K | 10,305 | 0.02% | 4q | +284.5%+$383.6K |
| IFP Advisors, Inc | $488.5K | 9,710 | 0.01% | 2q | +1287.1%+$453.3K |
| JONES FINANCIAL COMPANIES LLLP | $471.2K | 9,341 | 0.00% | 2q | +200.9%+$314.6K |
| Elequin Capital, LP | $447.7K | 8,898 | 0.01% | 2q | -84.2%-$2.4M |
| Inspire Advisors, LLC | $434.9K | 8,645 | 0.03% | 5q | -0.9%-$3.8K |
| FIFTH THIRD BANCORP | $425.2K | 8,451 | 0.00% | 2q | +3.7%+$15.2K |
| M&T Bank Corp | $390.0K | 7,751 | 0.00% | 2q | HELD |
| Brookwood Investment Group LLC | $362.8K | 7,211 | 0.04% | 4q | +15.1%+$47.5K |
| Western Wealth Management, LLC | $357.2K | 7,100 | 0.01% | new | NEW |
| BridgePort Financial Solutions, LLC | $352.0K | 6,997 | 0.09% | 5q | HELD |
| BENJAMIN EDWARDS INC | $343.8K | 6,825 | 0.00% | 4q | +23.8%+$66.1K |
| Whitaker-Myers Wealth Managers, LTD. | $333.4K | 6,627 | 0.06% | 2q | +34.0%+$84.6K |
| Cresset Asset Management, LLC | $333.4K | 6,609 | 0.00% | new | NEW |
| IFG Advisory, LLC | $319.3K | 6,348 | 0.01% | new | NEW |
| Waverly Advisors, LLC | $313.7K | 6,235 | 0.00% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $283.7K | 5,638 | 0.10% | 3q | +5.8%+$15.5K |
| DENVER WEALTH MANAGEMENT, INC. | $278.5K | 5,535 | 0.08% | new | NEW |
| Coign Capital Advisors LLC | $267.6K | 5,319 | 0.12% | new | NEW |
| Nvest Financial, LLC | $255.1K | 5,070 | 0.08% | 4q | +0.8%+$2.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $247.8K | 4,925 | 0.01% | 2q | -1.0%-$2.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $243.8K | 4,845 | 0.01% | 6q | -32.0%-$114.7K |
| Chokshi & Queen Wealth Advisors, Inc | $242.2K | 4,815 | 0.11% | 2q | +0.6%+$1.5K |
| Synergy Investment Management, LLC | $230.8K | 4,588 | 0.06% | 2q | +13.9%+$28.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $221.0K | 4,393 | 0.01% | 2q | -13.3%-$33.8K |
| PEOPLES BANK /OH | $217.0K | 4,313 | 0.11% | new | NEW |
| DAVENPORT & Co LLC | $210.3K | 4,180 | 0.00% | new | NEW |
| Lakeridge Wealth Management LLC | $200.1K | 3,977 | 0.07% | new | NEW |
| Steward Partners Investment Advisory, LLC | $196.2K | 3,900 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $187.8K | 3,734 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $171.6K | 3,411 | 0.00% | 2q | +7.0%+$11.3K |
| Tower Research Capital LLC (TRC) | $129.2K | 2,569 | 0.00% | 3q | HELD |
| MidFirst Bank | $114.8K | 2,282 | 0.01% | new | NEW |
| Aptus Capital Advisors, LLC | $75.7K | 1,504 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $75.6K | 1,499 | 0.00% | new | NEW |
| Allworth Financial LP | $75.4K | 1,499 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $38.8K | 772 | 0.00% | new | NEW |
| Princeton Global Asset Management LLC | $31.9K | 634 | 0.00% | 8q | +0.8% |
Showing the largest 100 of 106 reported holders.
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 | 104 | $457.2M | 9,086,691 | 26 | 45 | 22 | 0.0% |
| Q1 2026 | 86 | $441.8M | 8,801,207 | 25 | 35 | 16 | 0.0% |
| Q4 2025 | 72 | $328.8M | 6,543,997 | 15 | 42 | 6 | 0.0% |
| Q3 2025 | 58 | $275.4M | 5,458,788 | 23 | 27 | 3 | 0.0% |
| Q2 2025 | 38 | $184.4M | 3,688,655 | 16 | 18 | 1 | 0.0% |
| Q1 2025 | 26 | $152.7M | 3,063,038 | 8 | 13 | 2 | 0.0% |
| Q4 2024 | 21 | $100.1M | 2,008,288 | 7 | 10 | 4 | 0.0% |
| Q3 2024 | 14 | $73.6M | 1,463,811 | 10 | 3 | 1 | 0.0% |
| Q2 2024 | 5 | $62.4M | 1,257,166 | 3 | 0 | 2 | 0.0% |
| Q1 2024 | 2 | $183.7M | 3,682,317 | 2 | 0 | 0 | 0.0% |