# MORGAN STANLEY ETF TRUST (EVTR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EVTR/

- Reporting holders: 5
- Reported value: $5.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $3.2M | 66,524 | 0.6% | 4 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $1.5M | 31,533 | 0.8% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $417.2K | 8,658 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $280.7K | 5,826 | 0.0% | 4 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $24.6K | 510 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $5.4M |
| Q2 2026 | 187 | $4.8B |
| Q1 2026 | 178 | $4.6B |
| Q4 2025 | 158 | $3.5B |
| Q3 2025 | 127 | $2.6B |
| Q2 2025 | 113 | $1.6B |
| Q1 2025 | 93 | $1.2B |
| Q4 2024 | 81 | $766.6M |
| Q3 2024 | 50 | $403.7M |
| Q2 2024 | 33 | $164.1M |
| Q1 2024 | 29 | $252.1M |