MORGAN STANLEY ETF TRUST (EVTR)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
182
Reporting holders
$4.6B
Reported value
0.0%
Held as options
+11
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 | $2.0B | 39,231,687 | 0.11% | 10q | +19.4%+$323.9M |
| AMERIPRISE FINANCIAL INC | $315.4M | 6,218,788 | 0.06% | 10q | -47.3%-$283.4M |
| WELLS FARGO & COMPANY/MN | $215.5M | 4,250,011 | 0.03% | 7q | -48.6%-$204.1M |
| BANK OF AMERICA CORP /DE/ | $192.4M | 3,794,623 | 0.01% | 6q | +6.4%+$11.6M |
| LPL Financial LLC | $191.4M | 3,775,096 | 0.04% | 10q | +9.3%+$16.3M |
| FMR LLC | $153.6M | 3,029,286 | 0.01% | 5q | -24.4%-$49.7M |
| RAYMOND JAMES FINANCIAL INC | $127.6M | 2,516,229 | 0.03% | 7q | +12.3%+$14.0M |
| Prodigy Asset Management LLC | $115.4M | 2,276,545 | 34.77% | 4q | -0.6%-$711.0K |
| OSAIC HOLDINGS, INC. | $112.4M | 2,217,002 | 0.13% | 10q | +7.4%+$7.8M |
| ENVESTNET ASSET MANAGEMENT INC | $107.6M | 2,121,112 | 0.03% | 10q | +34.2%+$27.4M |
| PNC Financial Services Group, Inc. | $80.7M | 1,591,588 | 0.04% | 8q | +23.0%+$15.1M |
| Provenance Wealth Advisors, LLC | $71.4M | 1,408,343 | 6.80% | 2q | HELD |
| ALPS ADVISORS INC | $70.0M | 1,381,250 | 0.33% | 2q | +35.8%+$18.5M |
| HighTower Advisors, LLC | $58.7M | 1,157,397 | 0.06% | 8q | +83.0%+$26.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.4M | 639,218 | 0.02% | 10q | -5.5%-$1.9M |
| Cetera Investment Advisers | $30.3M | 597,038 | 0.03% | 10q | +37.0%+$8.2M |
| Valley Financial Group, Inc. | $27.3M | 538,266 | 13.46% | 8q | +3.7%+$965.2K |
| Retirement Management Systems Inc. | $27.1M | 534,941 | 5.55% | 3q | +13.9%+$3.3M |
| Quadcap Wealth Management, LLC | $24.2M | 476,939 | 2.35% | 7q | +2.5%+$590.6K |
| Spire Wealth Management | $24.0M | 472,603 | 0.72% | 6q | HELD |
| ROYAL BANK OF CANADA | $19.4M | 383,302 | 0.00% | 10q | +223.8%+$13.4M |
| Coign Capital Advisors LLC | $18.0M | 355,309 | 8.11% | 6q | +3.5%+$603.0K |
| D.A. DAVIDSON & CO. | $17.0M | 336,009 | 0.09% | 5q | +15.2%+$2.3M |
| Clear Trail Advisors, LLC | $16.2M | 318,612 | 2.47% | 2q | +10.4%+$1.5M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $15.5M | 305,794 | 0.29% | 2q | +1.6%+$236.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.7M | 290,265 | 0.02% | 10q | +12.3%+$1.6M |
| Stonehearth Capital Management, LLC | $14.3M | 282,092 | 4.88% | new | NEW |
| Bouvel Investment Partners, LLC | $14.2M | 280,957 | 3.22% | 9q | +7.6%+$1.0M |
| Madrid Wealth Management, LLC | $14.1M | 277,622 | 9.24% | 3q | +11.4%+$1.4M |
| Sanctuary Advisors, LLC | $13.5M | 267,193 | 0.06% | 7q | +5.5%+$709.6K |
| STEVENS CAPITAL PARTNERS | $13.5M | 266,333 | 2.57% | 5q | +12.9%+$1.5M |
| HARBOUR INVESTMENTS, INC. | $12.4M | 245,116 | 0.17% | 10q | +3.5%+$417.7K |
| Live Oak Investment Partners | $12.3M | 242,468 | 6.62% | 3q | +3.3%+$394.6K |
| Rockefeller Capital Management L.P. | $12.3M | 242,335 | 0.02% | new | NEW |
| Snowden Capital Advisors LLC | $12.3M | 241,592 | 0.29% | 8q | +7.4%+$840.6K |
| Destiny Wealth Partners, LLC | $11.6M | 231,605 | 1.63% | 5q | -20.1%-$2.9M |
| GOLDMAN SACHS GROUP INC | $11.3M | 222,709 | 0.00% | 3q | +62.2%+$4.3M |
| Private Advisor Group, LLC | $10.6M | 208,049 | 0.05% | 7q | +55.6%+$3.8M |
| Eldridge Investment Advisors, Inc. | $10.5M | 206,082 | 2.07% | 8q | +50.3%+$3.5M |
| JANE STREET GROUP, LLC | $10.3M | 202,285 | 0.00% | new | NEW |
| Corient Private Wealth LP | $9.9M | 195,712 | 0.01% | 4q | +202.6%+$6.6M |
| Systelligence, LLC | $9.7M | 192,248 | 1.63% | 7q | -6.0%-$623.7K |
| OPPENHEIMER & CO INC | $9.5M | 187,205 | 0.10% | 9q | +1319.7%+$8.8M |
| Asset Allocation Strategies LLC | $9.1M | 179,678 | 1.40% | 5q | +18.8%+$1.4M |
| Pinion Investment Advisors, LLC | $8.7M | 172,412 | 1.66% | 6q | +13.6%+$1.0M |
| Balanced Rock Investment Advisors LLC | $8.6M | 169,176 | 5.35% | 5q | +9.8%+$765.8K |
| Kingsview Wealth Management, LLC | $8.5M | 166,963 | 0.10% | 10q | +16.3%+$1.2M |
| MML INVESTORS SERVICES, LLC | $8.3M | 163,002 | 0.02% | 10q | +26.6%+$1.7M |
| Focus Financial Network, Inc. | $8.2M | 160,768 | 0.25% | 3q | +147.8%+$4.9M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.9M | 135,946 | 0.33% | 6q | +747.1%+$6.1M |
| OAK FAMILY ADVISORS, LLC | $6.6M | 130,871 | 1.70% | 4q | HELD |
| PRINCIPAL SECURITIES, INC. | $6.5M | 127,959 | 0.08% | 10q | +7.7%+$461.4K |
| Geneos Wealth Management Inc. | $6.5M | 127,680 | 0.13% | 2q | +1.1%+$73.5K |
| VICTORY FINANCIAL GROUP, LLC | $6.5M | 127,350 | 0.68% | 7q | -61.2%-$10.2M |
| Wall Street Financial Group, Inc. | $6.4M | 126,733 | 3.44% | 8q | -8.8%-$621.2K |
| DRIVE WEALTH MANAGEMENT, LLC | $6.4M | 124,763 | 1.13% | 3q | +12.0%+$680.6K |
| WNY Asset Management, LLC | $6.3M | 124,746 | 0.56% | 2q | +29.0%+$1.4M |
| STAGE HARBOR FINANCIAL, LLC | $6.3M | 124,474 | 3.65% | 8q | +24.0%+$1.2M |
| Ameritas Advisory Services, LLC | $6.2M | 122,952 | 0.13% | 3q | +89.1%+$2.9M |
| Summit Financial, LLC | $6.0M | 118,412 | 0.07% | 4q | +9.5%+$523.6K |
| Merit Financial Group, LLC | $6.0M | 117,378 | 0.02% | 7q | +162.3%+$3.7M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.9M | 115,742 | 0.03% | 3q | +0.5%+$32.1K |
| Blueprint Investment Partners LLC | $5.5M | 108,565 | 0.46% | 2q | -5.6%-$328.4K |
| Blueprint Financial Advisors LLC | $5.5M | 108,565 | 0.61% | 2q | -5.6%-$328.4K |
| Acorn Wealth Advisors, LLC | $5.0M | 97,807 | 1.21% | 4q | +17.6%+$744.0K |
| Layline Advisors, LLC | $4.7M | 92,564 | 4.21% | new | FIRST |
| PCM Encore, LLC | $4.6M | 89,772 | 0.80% | 3q | +38.9%+$1.3M |
| CITADEL ADVISORS LLC | $4.5M | 89,094 | 0.00% | 6q | +47.2%+$1.4M |
| Mariner, LLC | $4.5M | 88,970 | 0.00% | 2q | -5.5%-$264.7K |
| Diversify Advisory Services, LLC | $4.5M | 89,124 | 0.07% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.5M | 89,124 | 0.07% | new | NEW |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.2M | 82,496 | 1.14% | 7q | HELD |
| TRUIST FINANCIAL CORP | $4.2M | 81,972 | 0.00% | 10q | +4.5%+$180.0K |
| Heritage Wealth Management, Inc. | $4.1M | 81,742 | 1.03% | 4q | +10.4%+$390.8K |
| IFP Advisors, Inc | $4.0M | 79,607 | 0.07% | 6q | +31.6%+$968.6K |
| Equitable Holdings, Inc. | $3.9M | 76,532 | 0.02% | 8q | +33.3%+$968.9K |
| Advisory Resource Group | $3.8M | 75,881 | 0.58% | 10q | -1.1%-$43.1K |
| Beacon Bridge Wealth Partners, LLC | $3.7M | 73,940 | 1.07% | 3q | -2.2%-$85.0K |
| Arax Advisory Partners | $3.7M | 73,135 | 0.02% | new | NEW |
| Savvy Advisors, Inc. | $3.6M | 71,850 | 0.08% | new | NEW |
| OLD MISSION CAPITAL LLC | $3.6M | 71,492 | 0.06% | new | NEW |
| NewEdge Advisors, LLC | $3.4M | 67,058 | 0.01% | new | NEW |
| Fifth Third Securities, Inc. | $3.4M | 67,029 | 0.19% | 7q | +5.6%+$179.6K |
| CAP Partners, LLC | $3.3M | 65,928 | 1.64% | new | NEW |
| Bank of New York Mellon Corp | $3.2M | 63,604 | 0.00% | 3q | +2.0%+$63.9K |
| Peak Planning Group, LLC | $3.2M | 62,279 | 0.71% | 3q | HELD |
| STIFEL FINANCIAL CORP | $3.1M | 60,998 | 0.00% | 5q | +13.0%+$354.9K |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.0M | 58,249 | 0.15% | 5q | +1.7%+$50.4K |
| FIFTH THIRD BANCORP | $2.9M | 57,180 | 0.00% | 2q | +7.3%+$196.8K |
| Atria Investments, Inc | $2.9M | 57,067 | 0.03% | 3q | +60.7%+$1.1M |
| Gladstone Institutional Advisory LLC | $2.9M | 56,712 | 0.09% | 8q | +11.6%+$298.7K |
| Wealthcare Advisory Partners LLC | $2.7M | 53,615 | 0.05% | 4q | +7.3%+$185.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.7M | 52,889 | 0.57% | 3q | +51.2%+$908.0K |
| Cornerstone Wealth Management, LLC | $2.6M | 50,765 | 0.11% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 47,576 | 0.00% | 2q | +226.5%+$1.7M |
| Members Trust Co | $2.3M | 45,080 | 0.07% | 3q | +25.5%+$464.7K |
| Evergreen Wealth Partners LLC | $2.3M | 44,733 | 1.36% | 3q | +43.1%+$683.5K |
| TRUSTMARK BANK TRUST DEPARTMENT | $2.2M | 42,843 | 0.13% | 6q | HELD |
| UPTICK PARTNERS, LLC | $2.1M | 41,019 | 0.32% | 3q | +6.2%+$121.4K |
| Envestnet Portfolio Solutions, Inc. | $1.9M | 36,609 | 0.01% | 7q | +7.9%+$136.1K |
Showing the largest 100 of 186 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 | 182 | $4.6B | 90,378,702 | 28 | 96 | 34 | 0.0% |
| Q1 2026 | 171 | $4.5B | 89,527,786 | 34 | 99 | 19 | 0.0% |
| Q4 2025 | 152 | $3.4B | 65,846,681 | 35 | 82 | 15 | 0.0% |
| Q3 2025 | 122 | $2.6B | 49,823,031 | 26 | 69 | 16 | 0.0% |
| Q2 2025 | 108 | $1.6B | 31,062,419 | 26 | 50 | 20 | 0.0% |
| Q1 2025 | 87 | $1.2B | 23,380,824 | 27 | 43 | 10 | 0.0% |
| Q4 2024 | 73 | $718.1M | 14,401,832 | 33 | 27 | 5 | 0.0% |
| Q3 2024 | 43 | $360.2M | 6,953,650 | 19 | 16 | 4 | 0.0% |
| Q2 2024 | 28 | $152.8M | 3,077,256 | 9 | 6 | 11 | 0.0% |
| Q1 2024 | 26 | $246.2M | 4,949,561 | 26 | 0 | 0 | 0.0% |