MORGAN STANLEY ETF TRUST (EVYM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
11
Reporting holders
$39.5M
Reported value
0.0%
Held as options
+2
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 | $26.1M | 511,515 | 0.00% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 113,660 | 0.01% | 5q | +40.1%+$1.6M |
| Elequin Capital, LP | $2.7M | 52,842 | 0.08% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 41,977 | 0.00% | 5q | +85.7%+$986.8K |
| Prentice Wealth Management LLC | $1.7M | 33,060 | 0.35% | 5q | -7.1%-$129.3K |
| SeaCrest Wealth Management, LLC | $648.2K | 12,722 | 0.07% | 4q | +38.6%+$180.7K |
| JANE STREET GROUP, LLC | $322.4K | 6,328 | 0.00% | 3q | -80.3%-$1.3M |
| Farther Finance Advisors, LLC | $57.2K | 1,122 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $52.0K | 1,021 | 0.00% | 2q | +1.3% |
| Steward Partners Investment Advisory, LLC | $48.9K | 960 | 0.00% | new | NEW |
| UBS Group AG | $3.0K | 59 | 0.00% | 2q | -52.0%-$3.3K |
| Cambridge Investment Research Advisors, Inc. | $734 | 14,400 | 0.00% | 3q | +140.0% |
| NATURAL INVESTMENTS, LLC | $477 | 9,379 | 0.10% | 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 | 11 | $39.5M | 775,266 | 3 | 4 | 3 | 0.0% |
| Q1 2026 | 9 | $35.7M | 718,556 | 2 | 3 | 3 | 0.0% |
| Q4 2025 | 9 | $41.0M | 820,820 | 3 | 5 | 1 | 0.0% |
| Q3 2025 | 5 | $36.5M | 737,702 | 2 | 2 | 0 | 0.0% |
| Q2 2025 | 5 | $38.4M | 792,681 | 2 | 3 | 0 | 0.0% |
| Q1 2025 | 3 | $20.3M | 408,912 | 3 | 0 | 0 | 0.0% |