MORGAN STANLEY ETF TRUST (PAPI)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
28
Reporting holders
$263.9M
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 | $231.5M | 8,671,682 | 0.01% | 11q | +18.1%+$35.4M |
| LPL Financial LLC | $10.4M | 389,581 | 0.00% | 5q | +57.9%+$3.8M |
| Blue Water Asset Management | $5.7M | 213,607 | 1.84% | 2q | +10.0%+$519.2K |
| Private Advisor Group, LLC | $2.8M | 103,212 | 0.01% | 5q | +2.1%+$56.3K |
| OSAIC HOLDINGS, INC. | $2.7M | 99,865 | 0.00% | 10q | +5.7%+$144.5K |
| STIFEL FINANCIAL CORP | $1.8M | 66,532 | 0.00% | 6q | +371.6%+$1.4M |
| OLD MISSION CAPITAL LLC | $851.4K | 31,888 | 0.01% | 4q | +27.4%+$183.0K |
| FIFTH THIRD BANCORP | $782.3K | 29,300 | 0.00% | 2q | +2.2%+$16.7K |
| OPPENHEIMER & CO INC | $736.2K | 27,572 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $705.6K | 26,427 | 0.00% | 3q | +19.3%+$114.1K |
| LRI Investments, LLC | $667.5K | 25,000 | 0.05% | 8q | HELD |
| FLAGSTAR SECURITIES, INC | $565.6K | 21,024 | 0.17% | 6q | HELD |
| Cetera Investment Advisers | $518.7K | 19,428 | 0.00% | new | NEW |
| NOTTINGHAM ADVISORS, INC. | $508.7K | 18,500 | 0.06% | 2q | +5.7%+$27.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | $505.7K | 18,941 | 0.01% | 2q | -18.9%-$118.0K |
| ENVESTNET ASSET MANAGEMENT INC | $471.4K | 17,654 | 0.00% | 6q | +30.4%+$109.8K |
| Arkadios Wealth Advisors | $425.7K | 15,943 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $358.6K | 13,431 | 0.00% | 7q | -36.9%-$209.9K |
| AGH Wealth Advisors, LLC | $350.8K | 13,140 | 0.22% | 2q | +46.0%+$110.5K |
| DAVENPORT & Co LLC | $321.7K | 12,050 | 0.00% | new | NEW |
| Mariner, LLC | $309.4K | 11,588 | 0.00% | 4q | +3.5%+$10.4K |
| RAYMOND JAMES FINANCIAL INC | $269.3K | 10,087 | 0.00% | 2q | +22.4%+$49.3K |
| Eldridge Investment Advisors, Inc. | $223.3K | 8,362 | 0.04% | 2q | +6.4%+$13.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $214.6K | 8,036 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $110.0K | 4,106 | 0.00% | 5q | HELD |
| Global Retirement Partners, LLC | $102.7K | 3,847 | 0.00% | 2q | HELD |
| UBS Group AG | $57.3K | 2,146 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $12.0K | 450 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $418 | 15,652 | 0.00% | 5q | -65.3% |
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 | 28 | $263.9M | 9,883,399 | 5 | 15 | 2 | 0.0% |
| Q1 2026 | 26 | $230.9M | 8,440,869 | 9 | 10 | 3 | 0.0% |
| Q4 2025 | 24 | $181.6M | 7,041,338 | 7 | 11 | 4 | 0.0% |
| Q3 2025 | 18 | $170.1M | 6,528,021 | 4 | 9 | 4 | 0.0% |
| Q2 2025 | 17 | $143.2M | 5,670,282 | 7 | 8 | 1 | 0.0% |
| Q1 2025 | 13 | $107.0M | 4,030,965 | 3 | 7 | 1 | 0.0% |
| Q4 2024 | 10 | $78.8M | 3,011,602 | 3 | 3 | 1 | 0.0% |
| Q3 2024 | 7 | $55.5M | 2,035,744 | 4 | 2 | 0 | 0.0% |
| Q2 2024 | 4 | $28.8M | 1,114,212 | 0 | 1 | 2 | 0.0% |
| Q1 2024 | 7 | $78.1M | 2,883,760 | 4 | 2 | 0 | 0.0% |
| Q4 2023 | 4 | $41.6M | 1,616,836 | 4 | 0 | 0 | 0.0% |