Morgan Stanley ETF Trust - EVHY
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 284,301 | 14,866 | 0.0% | 0.0% | 1 | -15,700 | -5.23% | Q4 2024 | May 15, 2025 |
| Focus Partners Wealth | History | New | 24,316 | 1,271 | 0.0% | — | 2 | +24,316 | New | Q4 2024 | May 29, 2025 |
| JANE STREET GROUP, LLC | History | New | 15,970 | 835 | 0.0% | — | 3 | +15,970 | New | Q4 2024 | Feb 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,619 | 136 | 0.0% | 0.0% | 4 | -6,956 | -72.65% | Q4 2024 | Jun 06, 2025 |
| UBS Group AG | History | Added to | 120 | 6 | 0.0% | 0.0% | 5 | +51 | 73.91% | Q4 2024 | Feb 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,805 | -100.0% | Q3 2024 | Dec 26, 2024 |
| SIGNATUREFD, LLC | History | No change | 19 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |