Morgan Stanley ETF Trust - EVIM
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| &PARTNERS | History | Added to | 1,453,116 | 76,663 | 0.38% | 0.35% | 1 | +180,323 | 14.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,347,339 | 70,795 | 0.02% | 0.02% | 2 | +158,397 | 13.32% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 424,023 | 22,280 | 0.0% | 0.0% | 3 | -7,773 | -1.8% | Q1 2026 | May 15, 2026 |
| FWG Holdings, LLC | History | New | 196,386 | 10,346 | 3.91% | — | 4 | +196,386 | New | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 184,083 | 9,672 | 0.0% | 0.0% | 5 | +37,706 | 25.76% | Q1 2026 | May 14, 2026 |
| SK Wealth Management, LLC | History | Added to | 168,303 | 8,867 | 2.46% | 0.6% | 6 | +128,206 | 319.74% | Q1 2026 | May 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 99,230 | 5,214 | 0.46% | — | 7 | +99,230 | New | Q1 2026 | May 06, 2026 |
| Coign Capital Advisors LLC | History | Added to | 93,291 | 4,902 | 2.58% | 2.54% | 8 | +1,784 | 1.95% | Q1 2026 | May 14, 2026 |
| Clear Trail Advisors, LLC | History | New | 91,499 | 4,807 | 0.8% | — | 9 | +91,499 | New | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | Added to | 88,780 | 4,664 | 0.29% | 0.25% | 10 | +8,840 | 11.06% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Added to | 82,768 | 4,349 | 0.0% | 0.0% | 11 | +52,550 | 173.9% | Q1 2026 | May 06, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 60,266 | 3,166 | 0.65% | 0.52% | 12 | +16,005 | 36.16% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 48,758 | 2,561 | 0.0% | — | 13 | +48,758 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 37,704 | 1,981 | 0.02% | — | 14 | +37,704 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,157 | 1,742 | 0.0% | 0.0% | 15 | +1,773 | 5.65% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 18,527 | 974 | 0.03% | 0.04% | 16 | -2,812 | -13.18% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | New | 16,978 | 892 | 0.19% | — | 17 | +16,978 | New | Q1 2026 | Apr 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,976 | 681 | 0.0% | 0.0% | 18 | +509 | 4.08% | Q1 2026 | Apr 27, 2026 |
| FSA Advisors, Inc. | History | Added to | 10,939 | 574 | 0.38% | 0.25% | 19 | +4,153 | 61.2% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 9,920 | 521 | 0.0% | 0.0% | 20 | +112 | 1.14% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | New | 8,491 | 446 | 0.0% | — | 21 | +8,491 | New | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,625 | 400 | 0.02% | 0.02% | 22 | +500 | 7.02% | Q1 2026 | Apr 23, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 7,562 | 397 | 0.13% | 0.36% | 23 | -28,660 | -79.12% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,478 | 340 | 0.0% | 0.0% | 24 | +34 | 0.53% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,739 | 302 | 0.0% | 0.0% | 25 | -5 | -0.09% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,604 | 294 | 0.02% | 0.01% | 26 | +2,800 | 99.86% | Q1 2026 | Apr 13, 2026 |
| Regal Investment Advisors LLC | History | New | 5,360 | 281 | 0.02% | — | 27 | +5,360 | New | Q1 2026 | May 14, 2026 |
| Miller Financial Services LLC | History | Added to | 5,240 | 275 | 0.3% | 0.24% | 28 | +1,370 | 35.4% | Q1 2026 | May 01, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,400 | 231 | 0.09% | — | 30 | +4,400 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,400 | 231 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,816 | 200 | 0.0% | — | 31 | +3,816 | New | Q1 2026 | Apr 30, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 2,626 | 137 | 0.21% | — | 32 | +2,626 | New | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 2,554 | 134 | 0.0% | 0.0% | 33 | +465 | 22.26% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,276 | 119 | 0.0% | — | 34 | +2,276 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,334 | 70 | 0.0% | — | 36 | +1,334 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,334 | 70 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | New | 845 | 44 | 0.01% | — | 37 | +845 | New | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 491 | 25 | 0.01% | 0.01% | 38 | +2 | 0.41% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 340 | 17 | 0.0% | — | 39 | +340 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 250 | 13 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,857 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,190 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,017 | -100.0% | Q1 2026 | May 15, 2026 |