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 | No change | 1,589,828 | 84,784 | 0.35% | 0.35% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,475,220 | 78,577 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 563,243 | 30,001 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 388,734 | 20,705 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FWG Holdings, LLC | History | No change | 219,770 | 11,502 | 3.99% | 3.99% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 156,097 | 8,314 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | Added to | 130,975 | 6,577 | 0.36% | 0.35% | 7 | +13,755 | 11.73% | Q3 2026 | Oct 06, 2026 |
| SK Wealth Management, LLC | History | No change | 122,772 | 6,457 | 1.45% | 1.45% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Trail Advisors, LLC | History | No change | 118,166 | 6,294 | 0.96% | 0.96% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 108,605 | 5,784 | 0.47% | 0.47% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coign Capital Advisors LLC | History | No change | 95,445 | 5,084 | 2.29% | 2.29% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 88,118 | 4,694 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | No change | 76,536 | 4,076 | 0.78% | 0.78% | 13 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 64,318 | 3,425 | 0.56% | 0.56% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,800 | 3,078 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 57,568 | 3,066 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 42,697 | 2,274 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 40,245 | 2,143 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Interchange Capital Partners, LLC | History | No change | 35,637 | 1,898 | 0.36% | 0.36% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,032 | 1,812 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 20,324 | 1,082 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,990 | 745 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSA Advisors, Inc. | History | No change | 10,340 | 550 | 0.25% | 0.25% | 23 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,053 | 482 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,183 | 435 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,000 | 426 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 7,625 | 406 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Miller Financial Services LLC | History | No change | 6,860 | 365 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,360 | 285 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,200 | 276 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 4,776 | 254 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,652 | 247 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,034 | 215 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,000 | 213 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,804 | 202 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 3,631 | 193 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,383 | 126 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,234 | 118 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 1,951 | 103 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 271 | 14 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 250 | 13 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |