Morgan Stanley ETF Trust - EVIM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| &PARTNERS | History | Added to | 1,272,793 | 67,638 | 0.35% | 0.38% | 1 | +139,178 | 12.28% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,188,942 | 63,097 | 0.02% | 0.02% | 2 | +100,236 | 9.21% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 431,796 | 22,915 | 0.0% | 0.0% | 3 | -158,313 | -26.83% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 146,377 | 7,768 | 0.0% | — | 4 | +146,377 | New | Q4 2025 | Feb 18, 2026 |
| Coign Capital Advisors LLC | History | Added to | 91,507 | 4,856 | 2.54% | 2.17% | 5 | +16,389 | 21.82% | Q4 2025 | Jan 20, 2026 |
| Legacy Private Trust Co. | History | Added to | 79,940 | 4,242 | 0.25% | 0.18% | 6 | +20,960 | 35.54% | Q4 2025 | Jan 08, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 44,261 | 2,348 | 0.52% | — | 7 | +44,261 | New | Q4 2025 | Feb 18, 2026 |
| SK Wealth Management, LLC | History | Added to | 40,097 | 2,146 | 0.6% | 0.43% | 8 | +18,353 | 84.4% | Q4 2025 | Jan 30, 2026 |
| Interchange Capital Partners, LLC | History | New | 36,222 | 1,922 | 0.36% | — | 9 | +36,222 | New | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,384 | 1,665 | 0.0% | 0.0% | 10 | +31,177 | 15061.35% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 30,218 | 1,603 | 0.0% | 0.0% | 11 | +19,523 | 182.54% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,339 | 1,132 | 0.04% | 0.02% | 12 | +13,236 | 163.35% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 16,857 | 894 | 0.02% | — | 13 | +16,857 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,467 | 661 | 0.0% | 0.0% | 14 | +5,523 | 79.54% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,808 | 520 | 0.0% | — | 15 | +9,808 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 7,125 | 378 | 0.02% | — | 16 | +7,125 | New | Q4 2025 | Feb 05, 2026 |
| FSA Advisors, Inc. | History | New | 6,786 | 360 | 0.25% | — | 17 | +6,786 | New | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,444 | 341 | 0.0% | 0.0% | 18 | +78 | 1.23% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,744 | 305 | 0.0% | 0.0% | 19 | +1,060 | 22.63% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | New | 5,190 | 275 | 0.0% | — | 20 | +5,190 | New | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,017 | 266 | 0.0% | — | 21 | +5,017 | New | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 4,400 | 233 | 0.09% | — | 22 | +4,400 | New | Q4 2025 | Feb 13, 2026 |
| Miller Financial Services LLC | History | New | 3,870 | 205 | 0.24% | — | 23 | +3,870 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,804 | 148 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | New | 2,089 | 110 | 0.0% | — | 25 | +2,089 | New | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 1,334 | 70 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clarity Asset Management, Inc. | History | New | 489 | 25 | 0.01% | — | 27 | +489 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 250 | 13 | 0.0% | — | 28 | +250 | New | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 51 | 2 | 0.0% | 0.0% | 29 | +1 | 2.0% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,058 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,580 | -100.0% | Q3 2025 | Nov 07, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 13, 2025 |