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 | 1,589,828 | 84,784 | 0.35% | 0.38% | 1 | +136,712 | 9.41% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,475,220 | 78,577 | 0.02% | 0.02% | 2 | +127,881 | 9.49% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | Added to | 563,243 | 30,001 | 0.0% | 0.0% | 3 | +139,220 | 32.83% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 388,734 | 20,705 | 0.0% | 0.0% | 4 | +305,966 | 369.67% | Q2 2026 | Aug 07, 2026 |
| FWG Holdings, LLC | History | Added to | 219,770 | 11,502 | 3.99% | 3.91% | 5 | +23,384 | 11.91% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 156,097 | 8,314 | 0.0% | 0.0% | 6 | -27,986 | -15.2% | Q2 2026 | Aug 14, 2026 |
| SK Wealth Management, LLC | History | Reduced | 122,772 | 6,457 | 1.45% | 2.46% | 7 | -45,531 | -27.05% | Q2 2026 | Aug 11, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 118,166 | 6,294 | 0.96% | 0.8% | 8 | +26,667 | 29.14% | Q2 2026 | Jul 21, 2026 |
| Legacy Private Trust Co. | History | Added to | 117,220 | 6,243 | 0.35% | 0.29% | 9 | +28,440 | 32.03% | Q2 2026 | Jul 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | Added to | 108,605 | 5,784 | 0.47% | 0.46% | 10 | +9,375 | 9.45% | Q2 2026 | Aug 05, 2026 |
| Coign Capital Advisors LLC | History | Added to | 95,445 | 5,084 | 2.29% | 2.58% | 11 | +2,154 | 2.31% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 88,118 | 4,694 | 0.01% | 0.0% | 12 | +54,961 | 165.76% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | Added to | 76,536 | 4,076 | 0.78% | 0.19% | 13 | +59,558 | 350.8% | Q2 2026 | Jul 08, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 64,318 | 3,425 | 0.56% | 0.65% | 14 | +4,052 | 6.72% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | New | 57,800 | 3,078 | 0.0% | — | 15 | +57,800 | New | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | New | 57,568 | 3,066 | 0.09% | — | 16 | +57,568 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,697 | 2,274 | 0.0% | 0.0% | 17 | +29,721 | 229.05% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 40,245 | 2,143 | 0.01% | 0.02% | 18 | +2,541 | 6.74% | Q2 2026 | Sep 08, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 35,637 | 1,898 | 0.36% | 0.13% | 19 | +28,075 | 371.26% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,032 | 1,812 | 0.0% | 0.0% | 20 | -14,726 | -30.2% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,324 | 1,082 | 0.01% | 0.0% | 21 | +10,404 | 104.88% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,990 | 745 | 0.0% | 0.0% | 22 | +8,251 | 143.77% | Q2 2026 | Aug 05, 2026 |
| FSA Advisors, Inc. | History | Reduced | 10,340 | 550 | 0.25% | 0.38% | 23 | -599 | -5.48% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,053 | 482 | 0.0% | — | 24 | +9,053 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,183 | 435 | 0.0% | — | 25 | +8,183 | New | Q2 2026 | Sep 02, 2026 |
| STIFEL FINANCIAL CORP | History | New | 8,000 | 426 | 0.0% | — | 26 | +8,000 | New | 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 | Added to | 6,860 | 365 | 0.29% | 0.3% | 28 | +1,620 | 30.92% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,360 | 285 | 0.01% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5,200 | 276 | 0.03% | — | 30 | +5,200 | New | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,776 | 254 | 0.0% | 0.0% | 31 | -3,715 | -43.75% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,652 | 247 | 0.0% | 0.0% | 32 | -1,826 | -28.19% | Q2 2026 | Aug 19, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,400 | 231 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,034 | 215 | 0.0% | 0.0% | 34 | +218 | 5.71% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 4,000 | 213 | 0.0% | — | 35 | +4,000 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3,804 | 202 | 0.01% | 0.02% | 36 | -1,800 | -32.12% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 3,631 | 193 | 0.0% | 0.0% | 37 | +1,077 | 42.17% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,383 | 126 | 0.0% | 0.0% | 38 | +107 | 4.7% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,234 | 118 | 0.0% | 0.0% | 39 | +900 | 67.47% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 1,951 | 103 | 0.0% | — | 40 | +1,951 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 271 | 14 | 0.0% | — | 41 | +271 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 250 | 13 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 52 | 2 | 0.0% | — | 43 | +52 | New | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,527 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,011 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,400 | -100.0% | Q2 2026 | Jul 17, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,626 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.01% | — | -845 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -491 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q2 2026 | Aug 12, 2026 |