Morgan Stanley ETF Trust - EVLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | History | Reduced | 15,008,187 | 742,491 | 33.97% | 30.83% | 1 | -4,037,483 | -21.2% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,454,638 | 319,326 | 0.02% | 0.02% | 2 | +917,582 | 16.57% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 584,830 | 28,939 | 0.01% | 0.01% | 3 | +32,509 | 5.89% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 500,450 | 24,758 | 0.1% | — | 4 | +500,450 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 423,561 | 20,954 | 0.0% | 0.0% | 5 | +44,712 | 11.8% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 390,292 | 19,308 | 0.01% | 0.0% | 6 | +102,724 | 35.72% | Q4 2025 | Feb 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 189,982 | 9,398 | 2.07% | 2.14% | 7 | +1,102 | 0.58% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 149,674 | 7,404 | 0.01% | 0.01% | 8 | +5,467 | 3.79% | Q4 2025 | Mar 09, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 126,014 | 6,234 | 1.18% | 1.21% | 9 | -3,724 | -2.87% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 89,505 | 4,428 | 0.09% | 0.09% | 10 | +1,446 | 1.64% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 69,652 | 3,445 | 0.0% | 0.0% | 11 | +11,004 | 18.76% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,617 | 3,048 | 0.0% | 0.0% | 12 | +9,589 | 18.43% | Q4 2025 | Feb 12, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 60,661 | 3,001 | 1.17% | 1.46% | 13 | -8,571 | -12.38% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,512 | 2,004 | 0.0% | 0.0% | 14 | -4,413 | -9.82% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 38,703 | 1,914 | 0.25% | 0.21% | 15 | +10,463 | 37.05% | Q4 2025 | Feb 10, 2026 |
| QTR Family Wealth, LLC | History | Added to | 38,711 | 1,897 | 0.84% | 0.21% | 16 | +29,857 | 337.21% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 32,891 | 1,627 | 0.1% | 0.01% | 17 | +28,823 | 708.53% | Q4 2025 | Feb 10, 2026 |
| Obermeyer Wealth Partners | History | Added to | 32,867 | 1,626 | 0.07% | 0.02% | 18 | +22,867 | 228.67% | Q4 2025 | Jan 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 31,811 | 1,573 | 0.07% | 0.07% | 19 | +2,435 | 8.29% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 23,796 | 1,177 | 0.03% | 0.09% | 20 | -38,854 | -62.02% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 22,549 | 1,115 | 0.12% | 0.31% | 21 | -23,768 | -51.32% | Q4 2025 | Feb 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 20,094 | 994 | 0.36% | 0.12% | 22 | +13,570 | 208.0% | Q4 2025 | Jan 27, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 19,937 | 986 | 0.39% | 0.68% | 23 | -14,368 | -41.88% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,746 | 927 | 0.0% | 0.0% | 24 | -2,269 | -10.8% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,348 | 759 | 0.0% | 0.0% | 25 | -140 | -0.9% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,800 | 732 | 0.01% | 0.01% | 26 | -500 | -3.27% | Q4 2025 | Jan 20, 2026 |
| Dynamic Financial Group | History | Reduced | 13,060 | 646 | 0.55% | 0.58% | 27 | -423 | -3.14% | Q4 2025 | Jan 26, 2026 |
| Next Level Private LLC | History | Reduced | 12,714 | 628 | 0.16% | 0.43% | 28 | -16,940 | -57.13% | Q4 2025 | Jan 07, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,692 | 578 | 0.0% | — | 29 | +11,692 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,446 | 566 | 0.02% | 0.02% | 30 | -29 | -0.25% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,989 | 494 | 0.0% | 0.0% | 31 | +3,611 | 56.62% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 9,931 | 491 | 0.0% | 0.0% | 32 | +355 | 3.71% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,693 | 380 | 0.0% | 0.0% | 33 | +122 | 1.61% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 7,000 | 346 | 0.0% | 0.0% | 34 | -800 | -10.26% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,860 | 339 | 0.02% | — | 35 | +6,860 | New | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Reduced | 6,761 | 334 | 0.0% | 0.0% | 37 | -1,241 | -15.51% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 6,755 | 334 | 0.0% | 0.0% | 36 | -139 | -2.02% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | New | 6,510 | 322 | 0.0% | — | 38 | +6,510 | New | Q4 2025 | Feb 02, 2026 |
| Bill Few Associates, Inc. | History | New | 5,956 | 294 | 0.07% | — | 39 | +5,956 | New | Q4 2025 | Jan 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 5,076 | 251 | 0.11% | — | 40 | +5,076 | New | Q4 2025 | Feb 13, 2026 |
| Blue Water Asset Management | History | New | 5,053 | 249 | 0.09% | — | 41 | +5,053 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,518 | 223 | 0.0% | — | 42 | +4,518 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 2,752 | 136 | 0.0% | 0.0% | 43 | +140 | 5.36% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 791 | 39 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 260 | 12 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 102 | 5 | 0.0% | — | 46 | +102 | New | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 100 | 4 | 0.0% | 0.0% | 47 | -301 | -75.06% | Q4 2025 | Feb 06, 2026 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 2.2% | — | -690,659 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -83,408 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -23,645 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -11,204 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,823 | -100.0% | Q3 2025 | Oct 24, 2025 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,089 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |