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 | No change | 15,008,187 | 723,094 | 26.81% | 33.97% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 6,350,549 | 305,969 | 0.02% | 0.02% | 2 | -104,089 | -1.61% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 604,744 | 29,137 | 0.01% | 0.01% | 3 | +19,914 | 3.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 550,340 | 26,515 | 0.11% | 0.1% | 4 | +49,890 | 9.97% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 401,126 | 19,326 | 0.01% | 0.01% | 5 | +10,834 | 2.78% | Q1 2026 | May 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 207,588 | 10,001 | 0.87% | — | 6 | +207,588 | New | Q1 2026 | May 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 179,581 | 8,652 | 1.9% | 2.07% | 7 | -10,401 | -5.47% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 147,174 | 7,090 | 0.01% | 0.01% | 8 | -2,500 | -1.67% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 118,867 | 5,727 | 0.26% | 0.07% | 9 | +86,000 | 261.66% | Q1 2026 | Apr 20, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 114,237 | 5,503 | 0.99% | 1.18% | 10 | -11,777 | -9.35% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 102,540 | 4,940 | 0.0% | 0.0% | 11 | -321,021 | -75.79% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 100,578 | 4,845 | 0.1% | 0.09% | 12 | +11,073 | 12.37% | Q1 2026 | Apr 17, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 48,451 | 2,334 | 0.29% | 0.25% | 13 | +9,748 | 25.19% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 42,075 | 2,027 | 0.07% | — | 14 | +42,075 | New | Q1 2026 | May 19, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 38,693 | 1,874 | 0.78% | 0.84% | 15 | -18 | -0.05% | Q1 2026 | Apr 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 34,394 | 1,657 | 0.07% | 0.07% | 16 | +2,583 | 8.12% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 25,669 | 1,241 | 0.07% | 0.1% | 17 | -7,222 | -21.96% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,666 | 1,188 | 0.0% | 0.0% | 18 | +12,974 | 110.96% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,442 | 1,177 | 0.0% | 0.0% | 19 | -16,070 | -39.67% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 23,881 | 1,150 | 0.01% | 0.01% | 20 | +9,081 | 61.36% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,233 | 1,071 | 0.0% | 0.0% | 21 | +3,487 | 18.6% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,955 | 867 | 0.0% | 0.0% | 22 | +2,607 | 16.99% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | New | 16,848 | 816 | 0.0% | — | 23 | +16,848 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 16,808 | 809 | 0.0% | 0.0% | 24 | +6,819 | 68.27% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,978 | 769 | 0.0% | 0.0% | 25 | -53,674 | -77.06% | Q1 2026 | May 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 14,955 | 720 | 0.25% | 0.36% | 26 | -5,139 | -25.57% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | New | 14,039 | 676 | 0.0% | — | 27 | +14,039 | New | Q1 2026 | Apr 30, 2026 |
| Dynamic Financial Group | History | Added to | 13,156 | 633 | 0.52% | 0.55% | 28 | +96 | 0.74% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,185 | 538 | 0.02% | 0.02% | 29 | -261 | -2.28% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,900 | 476 | 0.0% | 0.0% | 30 | -31 | -0.31% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,720 | 468 | 0.0% | 0.0% | 31 | +3,210 | 49.31% | Q1 2026 | May 12, 2026 |
| LeClair Wealth Partners LLC | History | New | 9,698 | 467 | 0.16% | — | 33 | +9,698 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 9,698 | 467 | 0.16% | 0.09% | 32 | +4,645 | 91.93% | Q1 2026 | May 05, 2026 |
| Next Level Private LLC | History | Reduced | 8,973 | 432 | 0.1% | 0.16% | 34 | -3,741 | -29.42% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | New | 7,722 | 372 | 0.0% | — | 35 | +7,722 | New | Q1 2026 | May 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 6,838 | 329 | 0.08% | 0.07% | 36 | +882 | 14.81% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 6,653 | 320 | 0.0% | 0.0% | 37 | -102 | -1.51% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,351 | 257 | 0.01% | 0.02% | 38 | -1,509 | -22.0% | Q1 2026 | Apr 09, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 5,316 | 256 | 0.12% | 0.11% | 39 | +240 | 4.73% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,484 | 216 | 0.01% | 0.03% | 40 | -19,312 | -81.16% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 4,189 | 201 | 0.0% | 0.0% | 41 | -2,572 | -38.04% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 2,752 | 136 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,791 | 134 | 0.0% | — | 43 | +2,791 | New | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 791 | 38 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 260 | 12 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 245 | 11 | 0.0% | — | 46 | +245 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | New | 34 | 1 | 0.0% | — | 48 | +34 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,617 | -100.0% | Q1 2026 | May 12, 2026 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -60,661 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -22,549 | -100.0% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -19,937 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,693 | -100.0% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,518 | -100.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |