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 | 727,973 | 32.27% | 32.27% | 1 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 7,416,476 | 359,736 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 605,610 | 29,375 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 404,212 | 19,606 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 211,283 | 10,248 | 0.84% | 0.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 173,999 | 8,439 | 1.67% | 1.67% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 147,526 | 7,155 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CENTRAL TRUST Co | History | No change | 115,872 | 5,620 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Founders Financial Alliance, LLC | History | No change | 110,537 | 5,361 | 0.71% | 0.71% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Obermeyer Wealth Partners | History | No change | 103,567 | 5,023 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Advisors, LLC | History | No change | 98,238 | 4,765 | 0.73% | 0.73% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 95,726 | 4,643 | 1.6% | 1.6% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 62,843 | 3,048 | 0.3% | 0.3% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 47,233 | 2,291 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 44,646 | 2,165 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 35,134 | 1,704 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,221 | 1,659 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | No change | 32,014 | 1,552 | 0.54% | 0.54% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 30,130 | 1,461 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 25,950 | 1,258 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 24,853 | 1,205 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,981 | 1,163 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 21,013 | 1,019 | 0.29% | 0.29% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20,251 | 982 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 18,074 | 881 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,422 | 845 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 16,728 | 814 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 15,162 | 735 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,982 | 726 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Financial Group | History | No change | 13,524 | 655 | 0.49% | 0.49% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,874 | 575 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,393 | 553 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,041 | 535 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Water Asset Management | History | No change | 9,860 | 478 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Next Level Private LLC | History | No change | 9,123 | 442 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,845 | 380 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,974 | 338 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bill Few Associates, Inc. | History | No change | 6,732 | 326 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,653 | 322 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 5,244 | 254 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 4,891 | 237 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 4,478 | 217 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | No change | 4,381 | 212 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | No change | 4,259 | 206 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,804 | 136 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | New | 1,498 | 73 | 0.0% | — | 46 | +1,498 | New | Q3 2026 | Oct 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 791 | 38 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 735 | 35 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 285 | 13 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 224 | 10 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 4 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |