Morgan Stanley ETF Trust - EVSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,204,667 | 112,173 | 0.01% | 0.01% | 1 | +419,149 | 23.47% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,712,662 | 87,225 | 0.12% | 0.13% | 2 | +7,022 | 0.41% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 110,120 | 5,603 | 0.01% | 0.01% | 3 | -235 | -0.21% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 104,772 | 5,330 | 0.0% | 0.0% | 4 | +6,059 | 6.14% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 46,565 | 2,369 | 0.0% | 0.0% | 5 | +7,771 | 20.03% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 35,754 | 1,819 | 0.0% | 0.0% | 6 | +20,662 | 136.91% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 26,779 | 1,363 | 0.04% | — | 7 | +26,779 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,984 | 1,220 | 0.0% | 0.0% | 8 | -23,512 | -49.5% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,809 | 753 | 0.0% | — | 9 | +14,809 | New | Q4 2025 | Feb 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,121 | 720 | 0.19% | 0.1% | 10 | +6,630 | 88.51% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 9,634 | 490 | 0.01% | 0.02% | 11 | -11,271 | -53.92% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | New | 9,200 | 468 | 0.0% | — | 12 | +9,200 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 7,150 | 363 | 0.01% | — | 13 | +7,150 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | New | 3,558 | 181 | 0.0% | — | 14 | +3,558 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,695 | 86 | 0.0% | 0.0% | 15 | +1,195 | 239.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 1,191 | 60 | 0.0% | 0.0% | 16 | +74 | 6.62% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 984 | 50 | 0.0% | — | 17 | +984 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 464 | 23 | 0.0% | 0.0% | 18 | +355 | 325.69% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 370 | 18 | 0.0% | 0.0% | 19 | +1 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Advisors LLC | History | New | 193 | 9 | 0.0% | — | 20 | +193 | New | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 100 | 5 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,912 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |