Morgan Stanley ETF Trust - EVSD
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 | 8,881,070 | 451,646 | 0.02% | 0.02% | 1 | +949,344 | 11.97% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,684,715 | 85,625 | 0.02% | 0.02% | 2 | +232,536 | 16.01% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,458,364 | 74,165 | 0.02% | 0.01% | 3 | +447,716 | 44.3% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 575,254 | 29,254 | 0.01% | 0.01% | 4 | +93,348 | 19.37% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 542,407 | 27,584 | 2.62% | 1.91% | 5 | +203,373 | 59.99% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 538,671 | 27,394 | 0.04% | 0.03% | 6 | +201,042 | 59.55% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 397,741 | 20,227 | 0.11% | 0.11% | 7 | +35,594 | 9.83% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 389,668 | 19,816 | 0.0% | 0.0% | 8 | +30,366 | 8.45% | Q2 2026 | Sep 23, 2026 |
| Blue Water Asset Management | History | Added to | 348,359 | 17,715 | 5.72% | 5.79% | 9 | +19,193 | 5.83% | Q2 2026 | Aug 03, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 338,935 | 17,236 | 4.74% | 5.06% | 10 | +7,695 | 2.32% | Q2 2026 | Jul 27, 2026 |
| Prism Advisors, Inc. | History | Added to | 311,981 | 15,865 | 3.85% | 4.07% | 11 | +13,002 | 4.35% | Q2 2026 | Jul 24, 2026 |
| Platform Technology Partners | History | Added to | 289,968 | 14,746 | 2.41% | 2.56% | 12 | +29,734 | 11.43% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 244,937 | 12,456 | 0.01% | 0.01% | 13 | +58,567 | 31.43% | Q2 2026 | Aug 05, 2026 |
| Nemes Rush Group LLC | History | Added to | 226,338 | 11,510 | 0.95% | 1.06% | 14 | +7,462 | 3.41% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 157,002 | 7,984 | 0.17% | 0.19% | 15 | -2,018 | -1.27% | Q2 2026 | Aug 14, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 147,544 | 7,503 | 1.15% | 1.13% | 16 | +14,019 | 10.5% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 139,413 | 7,089 | 0.12% | 0.15% | 17 | -8,032 | -5.45% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Added to | 137,764 | 7,006 | 0.03% | 0.03% | 18 | +14,760 | 12.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 136,217 | 6,927 | 0.0% | 0.0% | 19 | +6,297 | 4.85% | Q2 2026 | Aug 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 130,753 | 6,649 | 2.1% | 2.32% | 20 | +1,318 | 1.02% | Q2 2026 | Aug 06, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 121,407 | 6,174 | 0.92% | 0.37% | 21 | +77,859 | 178.79% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 114,821 | 5,839 | 0.01% | 0.01% | 22 | -12,161 | -9.58% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 103,919 | 5,284 | 0.03% | 0.04% | 23 | -3,375 | -3.15% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 85,729 | 4,359 | 0.03% | 0.03% | 24 | +3,184 | 3.86% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 85,318 | 4,339 | 0.01% | 0.0% | 25 | +26,906 | 46.06% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 82,608 | 4,201 | 0.25% | 0.26% | 26 | -46,978 | -36.25% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 77,410 | 3,937 | 0.01% | 0.03% | 27 | -125,498 | -61.85% | Q2 2026 | Aug 05, 2026 |
| Systelligence, LLC | History | Reduced | 75,417 | 3,835 | 0.64% | 0.98% | 28 | -23,215 | -23.54% | Q2 2026 | Jul 14, 2026 |
| Dakota Wealth Management | History | New | 74,239 | 3,775 | 0.07% | — | 29 | +74,239 | New | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 71,189 | 3,620 | 0.0% | — | 30 | +71,189 | New | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | Added to | 69,240 | 3,521 | 0.62% | 0.53% | 31 | +18,575 | 36.66% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | Added to | 68,425 | 3,479 | 0.0% | 0.0% | 32 | +42,123 | 160.15% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 68,373 | 3,477 | 0.01% | 0.01% | 33 | +5,946 | 9.52% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Reduced | 65,723 | 3,342 | 0.01% | 0.01% | 34 | -230 | -0.35% | Q2 2026 | Jul 30, 2026 |
| FWG Holdings, LLC | History | Reduced | 64,539 | 3,273 | 1.14% | 1.61% | 35 | -19,216 | -22.94% | Q2 2026 | Aug 13, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 60,012 | 3,051 | 0.31% | 0.29% | 36 | +5,115 | 9.32% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 53,018 | 2,696 | 0.08% | 0.06% | 37 | +16,179 | 43.92% | Q2 2026 | Jul 07, 2026 |
| SAM Advisors, LLC | History | Added to | 46,319 | 2,355 | 0.64% | 0.63% | 38 | +6,605 | 16.63% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 38,822 | 1,974 | 0.43% | 0.45% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 27,114 | 1,378 | 0.01% | — | 40 | +27,114 | New | Q2 2026 | Aug 11, 2026 |
| WNY Asset Management, LLC | History | Reduced | 25,057 | 1,274 | 0.11% | 0.24% | 41 | -19,873 | -44.23% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 22,242 | 1,131 | 0.0% | 0.0% | 42 | -665 | -2.9% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 20,316 | 1,033 | 0.0% | 0.02% | 43 | -41,991 | -67.39% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,624 | 845 | 0.02% | 0.02% | 44 | +4,522 | 37.37% | Q2 2026 | Aug 03, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 14,671 | 747 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 13,359 | 679 | 0.17% | 0.21% | 46 | -1,312 | -8.94% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,360 | 628 | 0.0% | 0.0% | 47 | -2,330 | -15.86% | Q2 2026 | Aug 14, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 11,226 | 570 | 0.27% | — | 48 | +11,226 | New | Q2 2026 | Sep 02, 2026 |
| First American Bank | History | Reduced | 11,060 | 562 | 0.03% | 0.04% | 49 | -148 | -1.32% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,611 | 539 | 0.01% | 0.01% | 50 | -965 | -8.34% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,247 | 521 | 0.01% | — | 51 | +10,247 | New | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 9,810 | 498 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 8,952 | 455 | 0.18% | 0.21% | 53 | -716 | -7.41% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 8,862 | 450 | 0.03% | 0.03% | 54 | -98 | -1.09% | Q2 2026 | Jul 08, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 8,821 | 448 | 0.31% | 0.36% | 55 | +89 | 1.02% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,536 | 434 | 0.0% | 0.0% | 56 | +8,141 | 2061.01% | Q2 2026 | Aug 12, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 8,216 | 417 | 0.13% | 0.14% | 57 | +130 | 1.61% | Q2 2026 | Aug 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 7,992 | 405 | 0.03% | 0.15% | 58 | -29,077 | -78.44% | Q2 2026 | Jul 29, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 7,657 | 390 | 0.07% | 0.05% | 59 | +2,351 | 44.31% | Q2 2026 | Jul 31, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 7,618 | 387 | 0.01% | — | 60 | +7,618 | New | Q2 2026 | Jul 27, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 7,425 | 377 | 0.25% | 0.32% | 61 | +24 | 0.32% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,380 | 375 | 0.0% | 0.0% | 62 | +994 | 15.57% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | Reduced | 6,497 | 330 | 0.02% | 0.02% | 63 | -103 | -1.56% | Q2 2026 | Jul 16, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 6,310 | 320 | 0.1% | 0.07% | 64 | +637 | 11.23% | Q2 2026 | Jul 27, 2026 |
| BOS Asset Management, LLC | History | New | 6,038 | 307 | 0.07% | — | 65 | +6,038 | New | Q2 2026 | Jul 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,956 | 302 | 0.01% | — | 66 | +5,956 | New | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | Reduced | 5,819 | 296 | 0.01% | 0.03% | 67 | -5,030 | -46.36% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Added to | 5,410 | 275 | 0.01% | 0.01% | 68 | +165 | 3.15% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 5,394 | 273 | 0.01% | 0.01% | 69 | -226 | -4.02% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 5,260 | 267 | 0.0% | — | 70 | +5,260 | New | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | New | 4,842 | 246 | 0.0% | — | 71 | +4,842 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,639 | 235 | 0.0% | 0.0% | 72 | +3,539 | 321.73% | Q2 2026 | Aug 12, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 4,378 | 222 | 0.04% | 0.06% | 73 | -406 | -8.49% | Q2 2026 | Aug 11, 2026 |
| Note Advisors, LLC | History | No change | 4,364 | 221 | 0.1% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 4,232 | 215 | 0.06% | — | 75 | +4,232 | New | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,791 | 192 | 0.0% | 0.0% | 76 | +2,213 | 140.24% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 3,646 | 185 | 0.0% | 0.0% | 77 | +505 | 16.08% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 2,963 | 150 | 0.0% | — | 78 | +2,963 | New | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,456 | 124 | 0.0% | — | 79 | +2,456 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,182 | 110 | 0.0% | 0.0% | 80 | +24 | 1.11% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 700 | 35 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 631 | 32 | 0.0% | — | 82 | +631 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 591 | 30 | 0.0% | — | 83 | +591 | New | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 521 | 26 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 167 | 8 | 0.0% | — | 85 | +167 | New | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | New | 153 | 7 | 0.0% | — | 86 | +153 | New | Q2 2026 | Jul 20, 2026 |
| Basepoint Wealth LLC | History | New | 56 | 2 | 0.0% | — | 87 | +56 | New | Q2 2026 | Aug 10, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 5.79% | — | -329,166 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.43% | — | -139,414 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -44,759 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,740 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,522 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,806 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,148 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,142 | -100.0% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 03, 2026 |