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 | 7,931,726 | 404,042 | 0.02% | 0.02% | 1 | +2,058,594 | 35.05% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,452,179 | 74,042 | 0.02% | 0.01% | 2 | +717,502 | 97.66% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,010,648 | 51,482 | 0.01% | 0.01% | 3 | +264,643 | 35.47% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 481,906 | 24,548 | 0.01% | 0.0% | 4 | +309,760 | 179.94% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 362,147 | 18,447 | 0.11% | 0.06% | 5 | +168,806 | 87.31% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 359,302 | 18,302 | 0.0% | 0.0% | 6 | +262,448 | 270.97% | Q1 2026 | May 04, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 339,034 | 17,270 | 1.91% | 1.95% | 7 | +2,044 | 0.61% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 337,629 | 17,198 | 0.03% | — | 8 | +337,629 | New | Q1 2026 | May 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 331,240 | 16,873 | 5.06% | 5.1% | 9 | +9,060 | 2.81% | Q1 2026 | Apr 29, 2026 |
| LeClair Wealth Partners LLC | History | New | 329,166 | 16,767 | 5.79% | — | 11 | +329,166 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 329,166 | 16,767 | 5.79% | 0.41% | 10 | +307,244 | 1401.53% | Q1 2026 | May 05, 2026 |
| Prism Advisors, Inc. | History | New | 298,979 | 15,229 | 4.07% | — | 12 | +298,979 | New | Q1 2026 | Apr 23, 2026 |
| Platform Technology Partners | History | Added to | 260,234 | 13,256 | 2.56% | 2.73% | 13 | +10,833 | 4.34% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | Added to | 218,876 | 11,149 | 1.06% | 0.95% | 14 | +22,720 | 11.58% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 202,908 | 10,336 | 0.03% | 0.02% | 15 | +7,623 | 3.9% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 186,370 | 9,493 | 0.01% | 0.01% | 16 | -42,529 | -18.58% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 159,020 | 8,100 | 0.19% | 0.19% | 17 | +4,244 | 2.74% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 147,445 | 7,510 | 0.15% | 0.13% | 18 | +18,858 | 14.67% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 139,414 | 7,101 | 0.43% | — | 19 | +139,414 | New | Q1 2026 | Apr 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 133,525 | 6,801 | 1.13% | — | 20 | +133,525 | New | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 129,920 | 6,619 | 0.0% | 0.0% | 21 | +114 | 0.09% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 129,586 | 6,601 | 0.26% | 0.3% | 22 | +77,583 | 149.19% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 129,435 | 6,593 | 2.32% | 2.17% | 23 | +13,265 | 11.42% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,982 | 6,468 | 0.01% | 0.0% | 24 | +85,211 | 204.0% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 123,004 | 6,265 | 0.03% | 0.03% | 25 | +1,058 | 0.87% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 107,294 | 5,465 | 0.04% | 0.05% | 26 | -2,580 | -2.35% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | Reduced | 98,632 | 5,024 | 0.98% | 1.6% | 27 | -64,743 | -39.63% | Q1 2026 | Apr 21, 2026 |
| FWG Holdings, LLC | History | New | 83,755 | 4,268 | 1.61% | — | 28 | +83,755 | New | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 82,545 | 4,204 | 0.03% | 0.03% | 29 | +10,847 | 15.13% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Reduced | 65,953 | 3,359 | 0.01% | 0.01% | 30 | -6,625 | -9.13% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 62,427 | 3,180 | 0.01% | 0.01% | 31 | +13,382 | 27.29% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 62,307 | 3,173 | 0.02% | 0.02% | 32 | +2,528 | 4.23% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 58,412 | 2,975 | 0.0% | 0.0% | 33 | +20,783 | 55.23% | Q1 2026 | May 15, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 54,897 | 2,796 | 0.29% | 0.25% | 34 | +17,050 | 45.05% | Q1 2026 | May 14, 2026 |
| PCM Encore, LLC | History | Reduced | 50,665 | 2,580 | 0.53% | 0.61% | 35 | -5,237 | -9.37% | Q1 2026 | May 12, 2026 |
| WNY Asset Management, LLC | History | New | 44,930 | 2,288 | 0.24% | — | 36 | +44,930 | New | Q1 2026 | May 22, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 44,759 | 2,280 | 0.5% | 0.63% | 37 | -11,136 | -19.92% | Q1 2026 | May 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 43,548 | 2,218 | 0.37% | 0.53% | 38 | -14,138 | -24.51% | Q1 2026 | Apr 30, 2026 |
| SAM Advisors, LLC | History | New | 39,714 | 2,023 | 0.63% | — | 39 | +39,714 | New | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 38,822 | 1,977 | 0.45% | 0.26% | 40 | +19,443 | 100.33% | Q1 2026 | Apr 14, 2026 |
| Sovran Advisors, LLC | History | New | 37,069 | 1,889 | 0.15% | — | 41 | +37,069 | New | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 36,839 | 1,876 | 0.06% | 0.04% | 42 | +10,837 | 41.68% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 26,302 | 1,339 | 0.0% | 0.0% | 43 | +4,393 | 20.05% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 22,907 | 1,166 | 0.0% | — | 44 | +22,907 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 18,478 | 950 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,740 | 751 | 0.02% | — | 46 | +14,740 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,690 | 748 | 0.0% | 0.0% | 47 | -76,285 | -83.85% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 14,671 | 747 | 0.21% | 0.21% | 48 | -1,068 | -6.79% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,102 | 616 | 0.02% | 0.04% | 49 | -11,392 | -48.49% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 11,576 | 589 | 0.01% | 0.01% | 50 | +3,125 | 36.98% | Q1 2026 | Apr 28, 2026 |
| First American Bank | History | New | 11,208 | 570 | 0.04% | — | 51 | +11,208 | New | Q1 2026 | Apr 20, 2026 |
| StoneX Group Inc. | History | New | 10,849 | 554 | 0.03% | — | 52 | +10,849 | New | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 9,810 | 499 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 9,668 | 492 | 0.21% | 0.21% | 54 | +49 | 0.51% | Q1 2026 | Apr 30, 2026 |
| First Heartland Consultants, Inc. | History | New | 8,960 | 456 | 0.03% | — | 55 | +8,960 | New | Q1 2026 | Apr 08, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 8,732 | 444 | 0.36% | 0.36% | 56 | +58 | 0.67% | Q1 2026 | Apr 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 8,086 | 411 | 0.14% | 0.13% | 57 | +1,002 | 14.14% | Q1 2026 | Apr 08, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 7,401 | 376 | 0.32% | 0.21% | 58 | +2,643 | 55.55% | Q1 2026 | Apr 17, 2026 |
| PFG Advisors | History | Added to | 6,600 | 336 | 0.02% | 0.02% | 59 | +141 | 2.18% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,386 | 325 | 0.0% | 0.0% | 60 | +275 | 4.5% | Q1 2026 | Apr 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,673 | 288 | 0.07% | — | 61 | +5,673 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 5,620 | 287 | 0.01% | 0.01% | 62 | -520 | -8.47% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 5,522 | 281 | 0.01% | 0.01% | 63 | +749 | 15.69% | Q1 2026 | Apr 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 5,306 | 271 | 0.05% | 0.04% | 64 | +1,256 | 31.01% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 5,245 | 268 | 0.01% | 0.0% | 65 | +4,060 | 342.62% | Q1 2026 | May 14, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 4,784 | 243 | 0.06% | 0.13% | 66 | -4,855 | -50.37% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | No change | 4,364 | 222 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,466 | 178 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 3,141 | 160 | 0.0% | 0.0% | 69 | +123 | 4.08% | Q1 2026 | Apr 13, 2026 |
| Clarity Asset Management, Inc. | History | New | 2,806 | 142 | 0.07% | — | 70 | +2,806 | New | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,158 | 109 | 0.0% | 0.0% | 71 | +15 | 0.7% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,578 | 80 | 0.0% | — | 72 | +1,578 | New | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | New | 1,142 | 58 | 0.03% | — | 74 | +1,142 | New | Q1 2026 | May 05, 2026 |
| Clayton Financial Group LLC | History | No change | 1,148 | 58 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 1,100 | 56 | 0.0% | — | 75 | +1,100 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 700 | 35 | 0.0% | — | 76 | +700 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 521 | 26 | 0.0% | 0.0% | 77 | -87 | -14.31% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | New | 500 | 25 | 0.0% | — | 78 | +500 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -90,267 | -100.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,159 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,299 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,164 | -100.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,493 | -100.0% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q1 2026 | May 11, 2026 |