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 | 5,873,132 | 302,135 | 0.02% | 0.02% | 1 | +648,459 | 12.41% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 746,005 | 38,377 | 0.01% | 0.01% | 2 | +223,253 | 42.71% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 734,677 | 37,793 | 0.01% | 0.0% | 3 | +428,541 | 139.98% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 336,990 | 17,336 | 1.95% | 1.95% | 4 | +19,708 | 6.21% | Q4 2025 | Feb 17, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 322,180 | 16,574 | 5.1% | 4.86% | 5 | +34,349 | 11.93% | Q4 2025 | Feb 05, 2026 |
| Platform Technology Partners | History | Added to | 249,401 | 12,830 | 2.73% | 2.42% | 6 | +53,273 | 27.16% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 228,899 | 11,775 | 0.01% | 0.01% | 7 | +33,518 | 17.16% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 196,156 | 10,090 | 0.95% | 0.96% | 8 | +6,833 | 3.61% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 195,285 | 10,046 | 0.02% | 0.0% | 9 | +175,631 | 893.61% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 193,341 | 9,946 | 0.06% | 0.03% | 10 | +94,956 | 96.51% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 172,146 | 8,855 | 0.0% | 0.0% | 11 | +75,254 | 77.67% | Q4 2025 | Feb 18, 2026 |
| Systelligence, LLC | History | Added to | 163,375 | 8,404 | 1.6% | 1.19% | 12 | +41,013 | 33.52% | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 154,776 | 7,962 | 0.19% | 0.19% | 13 | +11,232 | 7.82% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 129,806 | 6,678 | 0.0% | — | 14 | +129,806 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 128,587 | 6,614 | 0.13% | — | 15 | +128,587 | New | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 121,946 | 6,273 | 0.03% | 0.02% | 16 | +34,930 | 40.14% | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 116,170 | 5,976 | 2.17% | 2.41% | 17 | -6,489 | -5.29% | Q4 2025 | Jan 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 109,874 | 5,652 | 0.05% | 0.06% | 18 | -11,267 | -9.3% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 96,854 | 4,982 | 0.0% | 0.0% | 19 | +32,242 | 49.9% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 90,975 | 4,680 | 0.0% | 0.0% | 20 | +68,640 | 307.32% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 90,267 | 4,643 | 0.01% | 0.01% | 21 | +35,114 | 63.67% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 72,578 | 3,733 | 0.01% | 0.01% | 22 | -23,391 | -24.37% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 71,698 | 3,688 | 0.03% | 0.03% | 23 | +2,077 | 2.98% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | New | 59,779 | 3,075 | 0.02% | — | 24 | +59,779 | New | Q4 2025 | Jan 29, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 57,686 | 2,967 | 0.53% | 0.6% | 25 | -2,080 | -3.48% | Q4 2025 | Feb 06, 2026 |
| PCM Encore, LLC | History | New | 55,902 | 2,875 | 0.61% | — | 27 | +55,902 | New | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 55,895 | 2,875 | 0.63% | 0.27% | 26 | +33,145 | 145.69% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 52,003 | 2,675 | 0.3% | — | 28 | +52,003 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 49,045 | 2,523 | 0.01% | 0.01% | 29 | +7,202 | 17.21% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,771 | 2,148 | 0.0% | 0.0% | 30 | +22,036 | 111.66% | Q4 2025 | Feb 12, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 37,847 | 1,946 | 0.25% | — | 31 | +37,847 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,629 | 1,935 | 0.0% | 0.0% | 32 | +3,522 | 10.33% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 26,002 | 1,337 | 0.04% | 0.02% | 33 | +10,527 | 68.03% | Q4 2025 | Jan 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 23,494 | 1,208 | 0.04% | 0.01% | 34 | +18,580 | 378.1% | Q4 2025 | Jan 20, 2026 |
| Blue Water Asset Management | History | New | 21,922 | 1,127 | 0.41% | — | 36 | +21,922 | New | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 21,909 | 1,127 | 0.0% | 0.0% | 35 | +2,528 | 13.04% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 19,379 | 996 | 0.26% | 0.28% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 18,478 | 950 | 0.0% | 0.01% | 38 | -13,173 | -41.62% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,159 | 934 | 0.0% | 0.0% | 39 | -37,276 | -67.24% | Q4 2025 | Feb 17, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 15,739 | 809 | 0.21% | 0.27% | 40 | -4,952 | -23.93% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,299 | 530 | 0.0% | — | 41 | +10,299 | New | Q4 2025 | Jan 08, 2026 |
| Center for Financial Planning, Inc. | History | No change | 9,810 | 504 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 9,639 | 495 | 0.13% | 0.06% | 43 | +5,114 | 113.02% | Q4 2025 | Feb 17, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 9,619 | 494 | 0.21% | 0.2% | 44 | +555 | 6.12% | Q4 2025 | Jan 15, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 8,674 | 446 | 0.36% | 0.38% | 45 | -157 | -1.78% | Q4 2025 | Jan 26, 2026 |
| STEPHENS INC /AR/ | History | New | 8,451 | 434 | 0.01% | — | 46 | +8,451 | New | Q4 2025 | Feb 05, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 7,084 | 364 | 0.13% | 0.14% | 47 | -1,188 | -14.36% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | New | 6,459 | 332 | 0.02% | — | 48 | +6,459 | New | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 6,164 | 317 | 0.0% | — | 49 | +6,164 | New | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,140 | 316 | 0.01% | 0.01% | 50 | -4,769 | -43.72% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 6,111 | 314 | 0.0% | 0.0% | 51 | +1,064 | 21.08% | Q4 2025 | Jan 12, 2026 |
| PFG Investments, LLC | History | Reduced | 4,773 | 245 | 0.01% | 0.01% | 52 | -440 | -8.44% | Q4 2025 | Jan 26, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 4,758 | 244 | 0.21% | — | 53 | +4,758 | New | Q4 2025 | Feb 04, 2026 |
| Note Advisors, LLC | History | New | 4,364 | 224 | 0.11% | — | 54 | +4,364 | New | Q4 2025 | Feb 18, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | New | 4,050 | 208 | 0.04% | — | 55 | +4,050 | New | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,466 | 178 | 0.0% | 0.0% | 56 | +24 | 0.7% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | New | 3,018 | 155 | 0.0% | — | 57 | +3,018 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,143 | 110 | 0.0% | 0.0% | 58 | -359 | -14.35% | Q4 2025 | Jan 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,493 | 76 | 0.05% | — | 59 | +1,493 | New | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | No change | 1,185 | 61 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clayton Financial Group LLC | History | New | 1,148 | 59 | 0.03% | — | 61 | +1,148 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 608 | 31 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 395 | 20 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 212 | 10 | 0.0% | — | 64 | +212 | New | Q4 2025 | Feb 13, 2026 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 3.07% | — | -931,595 | -100.0% | Q3 2025 | Nov 13, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -23,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,356 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Nov 14, 2025 |