Morgan Stanley ETF Trust - EVSM
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 | No change | 3,549,162 | 178,559 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 898,046 | 45,163 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 735,098 | 36,983 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 313,014 | 15,747 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 279,990 | 14,086 | 2.17% | 2.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 267,880 | 13,487 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 208,495 | 10,491 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sunflower Bank, N.A. | History | No change | 196,868 | 9,904 | 2.37% | 2.37% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tilson Financial Group, Inc. | History | No change | 180,493 | 9,080 | 2.5% | 2.5% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Portfolios, Inc. | History | No change | 150,334 | 7,563 | 0.55% | 0.55% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 124,112 | 6,244 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 105,711 | 5,318 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 97,400 | 4,900 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 86,721 | 4,362 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 70,973 | 3,570 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 68,417 | 3,442 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 67,820 | 3,420 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 54,116 | 2,722 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 53,927 | 2,713 | 0.26% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 53,492 | 2,691 | 0.85% | 0.85% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 50,358 | 2,533 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 47,335 | 2,381 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Investment Management, LLC | History | No change | 45,800 | 2,304 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 45,634 | 2,295 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 45,336 | 2,281 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,605 | 2,193 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Arax Advisory Partners | History | No change | 41,226 | 2,074 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Allocation Strategies LLC | History | No change | 40,614 | 2,043 | 0.31% | 0.31% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nemes Rush Group LLC | History | No change | 39,137 | 1,968 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 38,953 | 1,959 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 37,663 | 1,894 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 37,663 | 1,894 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 36,678 | 1,845 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 36,200 | 1,821 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cetera Investment Advisers | History | No change | 33,053 | 1,662 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 32,044 | 1,612 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Essex Financial Services, Inc. | History | No change | 31,967 | 1,608 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 30,244 | 1,521 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,671 | 1,392 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 24,010 | 1,207 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PCM Encore, LLC | History | No change | 22,622 | 1,138 | 0.2% | 0.2% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 21,598 | 1,086 | 0.52% | 0.52% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | No change | 21,477 | 1,080 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,962 | 1,054 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 21,213 | 1,042 | 0.2% | — | 45 | +21,213 | New | Q3 2026 | Oct 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 20,644 | 1,038 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MBA Advisors LLC | History | No change | 20,186 | 1,015 | 0.34% | 0.34% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 18,223 | 916 | 0.78% | 0.78% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,272 | 868 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 17,091 | 859 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA Advisors, Inc. | History | No change | 16,097 | 809 | 0.37% | 0.37% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | No change | 15,977 | 803 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 15,617 | 785 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,250 | 767 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 15,212 | 765 | 0.61% | 0.61% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oasis Advisors, LLC | History | No change | 15,127 | 761 | 0.49% | 0.49% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 14,242 | 716 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 14,005 | 704 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 13,500 | 679 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 13,054 | 656 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,980 | 653 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 12,852 | 646 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 12,784 | 639 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Providence Financial Advisors, LLC | History | No change | 12,124 | 609 | 0.35% | 0.35% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,242 | 565 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 11,025 | 554 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 10,305 | 518 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 9,710 | 488 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,341 | 471 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 8,898 | 447 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 8,645 | 434 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,451 | 425 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 7,751 | 389 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookwood Investment Group LLC | History | No change | 7,211 | 362 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 7,100 | 357 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,997 | 352 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,825 | 343 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,609 | 333 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 6,627 | 333 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | No change | 6,348 | 319 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 6,235 | 313 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 5,638 | 283 | 0.1% | 0.1% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 5,535 | 278 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coign Capital Advisors LLC | History | No change | 5,319 | 267 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nvest Financial, LLC | History | No change | 5,070 | 255 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 4,925 | 247 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,845 | 243 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | No change | 4,815 | 242 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 4,588 | 230 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 4,393 | 221 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PEOPLES BANK /OH | History | No change | 4,313 | 216 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,180 | 210 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 3,977 | 200 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,900 | 196 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,734 | 187 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 3,411 | 171 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,569 | 129 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 2,282 | 114 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,499 | 75 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,499 | 75 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,504 | 75 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 772 | 38 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 634 | 31 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 599 | 30 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 569 | 28 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 526 | 26 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |