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 | Added to | 3,009,023 | 151,564 | 0.01% | 0.01% | 1 | +105,174 | 3.62% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 576,551 | 29,040 | 0.01% | 0.0% | 2 | +147,515 | 34.38% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 274,489 | 13,826 | 0.0% | 0.0% | 3 | +27,742 | 11.24% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 253,394 | 12,763 | 0.0% | 0.0% | 4 | +79,354 | 45.6% | Q4 2025 | Feb 11, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 245,592 | 12,370 | 2.34% | 2.13% | 5 | +28,494 | 13.12% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 208,622 | 10,519 | 0.06% | 0.06% | 6 | +21,211 | 11.32% | Q4 2025 | Feb 17, 2026 |
| Sunflower Bank, N.A. | History | New | 190,799 | 9,610 | 2.42% | — | 7 | +190,799 | New | Q4 2025 | Jan 09, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 176,279 | 8,879 | 2.73% | 2.82% | 8 | +5,935 | 3.48% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 112,378 | 5,660 | 0.03% | — | 9 | +112,378 | New | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 112,109 | 5,646 | 0.06% | 0.08% | 10 | +8,603 | 8.31% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,019 | 4,937 | 0.0% | 0.0% | 11 | +78,785 | 409.61% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Reduced | 92,995 | 4,684 | 0.05% | 0.07% | 12 | -28,155 | -23.24% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 79,392 | 3,999 | 0.01% | 0.0% | 13 | +11,236 | 16.49% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 78,412 | 3,949 | 0.01% | 0.01% | 14 | +14,761 | 23.19% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 71,879 | 3,621 | 0.01% | 0.01% | 15 | +12,190 | 20.42% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 71,282 | 3,590 | 0.12% | 0.03% | 16 | +58,228 | 446.05% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 66,251 | 3,337 | 0.05% | 0.04% | 17 | +14,421 | 27.82% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 63,765 | 3,211 | 0.27% | 0.11% | 18 | +39,585 | 163.71% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 55,000 | 2,770 | 0.05% | 0.07% | 19 | -201 | -0.36% | Q4 2025 | Feb 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 51,463 | 2,592 | 0.94% | 1.07% | 20 | -4,107 | -7.39% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,111 | 2,524 | 0.0% | 0.0% | 21 | -3,060 | -5.76% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 48,239 | 2,429 | 0.06% | 0.06% | 22 | +3,410 | 7.61% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 46,401 | 2,337 | 0.02% | 0.01% | 23 | +10,613 | 29.66% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 45,564 | 2,295 | 0.05% | — | 24 | +45,564 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,884 | 1,908 | 0.0% | 0.0% | 25 | +11,192 | 41.93% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,986 | 1,863 | 0.0% | 0.0% | 26 | +7,687 | 26.24% | Q4 2025 | Feb 11, 2026 |
| Nemes Rush Group LLC | History | Added to | 32,233 | 1,623 | 0.15% | 0.1% | 27 | +12,261 | 61.39% | Q4 2025 | Feb 11, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 29,488 | 1,485 | 0.16% | — | 28 | +29,488 | New | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,602 | 1,440 | 0.05% | 0.02% | 29 | +12,060 | 72.91% | Q4 2025 | Jan 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 23,411 | 1,179 | 0.0% | — | 30 | +23,411 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 23,008 | 1,158 | 0.02% | 0.02% | 31 | +1,699 | 7.97% | Q4 2025 | Jan 14, 2026 |
| McAdam, LLC | History | New | 20,364 | 1,025 | 0.05% | — | 32 | +20,364 | New | Q4 2025 | Feb 13, 2026 |
| MBA Advisors LLC | History | Added to | 20,300 | 1,022 | 0.41% | 0.31% | 33 | +5,705 | 39.09% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,216 | 1,018 | 0.0% | — | 34 | +20,216 | New | Q4 2025 | Mar 25, 2026 |
| Essex Financial Services, Inc. | History | Added to | 20,155 | 1,015 | 0.06% | 0.05% | 35 | +2,950 | 17.15% | Q4 2025 | Feb 10, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 19,455 | 959 | 0.11% | 0.12% | 36 | -34 | -0.17% | Q4 2025 | Jan 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 18,659 | 939 | 0.51% | 0.52% | 37 | +231 | 1.25% | Q4 2025 | Feb 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 18,381 | 925 | 0.29% | 0.59% | 38 | -9,476 | -34.02% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,306 | 871 | 0.0% | 0.0% | 39 | +16,906 | 4226.5% | Q4 2025 | Feb 10, 2026 |
| FSA Advisors, Inc. | History | Added to | 16,915 | 852 | 0.59% | 0.34% | 40 | +8,283 | 95.96% | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 15,656 | 789 | 0.05% | 0.05% | 41 | +656 | 4.37% | Q4 2025 | Feb 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 15,158 | 763 | 0.52% | 0.51% | 42 | +354 | 2.39% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,308 | 720 | 0.0% | 0.0% | 43 | +174 | 1.23% | Q4 2025 | Feb 06, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 12,876 | 648 | 0.56% | — | 44 | +12,876 | New | Q4 2025 | Feb 05, 2026 |
| New England Private Wealth Advisors LLC | History | New | 12,056 | 607 | 0.08% | — | 45 | +12,056 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,642 | 536 | 0.0% | 0.0% | 46 | +1,829 | 20.75% | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 8,720 | 439 | 0.04% | 0.04% | 47 | +1,020 | 13.25% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,644 | 435 | 0.0% | 0.0% | 48 | +3,023 | 53.78% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,119 | 408 | 0.0% | 0.0% | 49 | +4,129 | 103.48% | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,637 | 384 | 0.04% | — | 50 | +7,637 | New | Q4 2025 | Feb 11, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,997 | 352 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,489 | 327 | 0.0% | 0.0% | 52 | -82 | -1.25% | Q4 2025 | Jan 08, 2026 |
| PCM Encore, LLC | History | New | 6,278 | 316 | 0.07% | — | 53 | +6,278 | New | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 6,267 | 315 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,000 | 302 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Montis Financial, LLC | History | Added to | 5,687 | 286 | 0.06% | 0.07% | 56 | +71 | 1.26% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,296 | 267 | 0.0% | 0.0% | 57 | +1,287 | 32.1% | Q4 2025 | Feb 02, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 5,016 | 252 | 0.11% | — | 58 | +5,016 | New | Q4 2025 | Jan 29, 2026 |
| Nvest Financial, LLC | History | Added to | 5,008 | 252 | 0.1% | 0.14% | 59 | +50 | 1.01% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,885 | 246 | 0.0% | 0.0% | 60 | +48 | 0.99% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,689 | 236 | 0.0% | 0.0% | 61 | +721 | 18.17% | Q4 2025 | Feb 17, 2026 |
| Evergreen Wealth Partners LLC | History | New | 4,040 | 203 | 0.17% | — | 62 | +4,040 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 3,900 | 196 | 0.0% | — | 64 | +3,900 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 3,904 | 196 | 0.0% | 0.0% | 63 | -765 | -16.38% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,830 | 142 | 0.01% | 0.01% | 65 | +420 | 17.43% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,569 | 129 | 0.0% | — | 66 | +2,569 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,225 | 112 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 1,889 | 95 | 0.0% | 0.0% | 68 | +1,863 | 7165.38% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,356 | 68 | 0.0% | 0.0% | 69 | +14 | 1.04% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 835 | 42 | 0.0% | — | 70 | +835 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 626 | 31 | 0.01% | 0.01% | 71 | +6 | 0.97% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | New | 115 | 5 | 0.0% | — | 72 | +115 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 115 | 5 | 0.0% | — | 73 | +115 | New | Q4 2025 | Feb 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -22,235 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tower Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -9,455 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,432 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,939 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.11% | — | -4,006 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -399 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |