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 | 3,518,497 | 176,593 | 0.01% | 0.01% | 1 | +509,474 | 16.93% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 835,804 | 41,953 | 0.01% | 0.01% | 2 | +259,253 | 44.97% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 543,001 | 27,253 | 0.01% | 0.0% | 3 | +289,607 | 114.29% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 287,303 | 14,419 | 0.0% | 0.0% | 4 | +12,814 | 4.67% | Q1 2026 | May 04, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 256,680 | 12,882 | 2.29% | 2.34% | 5 | +11,088 | 4.51% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 243,867 | 12,273 | 0.06% | 0.06% | 6 | +35,245 | 16.89% | Q1 2026 | May 15, 2026 |
| Sunflower Bank, N.A. | History | Added to | 199,520 | 10,013 | 2.55% | 2.42% | 7 | +8,721 | 4.57% | Q1 2026 | Apr 10, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 179,313 | 8,999 | 2.7% | 2.73% | 8 | +3,034 | 1.72% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 159,336 | 8,003 | 0.08% | 0.06% | 9 | +47,227 | 42.13% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 111,715 | 5,606 | 0.03% | 0.03% | 10 | -663 | -0.59% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 107,318 | 5,386 | 0.01% | 0.01% | 11 | +27,926 | 35.17% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 81,241 | 4,077 | 0.34% | 0.27% | 12 | +17,476 | 27.41% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 75,351 | 3,791 | 0.05% | 0.05% | 13 | +9,100 | 13.74% | Q1 2026 | May 15, 2026 |
| Oasis Advisors, LLC | History | Added to | 834,792 | 3,476 | 0.68% | 1.24% | 14 | +788,509 | 1703.67% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 59,551 | 2,988 | 0.0% | 0.0% | 15 | +42,245 | 244.11% | Q1 2026 | May 07, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 58,396 | 2,930 | 1.03% | 0.94% | 16 | +6,933 | 13.47% | Q1 2026 | Apr 08, 2026 |
| Elequin Capital, LP | History | New | 56,315 | 2,824 | 0.24% | — | 17 | +56,315 | New | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 54,223 | 2,721 | 0.04% | 0.05% | 18 | -777 | -1.41% | Q1 2026 | May 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 52,008 | 2,610 | 0.01% | 0.01% | 19 | -26,404 | -33.67% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 49,017 | 2,460 | 0.06% | 0.06% | 20 | +778 | 1.61% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 46,012 | 2,309 | 0.07% | 0.12% | 21 | -25,270 | -35.45% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 45,842 | 2,301 | 0.0% | — | 22 | +45,842 | New | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,214 | 2,219 | 0.0% | 0.0% | 23 | +6,330 | 16.71% | Q1 2026 | Apr 27, 2026 |
| Nemes Rush Group LLC | History | Added to | 44,019 | 2,209 | 0.21% | 0.15% | 24 | +11,786 | 36.57% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,656 | 2,091 | 0.01% | 0.0% | 25 | +4,670 | 12.63% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | New | 41,624 | 2,090 | 0.43% | — | 26 | +41,624 | New | Q1 2026 | May 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 41,454 | 2,080 | 0.03% | 0.05% | 27 | -4,110 | -9.02% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 41,143 | 2,064 | 0.09% | 0.05% | 28 | +20,779 | 102.04% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 40,653 | 2,040 | 0.0% | 0.0% | 29 | -9,458 | -18.87% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 36,659 | 1,839 | 0.01% | — | 30 | +36,659 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 35,255 | 1,769 | 0.0% | 0.0% | 31 | -62,764 | -64.03% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 33,773 | 1,695 | 0.05% | 0.05% | 32 | +5,171 | 18.08% | Q1 2026 | Apr 08, 2026 |
| Asset Allocation Strategies LLC | History | New | 32,598 | 1,636 | 0.29% | — | 33 | +32,598 | New | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,390 | 1,575 | 0.0% | 0.01% | 34 | -40,489 | -56.33% | Q1 2026 | Apr 30, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 28,783 | 1,444 | 0.16% | 0.16% | 35 | -705 | -2.39% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 28,392 | 1,425 | 0.06% | 0.04% | 36 | +20,755 | 271.77% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 26,916 | 1,350 | 0.04% | — | 37 | +26,916 | New | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,546 | 1,332 | 0.0% | 0.0% | 38 | +12,238 | 85.53% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 25,705 | 1,290 | 0.07% | 0.06% | 39 | +5,550 | 27.54% | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 24,154 | 1,212 | 0.01% | 0.0% | 40 | +19,269 | 394.45% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 23,111 | 1,159 | 0.02% | 0.02% | 41 | +103 | 0.45% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 20,961 | 1,052 | 0.01% | — | 42 | +20,961 | New | Q1 2026 | Apr 28, 2026 |
| MBA Advisors LLC | History | Added to | 20,861 | 1,047 | 0.4% | 0.41% | 43 | +561 | 2.76% | Q1 2026 | Apr 20, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 18,968 | 952 | 0.51% | 0.51% | 44 | +309 | 1.66% | Q1 2026 | May 12, 2026 |
| FSA Advisors, Inc. | History | Added to | 18,955 | 951 | 0.63% | 0.59% | 45 | +2,040 | 12.06% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 18,422 | 924 | 0.0% | 0.0% | 46 | -4,989 | -21.31% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 17,623 | 884 | 0.1% | 0.11% | 47 | -1,832 | -9.42% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,424 | 824 | 0.0% | — | 48 | +16,424 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 16,352 | 820 | 0.01% | 0.05% | 49 | -76,643 | -82.42% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 16,298 | 817 | 0.06% | 0.05% | 50 | +642 | 4.1% | Q1 2026 | May 20, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 15,212 | 763 | 0.67% | 0.52% | 51 | +54 | 0.36% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,952 | 750 | 0.01% | 0.02% | 52 | -31,449 | -67.78% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,840 | 694 | 0.0% | 0.0% | 53 | -6,376 | -31.54% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 13,323 | 668 | 0.21% | 0.29% | 54 | -5,058 | -27.52% | Q1 2026 | Apr 16, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 12,745 | 639 | 0.07% | 0.08% | 55 | +689 | 5.71% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,350 | 619 | 0.01% | 0.0% | 56 | +7,661 | 163.38% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Added to | 12,288 | 616 | 0.13% | 0.07% | 57 | +6,010 | 95.73% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,688 | 536 | 0.0% | 0.0% | 58 | +46 | 0.43% | Q1 2026 | Apr 30, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 9,898 | 496 | 0.59% | 0.56% | 59 | -2,978 | -23.13% | Q1 2026 | Apr 28, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 9,721 | 487 | 0.02% | — | 60 | +9,721 | New | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 9,370 | 470 | 0.0% | — | 61 | +9,370 | New | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | No change | 8,720 | 437 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 8,705 | 436 | 0.0% | — | 63 | +8,705 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,534 | 428 | 0.0% | 0.0% | 64 | +415 | 5.11% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,149 | 408 | 0.0% | — | 65 | +8,149 | New | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,106 | 406 | 0.0% | — | 66 | +8,106 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,981 | 400 | 0.0% | 0.0% | 67 | +1,981 | 33.02% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | New | 7,751 | 389 | 0.0% | — | 68 | +7,751 | New | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,125 | 357 | 0.02% | 0.01% | 69 | +4,900 | 220.22% | Q1 2026 | Apr 13, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,997 | 351 | 0.1% | 0.09% | 70 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Brookwood Investment Group LLC | History | No change | 6,267 | 314 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,513 | 276 | 0.0% | 0.0% | 72 | +217 | 4.1% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,329 | 267 | 0.11% | 0.11% | 73 | +313 | 6.24% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 5,065 | 254 | 0.02% | — | 74 | +5,065 | New | Q1 2026 | Apr 30, 2026 |
| Nvest Financial, LLC | History | Added to | 5,031 | 252 | 0.09% | 0.1% | 75 | +23 | 0.46% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 4,975 | 249 | 0.01% | — | 76 | +4,975 | New | Q1 2026 | Apr 15, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | New | 4,945 | 248 | 0.05% | — | 77 | +4,945 | New | Q1 2026 | Apr 09, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | New | 4,786 | 240 | 0.13% | — | 78 | +4,786 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 4,028 | 202 | 0.07% | — | 79 | +4,028 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 3,904 | 196 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,900 | 195 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 3,726 | 187 | 0.0% | — | 82 | +3,726 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 3,187 | 159 | 0.0% | — | 83 | +3,187 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,104 | 155 | 0.0% | — | 84 | +3,104 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,680 | 134 | 0.01% | 0.01% | 85 | -150 | -5.3% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,569 | 128 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,504 | 75 | 0.0% | — | 87 | +1,504 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,406 | 71 | 0.0% | 0.0% | 88 | +571 | 68.38% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,356 | 68 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | New | 700 | 35 | 0.0% | — | 90 | +700 | New | Q1 2026 | Apr 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 629 | 31 | 0.01% | 0.01% | 91 | +3 | 0.48% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | New | 50 | 2 | 0.0% | — | 92 | +50 | New | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,644 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,489 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Montis Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,687 | -100.0% | Q1 2026 | May 11, 2026 |
| Evergreen Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,040 | -100.0% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,889 | -100.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |