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 | 3,549,162 | 178,559 | 0.01% | 0.01% | 1 | +30,665 | 0.87% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 898,046 | 45,163 | 0.01% | 0.01% | 2 | +62,242 | 7.45% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 735,098 | 36,983 | 0.01% | 0.01% | 3 | +192,097 | 35.38% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 313,014 | 15,747 | 0.0% | 0.0% | 4 | +25,711 | 8.95% | Q2 2026 | Sep 23, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 279,990 | 14,086 | 2.17% | 2.29% | 5 | +23,310 | 9.08% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | Added to | 267,880 | 13,487 | 0.06% | 0.06% | 6 | +24,013 | 9.85% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 208,495 | 10,491 | 0.08% | 0.08% | 7 | +49,159 | 30.85% | Q2 2026 | Jul 17, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 196,868 | 9,904 | 2.37% | 2.55% | 8 | -2,652 | -1.33% | Q2 2026 | Aug 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 180,493 | 9,080 | 2.5% | 2.7% | 9 | +1,180 | 0.66% | Q2 2026 | Jul 27, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 150,334 | 7,563 | 0.55% | 0.34% | 10 | +69,093 | 85.05% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 124,112 | 6,244 | 0.01% | 0.01% | 11 | +16,794 | 15.65% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 105,711 | 5,318 | 0.02% | 0.03% | 12 | -6,004 | -5.37% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 97,400 | 4,900 | 0.01% | — | 13 | +97,400 | New | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 86,721 | 4,362 | 0.0% | 0.0% | 14 | +27,170 | 45.62% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 70,973 | 3,570 | 0.01% | 0.01% | 15 | +18,965 | 36.47% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,417 | 3,442 | 0.0% | 0.0% | 16 | +24,203 | 54.74% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | Reduced | 67,820 | 3,420 | 0.04% | 0.05% | 17 | -7,531 | -9.99% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 54,116 | 2,722 | 0.04% | 0.04% | 18 | -107 | -0.2% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 53,927 | 2,713 | 0.26% | — | 19 | +53,927 | New | Q2 2026 | Aug 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 53,492 | 2,691 | 0.85% | 1.03% | 20 | -4,904 | -8.4% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 50,358 | 2,533 | 0.0% | 0.0% | 21 | +42,252 | 521.24% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 49,017 | 2,460 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 47,335 | 2,381 | 0.44% | 0.43% | 23 | +5,711 | 13.72% | Q2 2026 | Aug 04, 2026 |
| Stratos Investment Management, LLC | History | New | 45,800 | 2,304 | 0.08% | — | 24 | +45,800 | New | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 45,634 | 2,295 | 0.02% | 0.01% | 25 | +21,480 | 88.93% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 45,336 | 2,281 | 0.0% | 0.01% | 26 | +3,680 | 8.83% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,605 | 2,193 | 0.0% | 0.0% | 27 | +25,183 | 136.7% | Q2 2026 | Sep 02, 2026 |
| Arax Advisory Partners | History | New | 41,226 | 2,074 | 0.01% | — | 28 | +41,226 | New | Q2 2026 | Aug 10, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 40,614 | 2,043 | 0.31% | 0.29% | 29 | +8,016 | 24.59% | Q2 2026 | Aug 17, 2026 |
| Nemes Rush Group LLC | History | Reduced | 39,137 | 1,968 | 0.16% | 0.21% | 30 | -4,882 | -11.09% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 38,953 | 1,959 | 0.0% | — | 31 | +38,953 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 37,663 | 1,894 | 0.02% | — | 32 | +37,663 | New | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | New | 37,663 | 1,894 | 0.07% | — | 33 | +37,663 | New | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 36,678 | 1,845 | 0.05% | 0.05% | 34 | +2,905 | 8.6% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 36,200 | 1,821 | 0.01% | 0.01% | 35 | -459 | -1.25% | Q2 2026 | Sep 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,053 | 1,662 | 0.0% | 0.0% | 36 | -7,600 | -18.69% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 32,044 | 1,612 | 0.03% | 0.04% | 37 | +5,128 | 19.05% | Q2 2026 | Aug 03, 2026 |
| Essex Financial Services, Inc. | History | Added to | 31,967 | 1,608 | 0.08% | 0.07% | 38 | +6,262 | 24.36% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,244 | 1,521 | 0.03% | 0.02% | 39 | +7,133 | 30.86% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 27,671 | 1,392 | 0.0% | 0.0% | 40 | -3,719 | -11.85% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,010 | 1,207 | 0.0% | 0.0% | 41 | -2,536 | -9.55% | Q2 2026 | Aug 05, 2026 |
| PCM Encore, LLC | History | Added to | 22,622 | 1,138 | 0.2% | 0.13% | 42 | +10,334 | 84.1% | Q2 2026 | Aug 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 21,598 | 1,086 | 0.52% | 0.51% | 43 | +2,630 | 13.87% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | Added to | 21,477 | 1,080 | 0.1% | 0.11% | 44 | +242 | 1.14% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 20,962 | 1,054 | 0.01% | 0.01% | 45 | +1 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 20,644 | 1,038 | 0.05% | 0.02% | 46 | +10,923 | 112.36% | Q2 2026 | Jul 24, 2026 |
| MBA Advisors LLC | History | Reduced | 20,186 | 1,015 | 0.34% | 0.4% | 47 | -675 | -3.24% | Q2 2026 | Jul 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 18,223 | 916 | 0.78% | 0.59% | 48 | +8,325 | 84.11% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,272 | 868 | 0.0% | 0.0% | 49 | -17,983 | -51.01% | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 17,091 | 859 | 0.06% | 0.06% | 50 | +793 | 4.87% | Q2 2026 | Aug 12, 2026 |
| FSA Advisors, Inc. | History | Reduced | 16,097 | 809 | 0.37% | 0.63% | 51 | -2,858 | -15.08% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,977 | 803 | 0.0% | 0.0% | 52 | +7,443 | 87.22% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 15,617 | 785 | 0.05% | 0.06% | 53 | -12,775 | -45.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 15,250 | 767 | 0.0% | 0.0% | 54 | +6,216 | 68.81% | Q2 2026 | Aug 12, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 15,212 | 765 | 0.61% | 0.67% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oasis Advisors, LLC | History | Reduced | 15,127 | 761 | 0.49% | 0.68% | 56 | -819,665 | -98.19% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 14,242 | 716 | 0.01% | — | 57 | +14,242 | New | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Reduced | 14,005 | 704 | 0.01% | 0.01% | 58 | -2,347 | -14.35% | 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 | Reduced | 13,054 | 656 | 0.06% | 0.1% | 60 | -4,569 | -25.93% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,980 | 653 | 0.0% | 0.0% | 61 | +2,292 | 21.44% | Q2 2026 | Jul 28, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 12,852 | 646 | 0.18% | 0.21% | 62 | -471 | -3.54% | Q2 2026 | Jul 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 12,784 | 639 | 0.06% | 0.07% | 63 | +39 | 0.31% | Q2 2026 | Aug 04, 2026 |
| Providence Financial Advisors, LLC | History | New | 12,124 | 609 | 0.35% | — | 64 | +12,124 | New | Q2 2026 | Jul 31, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 11,242 | 565 | 0.02% | — | 65 | +11,242 | New | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,025 | 554 | 0.01% | 0.01% | 66 | -1,325 | -10.73% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,305 | 518 | 0.02% | 0.01% | 67 | +7,625 | 284.51% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Added to | 9,710 | 488 | 0.01% | 0.0% | 68 | +9,010 | 1287.14% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,341 | 471 | 0.0% | 0.0% | 69 | +6,237 | 200.93% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | Reduced | 8,898 | 447 | 0.01% | 0.24% | 70 | -47,417 | -84.2% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 8,645 | 434 | 0.03% | 0.04% | 71 | -75 | -0.86% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,451 | 425 | 0.0% | 0.0% | 72 | +302 | 3.71% | 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 | Added to | 7,211 | 362 | 0.04% | 0.04% | 74 | +944 | 15.06% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | New | 7,100 | 357 | 0.01% | — | 75 | +7,100 | New | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 6,997 | 352 | 0.09% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 6,825 | 343 | 0.0% | 0.0% | 77 | +1,312 | 23.8% | Q2 2026 | Jul 24, 2026 |
| Cresset Asset Management, LLC | History | New | 6,609 | 333 | 0.0% | — | 79 | +6,609 | New | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 6,627 | 333 | 0.06% | 0.05% | 78 | +1,682 | 34.01% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | New | 6,348 | 319 | 0.01% | — | 80 | +6,348 | New | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | New | 6,235 | 313 | 0.0% | — | 81 | +6,235 | New | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,638 | 283 | 0.1% | 0.11% | 82 | +309 | 5.8% | Q2 2026 | Jul 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 5,535 | 278 | 0.08% | — | 83 | +5,535 | New | Q2 2026 | Aug 07, 2026 |
| Coign Capital Advisors LLC | History | New | 5,319 | 267 | 0.12% | — | 84 | +5,319 | New | Q2 2026 | Jul 29, 2026 |
| Nvest Financial, LLC | History | Added to | 5,070 | 255 | 0.08% | 0.09% | 85 | +39 | 0.78% | Q2 2026 | Jul 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 4,925 | 247 | 0.01% | 0.01% | 86 | -50 | -1.01% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 4,845 | 243 | 0.01% | 0.02% | 87 | -2,280 | -32.0% | Q2 2026 | Jul 28, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 4,815 | 242 | 0.11% | 0.13% | 88 | +29 | 0.61% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | Added to | 4,588 | 230 | 0.06% | 0.07% | 89 | +560 | 13.9% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 4,393 | 221 | 0.01% | 0.02% | 90 | -672 | -13.27% | Q2 2026 | Jul 20, 2026 |
| PEOPLES BANK /OH | History | New | 4,313 | 216 | 0.11% | — | 91 | +4,313 | New | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | New | 4,180 | 210 | 0.0% | — | 92 | +4,180 | New | Q2 2026 | Jul 13, 2026 |
| Lakeridge Wealth Management LLC | History | New | 3,977 | 200 | 0.07% | — | 93 | +3,977 | New | 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 | Added to | 3,734 | 187 | 0.0% | 0.0% | 95 | +8 | 0.21% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 3,411 | 171 | 0.0% | 0.0% | 96 | +224 | 7.03% | 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 | New | 2,282 | 114 | 0.01% | — | 98 | +2,282 | New | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,499 | 75 | 0.0% | — | 100 | +1,499 | New | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | New | 1,499 | 75 | 0.0% | — | 101 | +1,499 | New | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,504 | 75 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 772 | 38 | 0.0% | — | 102 | +772 | New | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 634 | 31 | 0.0% | 0.01% | 103 | +5 | 0.79% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | New | 599 | 30 | 0.0% | — | 104 | +599 | New | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 569 | 28 | 0.0% | — | 105 | +569 | New | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 526 | 26 | 0.0% | 0.0% | 106 | -880 | -62.59% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -46,012 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,842 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -41,454 | -100.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -41,143 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -28,783 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,424 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,952 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,840 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -9,370 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -8,705 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,981 | -100.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 13, 2026 |