Morgan Stanley ETF Trust - EVYM
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 | 512,401 | 25,584 | 0.0% | 0.0% | 1 | +12,000 | 2.4% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 184,274 | 9,211 | 0.01% | 0.01% | 2 | +11,035 | 6.37% | Q4 2025 | Jan 08, 2026 |
| Prentice Wealth Management LLC | History | Added to | 37,119 | 1,853 | 0.42% | 0.4% | 3 | +4,274 | 13.01% | Q4 2025 | Jan 30, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 23,660 | 1,181 | 0.47% | 0.5% | 4 | -2,002 | -7.8% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,158 | 1,156 | 0.0% | 0.0% | 5 | +5,198 | 28.94% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,687 | 982 | 0.0% | — | 6 | +19,687 | New | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,708 | 585 | 0.0% | — | 7 | +11,708 | New | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,812 | 442 | 0.04% | 0.03% | 8 | +3,257 | 58.63% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 6,000 | 300 | 0.0% | — | 9 | +6,000 | New | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |