13F Insight
DOSSIER · 13F Holders · Q2 2026
EVIM

MORGAN STANLEY ETF TRUST

42 institutions still hold MORGAN STANLEY ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R882·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$263M
visible holders
Holders
42
filers reporting
Concentration
29.85%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported EVIM in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 29.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$79M1.5M0.02%Q2 202602
&PARTNERS
CIK 0000107136
$77M1.5M0.38%Q1 202603
MORGAN STANLEY
CIK 0000895421
$22M424K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$21M389K0.00%Q2 202605
FWG Holdings, LLC
CIK 0001862067
$10M196K3.91%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M184K0.00%Q1 202607
Clear Trail Advisors, LLC
CIK 0002097856
$6M118K0.96%Q2 202608
Legacy Private Trust Co.
CIK 0001352547
$6M117K0.35%Q2 202609
Spartan Wealth Advisory Services LLC
CIK 0002075193
$6M109K0.47%Q2 202610
Coign Capital Advisors LLC
CIK 0002056441
$5M95K2.29%Q2 202611
Crumly & Associates Inc.
CIK 0001759578
$4M77K0.78%Q2 202612
Crusonia Wealth Advisors LLC
CIK 0002112003
$3M64K0.56%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M49K0.00%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M43K0.00%Q2 202615
SK Wealth Management, LLC
CIK 0001867958
$2M40K0.60%Q4 202516
Integrated Wealth Concepts LLC
CIK 0001737109
$2M38K0.02%Q1 202617
Interchange Capital Partners, LLC
CIK 0001845998
$2M36K0.36%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M33K0.00%Q1 202619
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$974K19K0.03%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$521K10K0.00%Q1 2026
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