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

MORGAN STANLEY ETF TRUST

47 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 61774R882·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$291M
visible holders
Holders
47
filers reporting
Concentration
29.14%
&PARTNERS #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported EVIM in Q2 2026. &PARTNERS leads at 29.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
&PARTNERS
CIK 0000107136
$85M1.6M0.35%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$79M1.5M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$30M563K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$21M389K0.00%Q2 202605
FWG Holdings, LLC
CIK 0001862067
$12M220K3.99%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M156K0.00%Q2 202607
SK Wealth Management, LLC
CIK 0001867958
$6M123K1.45%Q2 202608
Clear Trail Advisors, LLC
CIK 0002097856
$6M118K0.96%Q2 202609
Legacy Private Trust Co.
CIK 0001352547
$6M117K0.35%Q2 202610
Spartan Wealth Advisory Services LLC
CIK 0002075193
$6M109K0.47%Q2 202611
Coign Capital Advisors LLC
CIK 0002056441
$5M95K2.29%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M88K0.01%Q2 202613
Crumly & Associates Inc.
CIK 0001759578
$4M77K0.78%Q2 202614
Crusonia Wealth Advisors LLC
CIK 0002112003
$3M64K0.56%Q2 202615
Rockefeller Capital Management L.P.
CIK 0001739439
$3M58K0.00%Q2 202616
Elequin Capital, LP
CIK 0001810873
$3M58K0.09%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M49K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M43K0.00%Q2 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$2M40K0.01%Q2 202620
Interchange Capital Partners, LLC
CIK 0001845998
$2M36K0.36%Q2 2026
Page 1 of 3
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