13F Insight
DOSSIER · 13F Holders · Q1 2026
EVIM

MORGAN STANLEY ETF TRUST

42 institutions still hold MORGAN STANLEY ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R882·42 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$232M
visible holders
Holders
42
filers reporting
Concentration
33.08%
&PARTNERS #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported EVIM in Q1 2026. &PARTNERS leads at 33.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
&PARTNERS
CIK 0000107136
$77M1.5M0.38%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$71M1.3M0.02%Q1 202603
MORGAN STANLEY
CIK 0000895421
$22M424K0.00%Q1 202604
FWG Holdings, LLC
CIK 0001862067
$10M196K3.91%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M184K0.00%Q1 202606
Clear Trail Advisors, LLC
CIK 0002097856
$6M118K0.96%Q2 202607
Legacy Private Trust Co.
CIK 0001352547
$6M117K0.35%Q2 202608
Coign Capital Advisors LLC
CIK 0002056441
$5M93K2.58%Q1 202609
LPL Financial LLC
CIK 0001403438
$4M83K0.00%Q1 202610
Crumly & Associates Inc.
CIK 0001759578
$4M77K0.78%Q2 202611
Crusonia Wealth Advisors LLC
CIK 0002112003
$3M60K0.65%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M49K0.00%Q1 202613
SK Wealth Management, LLC
CIK 0001867958
$2M40K0.60%Q4 202514
Integrated Wealth Concepts LLC
CIK 0001737109
$2M38K0.02%Q1 202615
Interchange Capital Partners, LLC
CIK 0001845998
$2M36K0.36%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M33K0.00%Q1 202617
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$974K19K0.03%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$682K13K0.00%Q1 202619
Sanctuary Advisors, LLC
CIK 0001777271
$521K10K0.00%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$446K8K0.00%Q1 2026
Page 1 of 3
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