13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
EVIM

MORGAN STANLEY ETF TRUST

44 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 61774R882·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$225M
52.0% inst. owned
of float
Holders
44
-77 QoQ
filers reporting
Activity
+52 / −6
+814 added · −791 reduced
this quarter
Concentration
34.08%
&PARTNERS #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported EVIM in Q1 2026. &PARTNERS leads at 34.1% of the visible book. -77 net institutions QoQ — distribution reading.

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
Coign Capital Advisors LLC
CIK 0002056441
$5M93K2.58%Q1 202607
Clear Trail Advisors, LLC
CIK 0002097856
$5M91K0.80%Q1 202608
Legacy Private Trust Co.
CIK 0001352547
$5M89K0.29%Q1 202609
LPL Financial LLC
CIK 0001403438
$4M83K0.00%Q1 202610
Crusonia Wealth Advisors LLC
CIK 0002112003
$3M60K0.65%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M49K0.00%Q1 202612
SK Wealth Management, LLC
CIK 0001867958
$2M40K0.60%Q4 202513
Integrated Wealth Concepts LLC
CIK 0001737109
$2M38K0.02%Q1 202614
Interchange Capital Partners, LLC
CIK 0001845998
$2M36K0.36%Q4 202515
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M33K0.00%Q1 202616
Crumly & Associates Inc.
CIK 0001759578
$892,10917K0.19%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$681,85013K0.00%Q1 202618
Sanctuary Advisors, LLC
CIK 0001777271
$521,26810K0.00%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$446,1618K0.00%Q1 202620
Cornerstone Wealth Management, LLC
CIK 0001674117
$378,1247K0.02%Q4 2025
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