13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
EVLN

MORGAN STANLEY ETF TRUST

52 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 61774R833·52 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.7%
vs prior quarter
13F value held
$1.2B
69.0% inst. owned
of float
Holders
52
-83 QoQ
filers reporting
Activity
+50 / −16
+768 added · −790 reduced
this quarter
Concentration
61.62%
TEXAS PERMANENT SCHOOL FUND CORP #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported EVLN in Q1 2026. TEXAS PERMANENT SCHOOL FUND CORP leads at 61.6% of the visible book. -83 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TEXAS PERMANENT SCHOOL FUND CORP
CIK 0001223779
$723M15.0M26.81%Q1 202602
MORGAN STANLEY
CIK 0000895421
$306M6.4M0.02%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$29M605K0.01%Q1 202604
Allworth Financial LP
CIK 0001555170
$27M550K0.11%Q1 202605
Shorepoint Capital Partners LLC
CIK 0001759476
$20M403K3.98%Q3 202506
LPL Financial LLC
CIK 0001403438
$19M401K0.01%Q1 202607
Eldridge Investment Advisors, Inc.
CIK 0001727993
$9M180K1.90%Q1 202608
Corient Private Wealth LLC
CIK 0001948780
$7M147K0.01%Q1 202609
Obermeyer Wealth Partners
CIK 0001349654
$6M119K0.26%Q1 202610
Founders Financial Alliance, LLC
CIK 0001832190
$6M114K0.99%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M103K0.00%Q1 202612
CENTRAL TRUST Co
CIK 0000044365
$5M101K0.10%Q1 202613
Impact Partnership Wealth, LLC
CIK 0001984555
$2M48K0.29%Q1 202614
Western Wealth Management, LLC
CIK 0001767902
$2M42K0.07%Q1 202615
QTR Family Wealth, LLC
CIK 0002067954
$2M39K0.78%Q1 202616
Visionary Wealth Advisors
CIK 0001802984
$2M34K0.07%Q1 202617
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$1M26K0.07%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$1M25K0.00%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M24K0.00%Q1 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M24K0.01%Q1 2026
Page 1 of 3
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