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

MORGAN STANLEY ETF TRUST

56 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 61774R833·56 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
56
filers reporting
Concentration
59.58%
TEXAS PERMANENT SCHOOL FUND CORP #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported EVLN in Q2 2026. TEXAS PERMANENT SCHOOL FUND CORP leads at 59.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
TEXAS PERMANENT SCHOOL FUND CORP
CIK 0001223779
$728M15.0M32.27%Q2 202602
MORGAN STANLEY
CIK 0000895421
$360M7.4M0.02%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$29M606K0.01%Q2 202604
Shorepoint Capital Partners LLC
CIK 0001759476
$20M403K3.98%Q3 202505
LPL Financial LLC
CIK 0001403438
$20M404K0.00%Q2 202606
Spartan Wealth Advisory Services LLC
CIK 0002075193
$10M211K0.84%Q2 202607
Eldridge Investment Advisors, Inc.
CIK 0001727993
$8M174K1.67%Q2 202608
Corient Private Wealth LLC
CIK 0001948780
$7M148K0.01%Q2 202609
CENTRAL TRUST Co
CIK 0000044365
$6M116K0.10%Q2 202610
Founders Financial Alliance, LLC
CIK 0001832190
$5M111K0.71%Q2 202611
Obermeyer Wealth Partners
CIK 0001349654
$5M104K0.21%Q2 202612
Perennial Advisors, LLC
CIK 0001697360
$5M98K0.73%Q2 202613
MCCARTER PRIVATE WEALTH SERVICES LLC
CIK 0002036922
$5M96K1.60%Q2 202614
Impact Partnership Wealth, LLC
CIK 0001984555
$3M63K0.30%Q2 202615
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$2M47K0.11%Q2 202616
Western Wealth Management, LLC
CIK 0001767902
$2M45K0.07%Q2 202617
Visionary Wealth Advisors
CIK 0001802984
$2M35K0.07%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$2M34K0.00%Q2 202619
QTR Family Wealth, LLC
CIK 0002067954
$2M32K0.54%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M30K0.00%Q2 2026
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