13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
EVSD

MORGAN STANLEY ETF TRUST

83 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 61774R825·83 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.7%
vs prior quarter
13F value held
$761M
76.0% inst. owned
of float
Holders
83
+10 QoQ
filers reporting
Activity
+68 / −93
+912 added · −775 reduced
this quarter
Concentration
53.09%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported EVSD in Q1 2026. MORGAN STANLEY leads at 53.1% of the visible book. +10 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$404M7.9M0.02%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$74M1.5M0.02%Q1 202603
LPL Financial LLC
CIK 0001403438
$51M1.0M0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M482K0.01%Q1 202605
D.A. DAVIDSON & CO.
CIK 0001080107
$18M362K0.11%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M359K0.00%Q1 202607
Per Stirling Capital Management, LLC.
CIK 0001689933
$17M339K1.91%Q1 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$17M338K0.03%Q1 202609
Tilson Financial Group, Inc.
CIK 0001964820
$17M331K5.06%Q1 202610
LeClair Wealth Partners LLC
CIK 0002056667
$17M329K5.79%Q1 202611
Blue Water Asset Management
CIK 0002033384
$17M329K5.79%Q1 202612
Prism Advisors, Inc.
CIK 0001717027
$15M299K4.07%Q1 202613
Platform Technology Partners
CIK 0001830817
$13M260K2.56%Q1 202614
Nemes Rush Group LLC
CIK 0001982273
$11M219K1.06%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$9M186K0.01%Q1 202616
IHT Wealth Management, LLC
CIK 0001697490
$8M159K0.19%Q1 202617
MGO ONE SEVEN LLC
CIK 0001731444
$8M147K0.15%Q1 202618
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$7M139K0.43%Q1 202619
Clear Trail Advisors, LLC
CIK 0002097856
$7M134K1.13%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$7M130K0.00%Q1 2026
Page 1 of 5
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