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

MORGAN STANLEY ETF TRUST

90 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 61774R825·90 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$872M
visible holders
Holders
90
filers reporting
Concentration
51.79%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

90 institutions reported EVSD in Q2 2026. MORGAN STANLEY leads at 51.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$452M8.9M0.02%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$86M1.7M0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$74M1.5M0.02%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$29M575K0.01%Q2 202605
Per Stirling Capital Management, LLC.
CIK 0001689933
$28M542K2.62%Q2 202606
Rockefeller Capital Management L.P.
CIK 0001739439
$27M539K0.04%Q2 202607
D.A. DAVIDSON & CO.
CIK 0001080107
$20M398K0.11%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$20M390K0.00%Q2 202609
Blue Water Asset Management
CIK 0002033384
$18M348K5.72%Q2 202610
Tilson Financial Group, Inc.
CIK 0001964820
$17M339K4.74%Q2 202611
Prism Advisors, Inc.
CIK 0001717027
$16M312K3.85%Q2 202612
Platform Technology Partners
CIK 0001830817
$15M290K2.41%Q2 202613
HighTower Advisors, LLC
CIK 0001462245
$12M245K0.01%Q2 202614
Nemes Rush Group LLC
CIK 0001982273
$12M226K0.95%Q2 202615
Janney Montgomery Scott LLC
CIK 0001329948
$10M203K0.03%Q1 202616
IHT Wealth Management, LLC
CIK 0001697490
$8M157K0.17%Q2 202617
Clear Trail Advisors, LLC
CIK 0002097856
$8M148K1.15%Q2 202618
MGO ONE SEVEN LLC
CIK 0001731444
$7M139K0.12%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$7M138K0.03%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$7M136K0.00%Q2 2026
Page 1 of 5
70 more holders available. Log in →
Insiders at MORGAN STANLEY ETF TRUST
Richardson Barbara J →