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

MORGAN STANLEY ETF TRUST

111 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 61774R858·111 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$380M
visible holders
Holders
111
filers reporting
Concentration
46.93%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

111 institutions reported EVSM in Q2 2026. MORGAN STANLEY leads at 46.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$179M3.5M0.01%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$45M898K0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$37M735K0.01%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M313K0.00%Q2 202605
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$14M280K2.17%Q2 202606
&PARTNERS
CIK 0000107136
$13M268K0.06%Q2 202607
Farther Finance Advisors, LLC
CIK 0001992825
$10M208K0.08%Q2 202608
Sunflower Bank, N.A.
CIK 0001818759
$10M197K2.37%Q2 202609
Tilson Financial Group, Inc.
CIK 0001964820
$9M180K2.50%Q2 202610
Diversified Portfolios, Inc.
CIK 0001634212
$8M150K0.55%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M124K0.01%Q2 202612
Sanctuary Advisors, LLC
CIK 0001777271
$5M106K0.02%Q2 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$5M97K0.01%Q2 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M87K0.00%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M71K0.01%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M68K0.00%Q2 202617
Summit Financial, LLC
CIK 0001765536
$3M68K0.04%Q2 202618
Arkadios Wealth Advisors
CIK 0001800798
$3M54K0.04%Q2 202619
Per Stirling Capital Management, LLC.
CIK 0001689933
$3M54K0.26%Q2 202620
WEALTHSPAN PARTNERS, LLC
CIK 0001909805
$3M53K0.85%Q2 2026
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