DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

EVTR

MORGAN STANLEY ETF TRUST

182 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 61774R841·182 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.8%

vs prior quarter

13F value held

$3.5B

66.0% inst. owned

of float

Holders

182

+37 QoQ

filers reporting

Activity

+93 / −97

+876 added · −706 reduced

this quarter

Concentration

47.50%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q1 2026

182 institutions reported EVTR in Q1 2026. MORGAN STANLEY leads at 47.5% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

$1.7B32.8M0.10%Q1 2026 02

AMERIPRISE FINANCIAL INC

$300M5.9M0.07%Q1 2026 03

WELLS FARGO & COMPANY/MN

$210M4.1M0.04%Q1 2026 04

$203M4.0M0.01%Q1 2026 05

BANK OF AMERICA CORP /DE/

$181M3.6M0.01%Q1 2026 06

LPL Financial LLC

$175M3.5M0.05%Q1 2026 07

Prodigy Asset Management LLC

$116M2.3M38.81%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

$114M2.2M0.04%Q1 2026 09

OSAIC HOLDINGS, INC.

$105M2.1M0.15%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

$80M1.6M0.02%Q1 2026 11

Provenance Wealth Advisors, LLC

$71M1.4M7.55%Q1 2026 12

ALPS ADVISORS INC

$52M1.0M0.24%Q1 2026 13

PNC FINANCIAL SERVICES GROUP, INC.

$49M952K0.03%Q4 2025 14

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$34M676K0.02%Q1 2026 15

HighTower Advisors, LLC

$32M632K0.03%Q1 2026 16

Valley Financial Group, Inc.

$26M519K14.22%Q1 2026 17

Spire Wealth Management

$24M473K0.82%Q1 2026 18

Retirement Management Systems Inc.

$24M470K5.75%Q1 2026 19

Quadcap Wealth Management, LLC

$24M465K2.69%Q1 2026 20

Cetera Investment Advisers

$22M436K0.02%Q1 2026

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