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

MORGAN STANLEY ETF TRUST

196 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 61774R841·196 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4.0B
visible holders
Holders
196
filers reporting
Concentration
50.07%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

196 institutions reported EVTR in Q2 2026. MORGAN STANLEY leads at 50.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.0B39.2M0.11%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$315M6.2M0.06%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$216M4.3M0.03%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$192M3.8M0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$191M3.8M0.04%Q2 202606
FMR LLC
CIK 0000315066
$154M3.0M0.01%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$128M2.5M0.03%Q2 202608
Prodigy Asset Management LLC
CIK 0001956244
$115M2.3M34.77%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$112M2.2M0.13%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$108M2.1M0.03%Q2 202611
Provenance Wealth Advisors, LLC
CIK 0002081584
$71M1.4M6.80%Q2 202612
ALPS ADVISORS INC
CIK 0001376113
$70M1.4M0.33%Q2 202613
Janney Montgomery Scott LLC
CIK 0001329948
$62M1.2M0.15%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$59M1.2M0.06%Q2 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$49M952K0.03%Q4 202516
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$32M639K0.02%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$30M597K0.03%Q2 202618
Valley Financial Group, Inc.
CIK 0002010327
$27M538K13.46%Q2 202619
Retirement Management Systems Inc.
CIK 0002110516
$27M535K5.55%Q2 202620
Quadcap Wealth Management, LLC
CIK 0002009674
$24M477K2.35%Q2 2026
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