13F Insight
DOSSIER · 13F Holders · Q1 2026
EVTR

MORGAN STANLEY ETF TRUST

193 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 61774R841·193 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.6B
visible holders
Holders
193
filers reporting
Concentration
45.78%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

193 institutions reported EVTR in Q1 2026. MORGAN STANLEY leads at 45.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.7B32.8M0.10%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$300M5.9M0.07%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$210M4.1M0.04%Q1 202604
FMR LLC
CIK 0000315066
$203M4.0M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$191M3.8M0.04%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$181M3.6M0.01%Q1 202607
Prodigy Asset Management LLC
CIK 0001956244
$115M2.3M34.77%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$114M2.2M0.04%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$108M2.1M0.03%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$105M2.1M0.15%Q1 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
$34M676K0.02%Q1 202617
Retirement Management Systems Inc.
CIK 0002110516
$27M535K5.55%Q2 202618
Valley Financial Group, Inc.
CIK 0002010327
$26M519K14.22%Q1 202619
Quadcap Wealth Management, LLC
CIK 0002009674
$24M477K2.35%Q2 202620
Spire Wealth Management
CIK 0001858740
$24M473K0.72%Q2 2026
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