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

MORGAN STANLEY ETF TRUST

20 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 61774R874·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$122M
visible holders
Holders
20
filers reporting
Concentration
80.92%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported PHEQ in Q2 2026. MORGAN STANLEY leads at 80.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$99M2.9M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$11M309K0.00%Q2 202603
Wayfinding Financial, LLC
CIK 0001898131
$4M132K1.83%Q1 202604
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$2M55K0.19%Q2 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M44K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$931K27K0.00%Q2 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$866K25K0.01%Q2 202608
Integrated Wealth Concepts LLC
CIK 0001737109
$835K24K0.00%Q2 202609
Savvy Advisors, Inc.
CIK 0002003633
$786K23K0.02%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$592K19K0.00%Q1 202611
BLUEDOOR PRIVATE WEALTH, LLC
CIK 0002110994
$405K12K0.17%Q2 202612
CWM, LLC
CIK 0001535847
$228K7K0.00%Q1 202613
COMERICA BANK
CIK 0000901541
$92K3K0.00%Q4 202514
FIFTH THIRD BANCORP
CIK 0000035527
$63K2K0.00%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$40K1K0.00%Q2 202616
Regatta Research & Money Management
CIK 0002137529
$37K1K0.04%Q2 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$20K5900.00%Q2 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$11K3060.00%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7K2000.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025