DaveManuel.com · Institutional Ownership · Who Owns It
MORGAN STANLEY ETF TRUST (EVIM)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
42
Reporting holders
$297.2M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| &PARTNERS | $84.8M | 1,589,828 | 0.35% | 8q | +9.4%+$7.3M |
| ENVESTNET ASSET MANAGEMENT INC | $78.6M | 1,475,220 | 0.02% | 8q | +9.5%+$6.8M |
| MORGAN STANLEY | $30.0M | 563,243 | 0.00% | 11q | +32.8%+$7.4M |
| LPL Financial LLC | $20.7M | 388,734 | 0.00% | 4q | +369.7%+$16.3M |
| FWG Holdings, LLC | $11.5M | 219,770 | 3.99% | 3q | +11.9%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 156,097 | 0.00% | 3q | -15.2%-$1.5M |
| SK Wealth Management, LLC | $6.5M | 122,772 | 1.45% | 4q | -27.1%-$2.4M |
| Clear Trail Advisors, LLC | $6.3M | 118,166 | 0.96% | 2q | +29.1%+$1.4M |
| Legacy Private Trust Co. | $6.2M | 117,220 | 0.35% | 4q | +32.0%+$1.5M |
| Spartan Wealth Advisory Services LLC | $5.8M | 108,605 | 0.47% | 2q | +9.4%+$499.4K |
| Coign Capital Advisors LLC | $5.1M | 95,445 | 2.29% | 6q | +2.3%+$114.7K |
| OSAIC HOLDINGS, INC. | $4.7M | 88,118 | 0.01% | 8q | +165.8%+$2.9M |
| Crumly & Associates Inc. | $4.1M | 76,536 | 0.78% | 2q | +350.8%+$3.2M |
| Crusonia Wealth Advisors LLC | $3.4M | 64,318 | 0.56% | 3q | +6.7%+$215.8K |
| Rockefeller Capital Management L.P. | $3.1M | 57,800 | 0.00% | new | NEW |
| Elequin Capital, LP | $3.1M | 57,568 | 0.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 42,697 | 0.00% | 4q | +229.0%+$1.6M |
| Integrated Wealth Concepts LLC | $2.1M | 40,245 | 0.01% | 2q | +6.7%+$135.3K |
| Interchange Capital Partners, LLC | $1.9M | 35,637 | 0.36% | 3q | +371.3%+$1.5M |
| JANE STREET GROUP, LLC | $1.8M | 34,032 | 0.00% | 2q | -30.2%-$784.4K |
| Sanctuary Advisors, LLC | $1.1M | 20,324 | 0.01% | 4q | +104.9%+$554.2K |
| Janney Montgomery Scott LLC | $745.0K | 13,990 | 0.00% | 7q | +143.8%+$439.4K |
| FSA Advisors, Inc. | $550.8K | 10,340 | 0.25% | 3q | -5.5%-$31.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $482.2K | 9,053 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $435.9K | 8,183 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $430.0K | 8,068 | 0.00% | 2q | +111.4%+$226.6K |
| STIFEL FINANCIAL CORP | $426.1K | 8,000 | 0.00% | new | NEW |
| Cornerstone Wealth Management, LLC | $406.1K | 7,625 | 0.02% | 3q | HELD |
| Miller Financial Services LLC | $365.4K | 6,860 | 0.29% | 3q | +30.9%+$86.3K |
| Regal Investment Advisors LLC | $285.5K | 5,360 | 0.01% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $277.0K | 5,200 | 0.03% | new | NEW |
| Private Advisor Group, LLC | $254.4K | 4,776 | 0.00% | 2q | -43.8%-$197.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $247.8K | 4,652 | 0.00% | 5q | -28.2%-$97.3K |
| Steward Partners Investment Advisory, LLC | $213.1K | 4,000 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $202.6K | 3,804 | 0.01% | 6q | -32.1%-$95.9K |
| IFP Advisors, Inc | $193.4K | 3,631 | 0.00% | 3q | +42.2%+$57.4K |
| Aptus Capital Advisors, LLC | $126.9K | 2,383 | 0.00% | 2q | +4.7%+$5.7K |
| FIFTH THIRD BANCORP | $119.0K | 2,234 | 0.00% | 2q | +67.5%+$47.9K |
| IFG Advisory, LLC | $103.9K | 1,951 | 0.00% | new | NEW |
| UBS Group AG | $14.4K | 271 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $13.3K | 250 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $2.8K | 52 | 0.00% | 4q | +2.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $34.0M | 676,736 | 2 | 6 | 0 | 0.0% |
| Q2 2026 | 42 | $297.2M | 5,583,058 | 9 | 23 | 7 | 0.0% |
| Q1 2026 | 40 | $239.9M | 4,558,485 | 12 | 18 | 4 | 0.0% |
| Q4 2025 | 30 | $190.6M | 3,588,244 | 13 | 13 | 1 | 0.0% |
| Q3 2025 | 19 | $159.0M | 3,028,369 | 7 | 5 | 4 | 0.0% |
| Q2 2025 | 15 | $132.6M | 2,580,189 | 7 | 5 | 3 | 0.0% |
| Q1 2025 | 8 | $83.0M | 1,606,070 | 2 | 5 | 0 | 0.0% |
| Q4 2024 | 8 | $60.5M | 1,162,752 | 4 | 1 | 2 | 0.0% |
| Q3 2024 | 4 | $45.5M | 660,678 | 3 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $19.5M | 373,502 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 1 | $59.9M | 1,140,000 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $41.8M | 788,824 | 2 | 0 | 0 | 0.0% |