DaveManuel.com · Institutional Ownership · Who Owns It
MORGAN STANLEY ETF TRUST (EVMO)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
69
Reporting holders
$659.6M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $241.3M | 4,826,613 | 0.01% | 4q | +3.4%+$7.9M |
| LPL Financial LLC | $108.5M | 2,170,003 | 0.02% | 4q | HELD |
| Bensler, LLC | $47.1M | 941,741 | 4.16% | 4q | +11.2%+$4.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $36.0M | 719,818 | 0.40% | 4q | -1.3%-$475.3K |
| UBS Group AG | $32.0M | 641,079 | 0.00% | 4q | +55.2%+$11.4M |
| RAYMOND JAMES FINANCIAL INC | $22.3M | 446,019 | 0.01% | 4q | -14.9%-$3.9M |
| WELLS FARGO & COMPANY/MN | $18.1M | 362,106 | 0.00% | 4q | -2.3%-$435.4K |
| Cambridge Investment Research Advisors, Inc. | $13.6M | 271,334 | 0.02% | 4q | +106.2%+$7.0M |
| Hennion & Walsh Asset Management, Inc. | $10.4M | 208,147 | 0.30% | 4q | +5.8%+$569.1K |
| Berkeley, Inc | $9.5M | 189,627 | 2.97% | 4q | -6.8%-$688.8K |
| Bleakley Financial Group, LLC | $9.0M | 179,602 | 0.11% | 3q | +3.4%+$295.8K |
| CITADEL ADVISORS LLC | $8.4M | 168,275 | 0.00% | 2q | +124.5%+$4.7M |
| Janney Montgomery Scott LLC | $7.2M | 143,930 | 0.01% | 3q | +9.3%+$613.7K |
| Arax Advisory Partners | $6.1M | 122,788 | 0.04% | new | NEW |
| Brookwood Investment Group LLC | $5.8M | 115,283 | 0.65% | 4q | HELD |
| MGO ONE SEVEN LLC | $5.5M | 109,923 | 0.09% | 3q | -3.1%-$173.1K |
| American National Bank of Texas | $5.5M | 109,512 | 5.00% | 3q | +2.2%+$119.8K |
| ENVESTNET ASSET MANAGEMENT INC | $5.0M | 100,596 | 0.00% | 4q | -5.5%-$290.9K |
| HBW ADVISORY SERVICES LLC | $4.6M | 91,536 | 0.41% | 4q | +5.0%+$217.6K |
| IFP Advisors, Inc | $4.5M | 89,610 | 0.08% | 2q | +5.3%+$225.9K |
| Eagle Bay Advisors LLC | $4.4M | 88,419 | 3.32% | 4q | +36.7%+$1.2M |
| Atria Investments, Inc | $4.4M | 88,590 | 0.04% | 4q | +37.0%+$1.2M |
| NewEdge Advisors, LLC | $4.4M | 88,265 | 0.01% | 3q | +20.2%+$741.4K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $3.9M | 84,161 | 2.95% | 2q | -49.7%-$3.9M |
| OSAIC HOLDINGS, INC. | $3.3M | 66,657 | 0.00% | 4q | -34.4%-$1.7M |
| Investor's Fiduciary Advisor Network, LLC | $3.1M | 62,215 | 1.06% | 4q | +5.8%+$169.9K |
| Certified Advisory Corp | $2.9M | 57,386 | 0.23% | 3q | +25.0%+$574.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 55,690 | 0.00% | 4q | -23.9%-$875.4K |
| TBH Global Asset Management, LLC | $2.6M | 52,713 | 0.48% | 4q | -50.5%-$2.7M |
| JANE STREET GROUP, LLC | $2.2M | 44,984 | 0.00% | 2q | -18.2%-$499.6K |
| JPMORGAN CHASE & CO | $2.2M | 43,604 | 0.00% | 4q | +23.7%+$420.0K |
| Elyxium Wealth, LLC | $2.1M | 42,280 | 0.22% | 3q | +0.6%+$12.2K |
| Thrivent Financial for Lutherans | $2.1M | 42,056 | 0.00% | 3q | +4.9%+$98.4K |
| WEALTHSPAN PARTNERS, LLC | $1.5M | 30,784 | 0.49% | 3q | +1.7%+$26.3K |
| GOLDMAN SACHS GROUP INC | $1.5M | 30,202 | 0.00% | new | NEW |
| Cetera Investment Advisers | $1.4M | 27,276 | 0.00% | 4q | -2.2%-$30.5K |
| Savvy Advisors, Inc. | $1.1M | 22,878 | 0.02% | new | NEW |
| ALPS ADVISORS INC | $1.1M | 22,460 | 0.01% | 2q | -1.0%-$11.0K |
| MML INVESTORS SERVICES, LLC | $1.1M | 21,686 | 0.00% | 4q | +57.1%+$394.0K |
| Chicago Partners Investment Group LLC | $946.5K | 19,047 | 0.02% | 4q | -1.1%-$10.1K |
| Gladstone Institutional Advisory LLC | $900.9K | 18,021 | 0.03% | 3q | -4.7%-$43.9K |
| Kraft, Davis & Associates, LLC | $865.1K | 17,329 | 0.18% | 4q | -90.3%-$8.0M |
| PRIVATE TRUST CO NA | $850.9K | 17,022 | 0.07% | 4q | +19.3%+$137.9K |
| Atlas Wealth LLC | $774.0K | 15,484 | 0.11% | 4q | -30.7%-$342.3K |
| OPTIMA CAPITAL LLC | $703.5K | 14,028 | 0.28% | 3q | -11.1%-$88.0K |
| IFG Advisory, LLC | $514.3K | 10,289 | 0.02% | new | NEW |
| Prospera Financial Services Inc | $498.4K | 9,971 | 0.01% | 4q | HELD |
| TRUIST FINANCIAL CORP | $490.8K | 9,818 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $485.1K | 9,703 | 0.00% | 4q | -6.1%-$31.7K |
| ProCore Advisors, LLC | $467.3K | 9,347 | 0.58% | 3q | -2.0%-$9.4K |
| Kingsview Wealth Management, LLC | $445.3K | 8,907 | 0.01% | 4q | -7.0%-$33.7K |
| BANK OF AMERICA CORP /DE/ | $442.1K | 8,844 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $428.0K | 8,561 | 0.00% | 2q | -5.8%-$26.5K |
| Vienna Asset Management LLC | $355.7K | 7,116 | 0.25% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $329.4K | 6,596 | 0.00% | 2q | -5.1%-$17.7K |
| PFG Investments, LLC | $313.5K | 6,271 | 0.01% | new | NEW |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $308.0K | 6,163 | 0.01% | 4q | HELD |
| Kestra Advisory Services, LLC | $291.9K | 5,839 | 0.00% | 4q | +9.6%+$25.5K |
| Private Advisor Group, LLC | $209.7K | 4,194 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $154.5K | 3,090 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $65.0K | 1,301 | 0.00% | 4q | +6.4%+$3.9K |
| Measured Wealth Private Client Group, LLC | $48.6K | 971 | 0.01% | 4q | HELD |
| Planning Strategies Inc. | $43.2K | 863 | 0.03% | new | FIRST |
| Activest Wealth Management | $17.0K | 340 | 0.00% | 4q | HELD |
| AE Wealth Management LLC | $16.5K | 330 | 0.00% | new | NEW |
| Kozak & Associates, Inc. | $15.2K | 305 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $3.9K | 78 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $3.8K | 76 | 0.00% | new | NEW |
| FMR LLC | $1.9K | 38 | 0.00% | new | NEW |
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 | 15 | $61.0M | 1,268,915 | 0 | 8 | 4 | 0.0% |
| Q2 2026 | 69 | $659.6M | 13,199,790 | 12 | 24 | 23 | 0.0% |
| Q1 2026 | 66 | $648.8M | 12,893,915 | 12 | 28 | 20 | 0.0% |
| Q4 2025 | 59 | $592.8M | 11,684,195 | 14 | 28 | 12 | 0.0% |
| Q3 2025 | 50 | $519.1M | 10,268,263 | 50 | 0 | 0 | 0.0% |