DaveManuel.com · Institutional Ownership · Who Owns It
MORGAN STANLEY ETF TRUST (EVSD)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
86
Reporting holders
$962.7M
Reported value
0.0%
Calls
0.0%
Puts
+7
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 | $451.6M | 8,881,070 | 0.02% | 9q | +12.0%+$48.3M |
| AMERIPRISE FINANCIAL INC | $85.6M | 1,684,715 | 0.02% | 4q | +16.0%+$11.8M |
| LPL Financial LLC | $74.2M | 1,458,364 | 0.02% | 9q | +44.3%+$22.8M |
| RAYMOND JAMES FINANCIAL INC | $29.3M | 575,254 | 0.01% | 7q | +19.4%+$4.7M |
| Per Stirling Capital Management, LLC. | $27.6M | 542,407 | 2.62% | 5q | +60.0%+$10.3M |
| Rockefeller Capital Management L.P. | $27.4M | 538,671 | 0.04% | 2q | +59.5%+$10.2M |
| D.A. DAVIDSON & CO. | $20.2M | 397,741 | 0.11% | 5q | +9.8%+$1.8M |
| ENVESTNET ASSET MANAGEMENT INC | $19.8M | 389,668 | 0.00% | 6q | +8.5%+$1.5M |
| Blue Water Asset Management | $17.7M | 348,359 | 5.72% | 3q | +5.8%+$976.1K |
| Tilson Financial Group, Inc. | $17.2M | 338,935 | 4.74% | 5q | +2.3%+$391.3K |
| Prism Advisors, Inc. | $15.9M | 311,981 | 3.85% | 2q | +4.3%+$661.2K |
| Platform Technology Partners | $14.7M | 289,968 | 2.41% | 7q | +11.4%+$1.5M |
| HighTower Advisors, LLC | $12.5M | 244,937 | 0.01% | 6q | +31.4%+$3.0M |
| Nemes Rush Group LLC | $11.5M | 226,338 | 0.95% | 4q | +3.4%+$379.5K |
| IHT Wealth Management, LLC | $8.0M | 157,002 | 0.17% | 6q | -1.3%-$102.6K |
| Clear Trail Advisors, LLC | $7.5M | 147,544 | 1.15% | 2q | +10.5%+$712.9K |
| MGO ONE SEVEN LLC | $7.1M | 139,413 | 0.12% | 3q | -5.4%-$408.5K |
| Private Advisor Group, LLC | $7.0M | 137,764 | 0.03% | 7q | +12.0%+$750.6K |
| Cambridge Investment Research Advisors, Inc. | $7.0M | 136,746 | 0.01% | 5q | +119.0%+$3.8M |
| ROYAL BANK OF CANADA | $6.9M | 136,217 | 0.00% | 5q | +4.8%+$320.2K |
| WEALTHSPAN PARTNERS, LLC | $6.6M | 130,753 | 2.10% | 6q | +1.0%+$67.0K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.2M | 121,407 | 0.92% | 5q | +178.8%+$4.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 114,821 | 0.01% | 9q | -9.6%-$618.4K |
| Waverly Advisors, LLC | $5.3M | 103,919 | 0.03% | 8q | -3.1%-$171.6K |
| Merit Financial Group, LLC | $4.4M | 85,729 | 0.03% | 8q | +3.9%+$161.9K |
| OSAIC HOLDINGS, INC. | $4.3M | 85,318 | 0.01% | 9q | +46.1%+$1.4M |
| Gateway Wealth Partners, LLC | $4.2M | 82,608 | 0.25% | 3q | -36.3%-$2.4M |
| Janney Montgomery Scott LLC | $3.9M | 77,410 | 0.01% | 9q | -61.8%-$6.4M |
| Systelligence, LLC | $3.8M | 75,417 | 0.64% | 5q | -23.5%-$1.2M |
| Dakota Wealth Management | $3.8M | 74,239 | 0.07% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.6M | 71,189 | 0.00% | new | NEW |
| PCM Encore, LLC | $3.5M | 69,240 | 0.62% | 3q | +36.7%+$944.6K |
| Cetera Investment Advisers | $3.5M | 68,425 | 0.00% | 5q | +160.2%+$2.1M |
| ASSETMARK, INC | $3.3M | 65,723 | 0.01% | 5q | HELD |
| FWG Holdings, LLC | $3.3M | 64,539 | 1.14% | 3q | -22.9%-$974.7K |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $3.1M | 60,012 | 0.31% | 3q | +9.3%+$260.1K |
| Dynamic Advisor Solutions LLC | $2.7M | 53,018 | 0.08% | 9q | +43.9%+$822.8K |
| SAM Advisors, LLC | $2.4M | 46,319 | 0.64% | 2q | +16.6%+$335.9K |
| Opal Wealth Advisors, LLC | $2.0M | 38,822 | 0.43% | 4q | HELD |
| Stratos Wealth Partners, LTD. | $1.4M | 27,114 | 0.01% | new | NEW |
| WNY Asset Management, LLC | $1.3M | 25,057 | 0.11% | 2q | -44.2%-$1.0M |
| FIFTH THIRD BANCORP | $1.1M | 22,242 | 0.00% | 2q | -2.9%-$33.8K |
| Sanctuary Advisors, LLC | $1.0M | 20,316 | 0.00% | 3q | -67.4%-$2.1M |
| Savvy Advisors, Inc. | $845.4K | 16,624 | 0.02% | 4q | +37.4%+$230.0K |
| WBI INVESTMENTS, LLC | $679.4K | 13,359 | 0.17% | 6q | -8.9%-$66.7K |
| JANE STREET GROUP, LLC | $628.6K | 12,360 | 0.00% | 9q | -15.9%-$118.5K |
| Kinetic Wealth Investment Advisors LLC | $570.9K | 11,226 | 0.27% | new | FIRST |
| FIRST AMERICAN BANK | $562.5K | 11,060 | 0.03% | 2q | -1.3%-$7.5K |
| STEPHENS INC /AR/ | $539.6K | 10,611 | 0.01% | 3q | -8.3%-$49.1K |
| OLD MISSION CAPITAL LLC | $521.1K | 10,247 | 0.01% | new | NEW |
| Center for Financial Planning, Inc. | $498.9K | 9,810 | 0.05% | 5q | HELD |
| Cherry Creek Investment Advisors, Inc. | $455.3K | 8,952 | 0.18% | 5q | -7.4%-$36.4K |
| First Heartland Consultants, Inc. | $450.7K | 8,862 | 0.03% | 2q | -1.1%-$5.0K |
| NorthLanding Financial Partners, LLC | $448.6K | 8,821 | 0.31% | 9q | +1.0%+$4.5K |
| NewEdge Advisors, LLC | $434.1K | 8,536 | 0.00% | 4q | +2061.0%+$414.0K |
| MMA ASSET MANAGEMENT LLC | $417.8K | 8,216 | 0.13% | 4q | +1.6%+$6.6K |
| Sovran Advisors, LLC | $406.0K | 7,992 | 0.03% | 2q | -78.4%-$1.5M |
| STUDIO INVESTMENT MANAGEMENT LLC | $390.9K | 7,657 | 0.07% | 3q | +44.3%+$120.0K |
| Gladstone Institutional Advisory LLC | $387.4K | 7,618 | 0.01% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $377.6K | 7,425 | 0.25% | 3q | HELD |
| DAVENPORT & Co LLC | $375.3K | 7,380 | 0.00% | 4q | +15.6%+$50.5K |
| PFG Advisors | $330.4K | 6,497 | 0.02% | 3q | -1.6%-$5.2K |
| Strategic Financial Concepts, LLC | $320.9K | 6,310 | 0.10% | 2q | +11.2%+$32.4K |
| BOS Asset Management, LLC | $307.1K | 6,038 | 0.07% | new | NEW |
| Wealthcare Advisory Partners LLC | $302.9K | 5,956 | 0.01% | new | NEW |
| StoneX Group Inc. | $296.8K | 5,819 | 0.01% | 2q | -46.4%-$256.6K |
| Capital Analysts, LLC | $275.0K | 5,410 | 0.01% | 9q | +3.1%+$8.4K |
| Chicago Partners Investment Group LLC | $273.4K | 5,394 | 0.01% | 9q | -4.0%-$11.5K |
| MML INVESTORS SERVICES, LLC | $267.5K | 5,260 | 0.00% | new | NEW |
| &PARTNERS | $246.2K | 4,842 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $235.9K | 4,639 | 0.00% | 2q | +321.7%+$180.0K |
| Core Wealth Advisors, Inc. | $222.6K | 4,378 | 0.04% | 4q | -8.5%-$20.6K |
| Note Advisors, LLC | $221.9K | 4,364 | 0.10% | 3q | HELD |
| Cape Investment Advisory, Inc. | $215.2K | 4,232 | 0.06% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192.8K | 3,791 | 0.00% | 2q | +140.2%+$112.5K |
| IFP Advisors, Inc | $185.4K | 3,646 | 0.00% | 3q | +16.1%+$25.7K |
| Global Retirement Partners, LLC | $150.7K | 2,963 | 0.00% | 7q | -14.5%-$25.6K |
| PNC Financial Services Group, Inc. | $124.9K | 2,456 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $111.0K | 2,182 | 0.00% | 6q | +1.1%+$1.2K |
| JPMORGAN CHASE & CO | $35.8K | 700 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $32.1K | 631 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $30.1K | 591 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $26.5K | 521 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $8.5K | 167 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $7.8K | 153 | 0.00% | new | NEW |
| Basepoint Wealth LLC | $2.8K | 56 | 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 | 22 | $72.7M | 1,459,175 | 1 | 14 | 6 | 0.0% |
| Q2 2026 | 86 | $962.7M | 18,930,483 | 16 | 39 | 23 | 0.0% |
| Q1 2026 | 79 | $862.7M | 16,933,471 | 20 | 39 | 13 | 0.0% |
| Q4 2025 | 66 | $586.4M | 11,399,063 | 15 | 30 | 12 | 0.0% |
| Q3 2025 | 52 | $500.6M | 9,735,191 | 14 | 26 | 8 | 0.0% |
| Q2 2025 | 40 | $322.2M | 6,302,065 | 15 | 15 | 7 | 0.0% |
| Q1 2025 | 25 | $162.5M | 3,201,324 | 7 | 11 | 4 | 0.0% |
| Q4 2024 | 23 | $84.9M | 1,681,635 | 3 | 7 | 8 | 0.0% |
| Q3 2024 | 21 | $51.3M | 1,006,649 | 6 | 6 | 5 | 0.0% |
| Q2 2024 | 19 | $49.2M | 987,814 | 19 | 0 | 0 | 0.0% |