DaveManuel.com · Institutional Ownership · Who Owns It
MORGAN STANLEY ETF TRUST (EVSM)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
105
Reporting holders
$450.5M
Reported value
0.0%
Calls
0.0%
Puts
+13
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 | $178.6M | 3,549,162 | 0.01% | 10q | +0.9%+$1.5M |
| AMERIPRISE FINANCIAL INC | $45.2M | 898,046 | 0.01% | 4q | +7.4%+$3.1M |
| LPL Financial LLC | $37.0M | 735,098 | 0.01% | 5q | +35.4%+$9.7M |
| ENVESTNET ASSET MANAGEMENT INC | $15.7M | 313,014 | 0.00% | 8q | +8.9%+$1.3M |
| Garrett Wealth Advisory Group, LLC | $14.1M | 279,990 | 2.17% | 4q | +9.1%+$1.2M |
| &PARTNERS | $13.5M | 267,880 | 0.06% | 8q | +9.8%+$1.2M |
| Farther Finance Advisors, LLC | $10.5M | 208,495 | 0.08% | 7q | +30.9%+$2.5M |
| Sunflower Bank, N.A. | $9.9M | 196,868 | 2.37% | 3q | -1.3%-$133.4K |
| Tilson Financial Group, Inc. | $9.1M | 180,493 | 2.50% | 4q | +0.7%+$59.4K |
| Diversified Portfolios, Inc. | $7.6M | 150,334 | 0.55% | 5q | +85.0%+$3.5M |
| OSAIC HOLDINGS, INC. | $6.2M | 124,112 | 0.01% | 8q | +15.6%+$845.0K |
| Sanctuary Advisors, LLC | $5.3M | 105,711 | 0.02% | 5q | -5.4%-$302.1K |
| Rockefeller Capital Management L.P. | $4.9M | 97,400 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4M | 86,721 | 0.00% | 4q | +45.6%+$1.4M |
| MML INVESTORS SERVICES, LLC | $3.6M | 70,973 | 0.01% | 6q | +36.5%+$954.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.4M | 68,417 | 0.00% | 8q | +54.7%+$1.2M |
| Summit Financial, LLC | $3.4M | 67,820 | 0.04% | 4q | -10.0%-$379.9K |
| Cambridge Investment Research Advisors, Inc. | $2.8M | 55,342 | 0.00% | 8q | +76.3%+$1.2M |
| Arkadios Wealth Advisors | $2.7M | 54,116 | 0.04% | 4q | HELD |
| Per Stirling Capital Management, LLC. | $2.7M | 53,927 | 0.26% | new | NEW |
| WEALTHSPAN PARTNERS, LLC | $2.7M | 53,492 | 0.85% | 5q | -8.4%-$246.7K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 50,358 | 0.00% | 2q | +521.2%+$2.1M |
| Rossby Financial, LCC | $2.4M | 47,335 | 0.44% | 2q | +13.7%+$287.3K |
| Stratos Investment Management, LLC | $2.3M | 45,800 | 0.08% | new | NEW |
| Valmark Advisers, Inc. | $2.3M | 45,634 | 0.02% | 4q | +88.9%+$1.1M |
| Janney Montgomery Scott LLC | $2.3M | 45,336 | 0.00% | 8q | +8.8%+$185.2K |
| CITADEL ADVISORS LLC | $2.2M | 43,605 | 0.00% | 3q | +136.7%+$1.3M |
| Arax Advisory Partners | $2.1M | 41,226 | 0.01% | new | NEW |
| Asset Allocation Strategies LLC | $2.0M | 40,614 | 0.31% | 2q | +24.6%+$403.3K |
| Nemes Rush Group LLC | $2.0M | 39,137 | 0.16% | 4q | -11.1%-$245.6K |
| WELLS FARGO & COMPANY/MN | $2.0M | 38,953 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $1.9M | 37,663 | 0.02% | new | NEW |
| Root Financial Partners, LLC | $1.9M | 37,663 | 0.07% | new | NEW |
| Dynamic Advisor Solutions LLC | $1.8M | 36,678 | 0.05% | 5q | +8.6%+$146.2K |
| Integrated Wealth Concepts LLC | $1.8M | 36,200 | 0.01% | 2q | -1.3%-$23.1K |
| Cetera Investment Advisers | $1.7M | 33,053 | 0.00% | 8q | -18.7%-$382.4K |
| Savvy Advisors, Inc. | $1.6M | 32,044 | 0.03% | 2q | +19.1%+$258.0K |
| Essex Financial Services, Inc. | $1.6M | 31,967 | 0.08% | 7q | +24.4%+$315.0K |
| Wealthcare Advisory Partners LLC | $1.5M | 30,244 | 0.03% | 4q | +30.9%+$358.9K |
| HighTower Advisors, LLC | $1.2M | 24,010 | 0.00% | 8q | -9.6%-$127.6K |
| PCM Encore, LLC | $1.1M | 22,622 | 0.20% | 3q | +84.1%+$519.9K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $1.1M | 21,598 | 0.52% | 8q | +13.9%+$132.3K |
| WNY Asset Management, LLC | $1.1M | 21,477 | 0.10% | 2q | +1.1%+$12.2K |
| Stratos Wealth Partners, LTD. | $1.1M | 20,962 | 0.01% | 2q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.0M | 20,644 | 0.05% | 2q | +112.4%+$549.5K |
| MBA Advisors LLC | $1.0M | 20,186 | 0.34% | 7q | -3.2%-$34.0K |
| ORBA Wealth Advisors, L.L.C. | $916.8K | 18,223 | 0.78% | 3q | +84.1%+$418.8K |
| JANE STREET GROUP, LLC | $869.0K | 17,272 | 0.00% | 4q | -51.0%-$904.7K |
| Arete Wealth Advisors, LLC | $859.8K | 17,091 | 0.06% | 5q | +4.9%+$39.9K |
| FSA Advisors, Inc. | $809.8K | 16,097 | 0.37% | 5q | -15.1%-$143.8K |
| Private Advisor Group, LLC | $803.8K | 15,977 | 0.00% | 4q | +87.2%+$374.5K |
| Gateway Wealth Partners, LLC | $785.7K | 15,617 | 0.05% | 3q | -45.0%-$642.7K |
| NewEdge Advisors, LLC | $767.3K | 15,250 | 0.00% | 6q | +68.8%+$312.7K |
| Milestones Private Investment Advisors LLC | $765.3K | 15,212 | 0.61% | 5q | HELD |
| Oasis Advisors, LLC | $761.0K | 15,127 | 0.49% | 3q | -98.2%-$41.2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $716.5K | 14,242 | 0.01% | new | NEW |
| Atria Investments, Inc | $704.6K | 14,005 | 0.01% | 5q | -14.4%-$118.1K |
| Financial Solutions Advisory Group, Inc. | $679.0K | 13,500 | 0.09% | 2q | HELD |
| Quadcap Wealth Management, LLC | $656.8K | 13,054 | 0.06% | 8q | -25.9%-$229.9K |
| Kestra Advisory Services, LLC | $653.0K | 12,980 | 0.00% | 5q | +21.4%+$115.3K |
| GENESIS PRIVATE WEALTH, LLC | $646.6K | 12,852 | 0.18% | 4q | -3.5%-$23.7K |
| New England Private Wealth Advisors LLC | $639.9K | 12,784 | 0.06% | 3q | HELD |
| Providence Financial Advisors, LLC | $610.0K | 12,124 | 0.35% | new | NEW |
| Cornerstone Wealth Management, LLC | $565.6K | 11,242 | 0.02% | new | NEW |
| Advisory Services Network, LLC | $554.7K | 11,025 | 0.01% | 4q | -10.7%-$66.7K |
| AdvisorNet Financial, Inc | $518.4K | 10,305 | 0.02% | 4q | +284.5%+$383.6K |
| IFP Advisors, Inc | $488.5K | 9,710 | 0.01% | 2q | +1287.1%+$453.3K |
| JONES FINANCIAL COMPANIES LLLP | $471.2K | 9,341 | 0.00% | 2q | +200.9%+$314.6K |
| Elequin Capital, LP | $447.7K | 8,898 | 0.01% | 2q | -84.2%-$2.4M |
| Inspire Advisors, LLC | $434.9K | 8,645 | 0.03% | 5q | -0.9%-$3.8K |
| FIFTH THIRD BANCORP | $425.2K | 8,451 | 0.00% | 2q | +3.7%+$15.2K |
| M&T Bank Corp | $390.0K | 7,751 | 0.00% | 2q | HELD |
| Brookwood Investment Group LLC | $362.8K | 7,211 | 0.04% | 4q | +15.1%+$47.5K |
| Western Wealth Management, LLC | $357.2K | 7,100 | 0.01% | new | NEW |
| BridgePort Financial Solutions, LLC | $352.0K | 6,997 | 0.09% | 5q | HELD |
| BENJAMIN EDWARDS INC | $343.8K | 6,825 | 0.00% | 4q | +23.8%+$66.1K |
| Whitaker-Myers Wealth Managers, LTD. | $333.4K | 6,627 | 0.06% | 2q | +34.0%+$84.6K |
| Cresset Asset Management, LLC | $333.4K | 6,609 | 0.00% | new | NEW |
| IFG Advisory, LLC | $319.3K | 6,348 | 0.01% | new | NEW |
| Waverly Advisors, LLC | $313.7K | 6,235 | 0.00% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $283.7K | 5,638 | 0.10% | 3q | +5.8%+$15.5K |
| DENVER WEALTH MANAGEMENT, INC. | $278.5K | 5,535 | 0.08% | new | NEW |
| Coign Capital Advisors LLC | $267.6K | 5,319 | 0.12% | new | NEW |
| Nvest Financial, LLC | $255.1K | 5,070 | 0.08% | 4q | +0.8%+$2.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $247.8K | 4,925 | 0.01% | 2q | -1.0%-$2.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $243.8K | 4,845 | 0.01% | 6q | -32.0%-$114.7K |
| Chokshi & Queen Wealth Advisors, Inc | $242.2K | 4,815 | 0.11% | 2q | +0.6%+$1.5K |
| Synergy Investment Management, LLC | $230.8K | 4,588 | 0.06% | 2q | +13.9%+$28.2K |
| TITLEIST ASSET MANAGEMENT, LLC | $221.0K | 4,393 | 0.01% | 2q | -13.3%-$33.8K |
| PEOPLES BANK /OH | $217.0K | 4,313 | 0.11% | new | NEW |
| DAVENPORT & Co LLC | $210.3K | 4,180 | 0.00% | new | NEW |
| Lakeridge Wealth Management LLC | $200.1K | 3,977 | 0.07% | new | NEW |
| Steward Partners Investment Advisory, LLC | $196.2K | 3,900 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $187.8K | 3,734 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $171.6K | 3,411 | 0.00% | 2q | +7.0%+$11.3K |
| Tower Research Capital LLC (TRC) | $129.2K | 2,569 | 0.00% | 3q | HELD |
| MidFirst Bank | $114.8K | 2,282 | 0.01% | new | NEW |
| Aptus Capital Advisors, LLC | $75.7K | 1,504 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $75.6K | 1,499 | 0.00% | new | NEW |
| Allworth Financial LP | $75.4K | 1,499 | 0.00% | new | NEW |
Showing the largest 100 of 105 reported holders.
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 | 27 | $52.1M | 1,060,361 | 7 | 14 | 4 | 0.0% |
| Q2 2026 | 105 | $450.5M | 8,954,243 | 24 | 46 | 24 | 0.0% |
| Q1 2026 | 92 | $409.2M | 8,152,837 | 26 | 38 | 17 | 0.0% |
| Q4 2025 | 75 | $337.9M | 6,708,488 | 15 | 45 | 6 | 0.0% |
| Q3 2025 | 63 | $282.6M | 5,602,522 | 23 | 29 | 5 | 0.0% |
| Q2 2025 | 44 | $192.1M | 3,841,162 | 17 | 23 | 1 | 0.0% |
| Q1 2025 | 31 | $157.2M | 3,152,646 | 10 | 16 | 2 | 0.0% |
| Q4 2024 | 24 | $102.3M | 2,050,644 | 7 | 13 | 4 | 0.0% |
| Q3 2024 | 17 | $74.9M | 1,489,282 | 13 | 3 | 1 | 0.0% |
| Q2 2024 | 6 | $62.4M | 1,257,313 | 4 | 0 | 2 | 0.0% |
| Q1 2024 | 2 | $183.7M | 3,682,317 | 2 | 0 | 0 | 0.0% |