Morgan Stanley Etf Trust Eaton Vance Total Return Bond · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.11% | 0.07% | #75 | $1.99B | 39.2M | $1.17B | 22.8M | +16.5M+72.40% | Add | |
| AMERIPRISE FINANCIAL INC | 0.06% | 0.07% | #91 | $315.4M | 6.2M | $299.7M | 5.9M | +316,022+5.35% | Add | |
| WELLS FARGO & COMPANY/MN | 0.03% | 0.04% | #110 | $215.5M | 4.3M | $210.0M | 4.1M | +112,604+2.72% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #135 | $192.4M | 3.8M | $181.0M | 3.6M | +228,214+6.40% | Add | |
| LPL Financial LLC | 0.04% | 0.05% | #107 | $191.4M | 3.8M | $175.2M | 3.5M | +322,349+9.34% | Add | |
| FMR LLC | 0.01% | 0.01% | #142 | $153.6M | 3.0M | $203.4M | 4.0M | -979,124-24.43% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.04% | #111 | $127.6M | 2.5M | $113.7M | 2.2M | +275,146+12.28% | Add | |
| Prodigy Asset Management LLC | 34.77% | 38.81% | #1 | $115.4M | 2.3M | $116.2M | 2.3M | -14,021-0.61% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.13% | 0.15% | #65 | $112.4M | 2.2M | $104.7M | 2.1M | +153,099+7.42% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.02% | #121 | $107.6M | 2.1M | $80.2M | 1.6M | +540,192+34.17% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.04% | 0.04% | #108 | $80.7M | 1.6M | $65.7M | 1.3M | +297,884+23.03% | Add | |
| Provenance Wealth Advisors, LLC | 6.8% | 7.55% | #5 | $71.4M | 1.4M | $71.3M | 1.4M | +3,479+0.25% | Add | |
| ALPS ADVISORS INC | 0.33% | 0.24% | #46 | $70.0M | 1.4M | $51.6M | 1.0M | +364,010+35.78% | Add | |
| Janney Montgomery Scott LLC | 0.13% | 0.15% | #71 | $65.0M | 1.3M | $61.9M | 1.2M | +61,756+5.06% | Add | |
| HighTower Advisors, LLC | 0.06% | 0.03% | #96 | $58.7M | 1.2M | $32.1M | 632,289 | +525,108+83.05% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 0.02% | #128 | $32.4M | 639,218 | $34.3M | 676,375 | -37,157-5.49% | Reduce | |
| Cetera Investment Advisers | 0.03% | 0.02% | #118 | $30.3M | 597,038 | $22.1M | 435,824 | +161,214+36.99% | Add | |
| Valley Financial Group, Inc. | 13.46% | 14.22% | #2 | $27.3M | 538,266 | $26.4M | 519,233 | +19,033+3.67% | Add | |
| Retirement Management Systems Inc. | 5.55% | 5.75% | #7 | $27.1M | 534,941 | $23.8M | 469,813 | +65,128+13.86% | Add | |
| Quadcap Wealth Management, LLC | 2.35% | 2.69% | #15 | $24.2M | 476,939 | $23.6M | 465,293 | +11,646+2.50% | Add | |
| Spire Wealth Management | 0.72% | 0.82% | #33 | $24.0M | 472,603 | $24.0M | 472,605 | -2-0.00% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #156 | $19.4M | 383,302 | $6.0M | 118,367 | +264,935+223.83% | Add | |
| Coign Capital Advisors LLC | 8.11% | 9.16% | #4 | $18.0M | 355,309 | $17.4M | 343,421 | +11,888+3.46% | Add | |
| D.A. DAVIDSON & CO. | 0.09% | 0.09% | #80 | $17.0M | 336,009 | $14.8M | 291,617 | +44,392+15.22% | Add | |
| Clear Trail Advisors, LLC | 2.47% | 2.44% | #14 | $16.2M | 318,612 | $14.7M | 288,719 | +29,893+10.35% | Add | |
| ELEVATION POINT WEALTH PARTNERS, LLC | 0.29% | 0.35% | #50 | $15.5M | 305,794 | $15.3M | 301,126 | +4,668+1.55% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #126 | $14.7M | 290,265 | $13.1M | 258,546 | +31,719+12.27% | Add | |
| Stonehearth Capital Management, LLC | 4.88% | — | #9 | $14.3M | 282,092 | $0 | 0 | +282,092 | New Buy | |
| Bouvel Investment Partners, LLC | 3.22% | 3.84% | #12 | $14.2M | 280,957 | $13.2M | 261,072 | +19,885+7.62% | Add | |
| Madrid Wealth Management, LLC | 9.24% | 9.54% | #3 | $14.1M | 277,622 | $12.6M | 249,158 | +28,464+11.42% | Add | |
| Sanctuary Advisors, LLC | 0.06% | 0.07% | #92 | $13.5M | 267,193 | $12.8M | 253,200 | +13,993+5.53% | Add | |
| STEVENS CAPITAL PARTNERS | 2.57% | 2.88% | #13 | $13.5M | 266,333 | $12.0M | 235,871 | +30,462+12.91% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.17% | 0.19% | #60 | $12.4M | 245,116 | $12.0M | 236,879 | +8,237+3.48% | Add | |
| Live Oak Investment Partners | 6.62% | 7.03% | #6 | $12.3M | 242,468 | $11.9M | 234,686 | +7,782+3.32% | Add | |
| Rockefeller Capital Management L.P. | 0.02% | — | #125 | $12.3M | 242,335 | $0 | 0 | +242,335 | New Buy | |
| Snowden Capital Advisors LLC | 0.29% | 0.3% | #49 | $12.3M | 241,592 | $11.5M | 225,020 | +16,572+7.36% | Add | |
| Destiny Wealth Partners, LLC | 1.57% | 1.61% | #21 | $11.6M | 231,605 | $14.7M | 289,788 | -58,183-20.08% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #168 | $11.3M | 222,709 | $7.0M | 137,311 | +85,398+62.19% | Add | |
| Private Advisor Group, LLC | 0.05% | 0.03% | #102 | $10.6M | 208,049 | $6.8M | 133,718 | +74,331+55.59% | Add | |
| Eldridge Investment Advisors, Inc. | 2.07% | 1.53% | #16 | $10.5M | 206,082 | $7.0M | 137,115 | +68,967+50.30% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #171 | $10.3M | 202,285 | $0 | 0 | +202,285 | New Buy | |
| Systelligence, LLC | 1.63% | 2.02% | #20 | $9.7M | 192,248 | $10.4M | 204,547 | -12,299-6.01% | Reduce | |
| OPPENHEIMER & CO INC | 0.1% | 0.01% | #77 | $9.5M | 187,205 | $669,190 | 13,186 | +174,019+1,319.73% | Add | |
| Asset Allocation Strategies LLC | 1.4% | 1.36% | #22 | $9.1M | 179,678 | $7.7M | 151,261 | +28,417+18.79% | Add | |
| Pinion Investment Advisors, LLC | 1.66% | 1.8% | #18 | $8.7M | 172,412 | $7.7M | 151,824 | +20,588+13.56% | Add | |
| Balanced Rock Investment Advisors LLC | 5.35% | 5.49% | #8 | $8.6M | 169,176 | $7.8M | 154,075 | +15,101+9.80% | Add | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.02% | #129 | $8.3M | 163,002 | $6.5M | 128,777 | +34,225+26.58% | Add | |
| Focus Financial Network, Inc. | 0.25% | 0.12% | #53 | $8.2M | 160,768 | $3.3M | 64,878 | +95,890+147.80% | Add | |
| Kingsview Wealth Management, LLC | 0.13% | 0.1% | #68 | $7.3M | 143,502 | $7.3M | 143,502 | 00.00% | Unchanged | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.33% | 0.05% | #47 | $6.9M | 135,946 | $814,436 | 16,048 | +119,898+747.12% | Add |