13FBOX
MORGAN STANLEY ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
M

MORGAN STANLEY ETF TRUST

EVSD
Institutions
87
Combined AUM (Q2 2026)
$958.9M
Combined Shares (Q2 2026)
18.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.5M
59 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-882,860
32 · 9 Exit · ≈
⚖️ Net
+4.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$958.9M
Institutions
87
New Buys
19
Adds
40
Reduces
23
Exits
9
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.02%0.02%#43$451.6M8.9M$268.6M5.2M+3.7M+69.98%Add
AMERIPRISE FINANCIAL INC
0.02%0.02%#45$85.6M1.7M$74.0M1.5M+232,536+16.01%Add
LPL Financial LLC
0.02%0.01%#46$74.2M1.5M$51.5M1.0M+447,716+44.30%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#54$29.3M575,254$24.5M481,906+93,348+19.37%Add
Per Stirling Capital Management, LLC.
2.62%1.91%#4$27.6M542,407$17.3M339,034+203,373+59.99%Add
Rockefeller Capital Management L.P.
0.04%0.03%#36$27.4M538,671$17.2M337,629+201,042+59.55%Add
D.A. DAVIDSON & CO.
0.11%0.11%#26$20.2M397,741$18.4M362,147+35,594+9.83%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#64$19.8M389,668$18.3M359,302+30,366+8.45%Add
Blue Water Asset Management
5.72%5.79%#1$17.7M348,359$16.8M329,166+19,193+5.83%Add
Tilson Financial Group, Inc.
4.74%5.06%#2$17.2M338,935$16.9M331,240+7,695+2.32%Add
Prism Advisors, Inc.
3.85%4.07%#3$15.9M311,981$15.2M298,979+13,002+4.35%Add
Platform Technology Partners
2.41%2.56%#5$14.7M289,968$13.3M260,234+29,734+11.43%Add
HighTower Advisors, LLC
0.01%0.01%#50$12.5M244,937$9.5M186,370+58,567+31.43%Add
Nemes Rush Group LLC
0.95%1.06%#9$11.5M226,338$11.1M218,876+7,462+3.41%Add
IHT Wealth Management, LLC
0.17%0.19%#20$8.0M157,002$8.1M159,020-2,018-1.27%Reduce
Clear Trail Advisors, LLC
1.15%1.13%#7$7.5M147,544$6.8M133,525+14,019+10.50%Add
MGO ONE SEVEN LLC
0.12%0.15%#23$7.1M139,413$7.5M147,445-8,032-5.45%Reduce
Private Advisor Group, LLC
0.03%0.03%#37$7.0M137,764$6.3M123,004+14,760+12.00%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#74$6.9M136,217$6.6M129,920+6,297+4.85%Add
WEALTHSPAN PARTNERS, LLC
2.1%2.32%#6$6.6M130,753$6.6M129,435+1,318+1.02%Add
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
0.92%0.37%#10$6.2M121,407$2.2M43,548+77,859+178.79%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#56$5.8M114,821$6.5M126,982-12,161-9.58%Reduce
Waverly Advisors, LLC
0.03%0.04%#39$5.3M103,919$5.5M107,294-3,375-3.15%Reduce
Merit Financial Group, LLC
0.03%0.03%#42$4.4M85,729$4.2M82,545+3,184+3.86%Add
OSAIC HOLDINGS, INC.
0.01%<0.01%#62$4.3M85,318$3.0M58,412+26,906+46.06%Add
Gateway Wealth Partners, LLC
0.25%0.26%#17$4.2M82,608$6.6M129,586-46,978-36.25%Reduce
Janney Montgomery Scott LLC
0.01%0.03%#55$3.9M77,410$10.3M202,908-125,498-61.85%Reduce
Systelligence, LLC
0.64%0.98%#12$3.8M75,417$5.0M98,632-23,215-23.54%Reduce
Dakota Wealth Management
0.07%#30$3.8M74,239$00+74,239New Buy
BANK OF AMERICA CORP /DE/
<0.01%#80$3.6M71,189$00+71,189New Buy
PCM Encore, LLC
0.62%0.53%#13$3.5M69,240$2.6M50,665+18,575+36.66%Add
Cetera Investment Advisers
<0.01%<0.01%#66$3.5M68,425$1.3M26,302+42,123+160.15%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#53$3.5M68,373$3.2M62,427+5,946+9.52%Add
ASSETMARK, INC
0.01%0.01%#59$3.3M65,723$3.4M65,953-230-0.35%Reduce
FWG Holdings, LLC
1.11%1.61%#8$3.3M64,539$4.3M83,755-19,216-22.94%Reduce
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
0.31%0.29%#16$3.1M60,012$2.8M54,897+5,115+9.32%Add
Dynamic Advisor Solutions LLC
0.08%0.06%#29$2.7M53,018$1.9M36,839+16,179+43.92%Add
SAM Advisors, LLC
0.64%0.63%#11$2.4M46,319$2.0M39,714+6,605+16.63%Add
Opal Wealth Advisors, LLC
0.43%0.45%#14$2.0M38,822$2.0M38,82200.00%Unchanged
Stratos Wealth Partners, LTD.
0.01%#48$1.4M27,114$00+27,114New Buy
WNY Asset Management, LLC
0.11%0.24%#24$1.3M25,057$2.3M44,930-19,873-44.23%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#71$1.1M22,242$1.2M22,907-665-2.90%Reduce
Sanctuary Advisors, LLC
<0.01%0.02%#63$1.0M20,316$3.2M62,307-41,991-67.39%Reduce
Savvy Advisors, Inc.
0.02%0.02%#44$845,41716,624$616,49812,102+4,522+37.37%Add
WBI INVESTMENTS, LLC
0.17%0.22%#21$679,37213,359$747,34114,671-1,312-8.94%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#84$628,56812,360$748,30914,690-2,330-15.86%Reduce
First American Bank
0.03%0.04%#38$562,45611,060$570,93611,208-148-1.32%Reduce
STEPHENS INC /AR/
0.01%0.01%#58$539,62210,611$589,68111,576-965-8.34%Reduce
OLD MISSION CAPITAL LLC
0.01%#52$521,11110,247$00+10,247New Buy
Center for Financial Planning, Inc.
0.05%0.05%#34$498,8889,810$499,7229,81000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow