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

MORGAN STANLEY ETF TRUST

EVIM
Institutions
41
Combined AUM (Q2 2026)
$297.9M
Combined Shares (Q2 2026)
5.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.0M
30 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-159,689
16 · 8 Exit · ≈
⚖️ Net
+871,405
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$297.9M
Institutions
41
New Buys
9
Adds
21
Reduces
8
Exits
8
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
&PARTNERS
0.35%0.38%#9$84.8M1.6M$76.7M1.5M+136,712+9.41%Add
ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#15$78.6M1.5M$70.8M1.3M+127,881+9.49%Add
MORGAN STANLEY
<0.01%<0.01%#27$30.0M563,243$31.0M590,109-26,866-4.55%Reduce
LPL Financial LLC
<0.01%<0.01%#23$20.7M388,734$4.3M82,768+305,966+369.67%Add
FWG Holdings, LLC
3.91%3.91%#1$11.5M219,770$10.3M196,386+23,384+11.91%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$8.3M156,097$9.7M184,083-27,986-15.20%Reduce
SK Wealth Management, LLC
1.45%2.46%#3$6.5M122,772$8.9M168,303-45,531-27.05%Reduce
Clear Trail Advisors, LLC
0.96%0.8%#4$6.3M118,166$4.8M91,499+26,667+29.14%Add
Legacy Private Trust Co.
0.35%0.29%#10$6.2M117,220$4.7M88,780+28,440+32.03%Add
Spartan Wealth Advisory Services LLC
0.47%0.46%#7$5.8M108,605$5.2M99,230+9,375+9.45%Add
Coign Capital Advisors LLC
2.29%2.58%#2$5.1M95,445$4.9M93,291+2,154+2.31%Add
OSAIC HOLDINGS, INC.
0.01%<0.01%#20$4.7M88,118$1.7M33,157+54,961+165.76%Add
Crumly & Associates Inc.
0.78%0.19%#5$4.1M76,536$892,10916,978+59,558+350.80%Add
Crusonia Wealth Advisors LLC
0.56%0.65%#6$3.4M64,318$3.2M60,266+4,052+6.72%Add
Integrated Wealth Concepts LLC
0.02%0.02%#17$3.2M59,148$2.0M37,704+21,444+56.87%Add
Rockefeller Capital Management L.P.
<0.01%#22$3.1M57,800$00+57,800New Buy
Elequin Capital, LP
0.09%#13$3.1M57,568$00+57,568New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$2.3M42,697$681,85012,976+29,721+229.05%Add
Interchange Capital Partners, LLC
0.36%0.13%#8$1.9M35,637$397,3587,562+28,075+371.26%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#37$1.8M34,032$2.6M48,758-14,726-30.20%Reduce
Sanctuary Advisors, LLC
0.01%<0.01%#21$1.1M20,324$521,2689,920+10,404+104.88%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#28$745,17713,990$302,0005,739+8,251+143.77%Add
FSA Advisors, Inc.
0.25%0.38%#12$550,76010,340$574,79010,939-599-5.48%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#40$482,2089,053$00+9,053New Buy
CITADEL ADVISORS LLC
<0.01%#38$435,8678,183$00+8,183New Buy
STIFEL FINANCIAL CORP
<0.01%#34$426,1208,000$00+8,000New Buy
Cornerstone Wealth Management, LLC
0.02%0.02%#16$406,1467,625$400,6567,62500.00%Unchanged
Miller Financial Services LLC
0.29%0.3%#11$365,3986,860$275,3365,240+1,620+30.92%Add
Regal Investment Advisors LLC
0.01%0.02%#18$285,5015,360$281,6425,36000.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
0.03%#14$276,9795,200$00+5,200New Buy
Private Advisor Group, LLC
<0.01%<0.01%#29$254,3944,776$446,1618,491-3,715-43.75%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#35$247,7724,652$340,3866,478-1,826-28.19%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$214,8714,034$200,0003,816+218+5.71%Add
Steward Partners Investment Advisory, LLC
<0.01%#30$213,0604,000$00+4,000New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.02%#19$202,6203,804$294,4625,604-1,800-32.12%Reduce
IFP Advisors, Inc
<0.01%<0.01%#24$193,4053,631$134,2002,554+1,077+42.17%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#32$126,9302,383$119,5922,276+107+4.70%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#36$118,9942,234$70,0951,334+900+67.47%Add
UBS Group AG
<0.01%#41$14,435271$00+271New Buy
PRIVATE TRUST CO NA
<0.01%<0.01%#31$13,316250$13,13625000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#39$2,76052$00+52New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow