EVSM institutional holders

MORGAN STANLEY ETF TRUST · 13F, 2026Q2

Managers holding105
Shares held8,956,744
Reported value$450.6m
Quarter flows25 new, 50 added, 23 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,549,162$178.6m0.0%
AMERIPRISE FINANCIAL INC898,046$45.2m0.0%
LPL Financial LLC735,098$37.0m0.0%
ENVESTNET ASSET MANAGEMENT INC313,014$15.7m0.0%
Garrett Wealth Advisory Group, LLC279,990$14.1m2.2%
&PARTNERS267,880$13.5m0.1%
Farther Finance Advisors, LLC208,495$10.5m0.1%
Sunflower Bank, N.A.196,868$9.9m2.4%
Tilson Financial Group, Inc.180,493$9.1m2.5%
Diversified Portfolios, Inc.150,334$7.6m0.5%
OSAIC HOLDINGS, INC.124,112$6.2m0.0%
Sanctuary Advisors, LLC105,711$5.3m0.0%
Rockefeller Capital Management L.P.97,400$4.9m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO86,721$4.4m0.0%
MML INVESTORS SERVICES, LLC70,973$3.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC68,417$3.4m0.0%
Summit Financial, LLC67,820$3.4m0.0%
Cambridge Investment Research Advisors, Inc.55,342$2.8m0.0%
Arkadios Wealth Advisors54,116$2.7m0.0%
Per Stirling Capital Management, LLC.53,927$2.7m0.3%
WEALTHSPAN PARTNERS, LLC53,492$2.7m0.8%
RAYMOND JAMES FINANCIAL INC50,358$2.5m0.0%
Rossby Financial, LCC47,335$2.4m0.4%
Stratos Investment Management, LLC45,800$2.3m0.1%
Valmark Advisers, Inc.45,634$2.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("EVSM"). EVSM price history · All 13F data

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