MORGAN STANLEY ETF TRUST
CUSIP 61774R106
Morgan Stanley Etf Trust has 3 institutional holders in Filings Flow’s 13F database, together reporting 3.94M shares worth $281M as of Q1 2026. The largest reported holders are Commonwealth Equity Services, LLC, Wealthspire Advisors, LLC, and Ameriprise Financial Inc.
Institutional Holders
3
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LongView Asset Management LLC$143M AUM | 6.70% | $10M | 134.8K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 5.45% | $27M | 360.7K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 3.52% | $7M | 91.5K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 1.20% | $2M | 66.1K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 1.13% | $9M | 119.7K | Q4 2025OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.08% | $2M | 21.7K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.76% | $2M | 32.2K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.71% | $2M | 19.3K | Q2 2026 |
| Plum Street Advisors, LLC$289M AUM | 0.40% | $1M | 15.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.36% | $9M | 126.9K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.35% | $3M | 32.5K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.30% | $8M | 105.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.28% | $18M | 241.1K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.26% | $685,612 | 9.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.26% | $33M | 451.1K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.25% | $884,944 | 12.2K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.20% | $598,064 | 7.0K | Q2 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.10% | $2M | 25.7K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.09% | $205,422 | 2.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.09% | $5M | 62.4K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 0.09% | $239,732 | 3.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.08% | $57M | 790.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.08% | $4M | 60.7K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.06% | $571,354 | 7.9K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.06% | $12M | 171.1K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.05% | $259,455 | 3.6K | Q1 2026OLDER |
| Timmons Wealth Management, LLC$106M AUM | 0.04% | $46,319 | 637 | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.04% | $290,760 | 4.0K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.04% | $393,180 | 5.4K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.04% | $372,537 | 5.1K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $28,785 | 396 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.02% | $155,636 | 2.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $402,245 | 5.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $906,389 | 12.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $378,206 | 5.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 19.3K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.01% | $89,732 | 1.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 30.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.01% | $97,405 | 1.3K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $451,332 | 6.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $6M | 88.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $116,013 | 1.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $293,086 | 4.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $27M | 368.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 14.7K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $67,925 | 799 | Q2 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.00% | $212,327 | 2.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 16.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 14.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 51.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 27.2K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $215,962 | 3.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $373,118 | 5.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $58,515 | 805 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 85.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 200.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $50,535 | 721 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $8,214 | 113 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $681,033 | 9.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $904,294 | 12.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 75.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 17.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $38,891 | 570 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $536,252 | 7.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $519,224 | 7.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $352,757 | 4.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $8,723 | 120 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $4,221 | 62 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 19.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,472 | 34 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 23.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $338,808 | 4.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $268,915 | 3.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $8,627 | 121 | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $3,635 | 50 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,795 | 121 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $27,000 | 367 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $28,164 | 395 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20,952 | 288 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,661 | 39 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,822 | 26 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.