MORGAN STANLEY ETF TRUST
CUSIP 61774R205
Morgan Stanley Etf Trust has 1 institutional holders in Filings Flow’s 13F database, together reporting 6.56M shares worth $506M as of Q1 2026. The largest reported holders are State Insurance Fund, Wealthspire Advisors, LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
1
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 |
|---|---|---|---|---|
| State Insurance Fund$216M AUM | 100.00% | $216M | 2.70M | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 5.81% | $8M | 97.7K | Q1 2026OLDER |
| LongView Asset Management LLC$143M AUM | 5.57% | $8M | 94.8K | Q4 2025OLDER |
| Sound Portfolio Advisors, LLC$123M AUM | 4.47% | $5M | 68.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 3.62% | $18M | 219.2K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 3.59% | $7M | 84.8K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 3.10% | $23M | 277.9K | Q4 2025OLDER |
| Riverwater Partners LLC$300M AUM | 1.56% | $5M | 58.3K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 1.05% | $10M | 115.6K | Q4 2025OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.99% | $4M | 44.1K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.84% | $1M | 15.0K | Q1 2026OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 0.76% | $1M | 55.6K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.55% | $5M | 61.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.48% | $62M | 769.4K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 0.48% | $2M | 27.4K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 0.29% | $794,275 | 9.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.26% | $596,463 | 7.5K | Q1 2026OLDER |
| Kondo Wealth Advisors, Inc.$266M AUM | 0.24% | $644,483 | 8.1K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.24% | $2M | 22.1K | Q2 2026 |
| First Pacific Financial$777M AUM | 0.22% | $2M | 21.5K | Q1 2026OLDER |
| RW Investment Management LLC$1.0B AUM | 0.16% | $2M | 20.5K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.16% | $177,013 | 2.2K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.15% | $419,865 | 5.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.13% | $276,607 | 3.5K | Q1 2026OLDER |
| Conrad Siegel Investment Advisors, Inc.$554M AUM | 0.10% | $554,392 | 6.9K | Q1 2026OLDER |
| TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM | 0.09% | $3M | 33.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.09% | $780,179 | 9.7K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.09% | $5M | 62.0K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.08% | $2M | 19.4K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.07% | $253,915 | 3.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $44M | 551.2K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.05% | $538,309 | 6.7K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $242,422 | 3.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.05% | $10M | 125.0K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.05% | $4M | 51.1K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.04% | $2M | 21.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $4M | 45.1K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.03% | $276,402 | 3.5K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.03% | $359,766 | 4.5K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.03% | $207,764 | 2.5K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $17M | 215.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $1M | 13.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $97,673 | 1.2K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.02% | $160,841 | 2.0K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $281,571 | 3.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 75.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $949,646 | 11.9K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.01% | $357,308 | 4.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 30.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $9M | 111.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $288,436 | 3.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 13.8K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $216,322 | 2.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 20.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $24M | 299.2K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $8,006 | 100 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $337,933 | 4.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 49.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 109.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 30.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 37.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $805,327 | 10.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $64,677 | 790 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $771,525 | 9.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $16,848 | 200 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $581,236 | 7.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,548 | 65 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,190 | 250 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 20.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $26,420 | 330 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $531,038 | 6.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $4,804 | 60 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $477,640 | 5.7K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $279,329 | 3.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $304,228 | 3.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,370 | 40 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $230,996 | 2.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $33,000 | 414 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $28,631 | 358 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7,925 | 102 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.