EVMOMORGAN STANLEY ETF TRUST
CUSIP 61774R767 · Yahoo Finance ↗ · Google Finance ↗
Morgan Stanley Etf Trust (EVMO) has 65 institutional holders in Filings Flow’s 13F database, together reporting 12.84M shares worth $627M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Bensler, LLC.
Institutional Holders
65
Q1 2026
Reported Value
$627M
Ticker
EVMO
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 5.65% | $8M | 167.3K | Q1 2026OLDER |
| American National Bank of Texas$105M AUM | 5.14% | $5M | 107.1K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 4.40% | $43M | 846.7K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 3.43% | $10M | 203.4K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 2.88% | $3M | 64.7K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 2.54% | $3M | 63.7K | Q3 2025OLDER |
| TBH Global Asset Management, LLC$497M AUM | 1.07% | $5M | 106.5K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.72% | $6M | 115.3K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.68% | $2M | 42.0K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.54% | $2M | 30.3K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.46% | $4M | 87.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.45% | $37M | 729.3K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.37% | $794,150 | 15.8K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 0.34% | $1M | 22.3K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.32% | $586,599 | 11.6K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.30% | $10M | 208.1K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.23% | $3M | 57.4K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.19% | $5M | 95.5K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.18% | $865,144 | 17.3K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.15% | $6M | 117.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.14% | $9M | 173.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.11% | $6M | 113.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.09% | $4M | 85.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $717,714 | 14.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $3M | 64.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $951,089 | 18.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $109M | 2.17M | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $974,058 | 19.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $238M | 4.69M | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $48,879 | 971 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 73.4K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $26M | 524.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $501,730 | 10.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 101.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $482,166 | 9.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 75.1K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $1M | 22.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 73.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19M | 370.8K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $228,302 | 4.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21M | 413.1K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $17,109 | 340 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $457,460 | 9.1K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $15,232 | 305 | Q2 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $209,663 | 4.2K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $6,405 | 127 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $694,593 | 13.8K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,946 | 118 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 27.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 106.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $268,111 | 5.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $350,072 | 7.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $493,690 | 9.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $164,452 | 3.2K | Q4 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $2,617 | 52 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 75.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 55.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $520,208 | 10.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $155,559 | 3.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 35.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $36,699 | 726 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $208,825 | 4.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $7,447 | 148 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $62,000 | 1.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $809 | 16 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7,103 | 140 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.