MORGAN STANLEY ETF TRUST
CUSIP 61774R817
Morgan Stanley Etf Trust has 63 institutional holders in Filings Flow’s 13F database, together reporting 10.12M shares worth $475M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Ubs Group AG.
Institutional Holders
63
Q1 2026
Reported Value
$475M
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 |
|---|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 3.78% | $12M | 235.7K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 2.66% | $7M | 141.0K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 1.90% | $13M | 260.4K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.82% | $2M | 39.2K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.66% | $867,666 | 17.5K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.59% | $21M | 426.5K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.48% | $3M | 58.2K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.35% | $35M | 713.8K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.28% | $1M | 28.3K | Q2 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.25% | $293,143 | 5.9K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.23% | $3M | 51.3K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.22% | $255,550 | 5.1K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.14% | $418,882 | 8.4K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.13% | $7M | 149.0K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.12% | $4M | 79.8K | Q2 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.09% | $248,948 | 4.9K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.08% | $37M | 748.9K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.07% | $233,650 | 4.7K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.07% | $783,337 | 15.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.06% | $3M | 66.0K | Q2 2026 |
| Wealth Management Partners, LLC$350M AUM | 0.06% | $209,913 | 4.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 37.4K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.04% | $6M | 130.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 69.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $419,297 | 8.4K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.02% | $201,719 | 4.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $807,074 | 16.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $44M | 879.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $50M | 1.02M | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $837,506 | 16.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $37M | 738.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 58.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 261.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $46M | 917.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 113.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $157,281 | 3.2K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $422,756 | 8.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22M | 434.7K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 61.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $202,116 | 4.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $598,800 | 12.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $48M | 949.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $181,011 | 3.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $582,921 | 11.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $415,456 | 8.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $20M | 407.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 163.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $141,183 | 2.8K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $712,869 | 14.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $290,362 | 5.8K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $745,726 | 15.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $494,813 | 10.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 61.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $358,289 | 7.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $308,881 | 6.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $19,963 | 402 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 38.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 38.9K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $3,526 | 71 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 35.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $106,272 | 2.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $5,848 | 116 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,589 | 32 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20,340 | 410 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.