MORGAN STANLEY ETF TRUST
CUSIP 61774R825
Morgan Stanley Etf Trust has 4 institutional holders in Filings Flow’s 13F database, together reporting 14.86M shares worth $745M as of Q1 2026. The largest reported holders are Morgan Stanley, Ameriprise Financial Inc, and Lpl Financial LLC.
Institutional Holders
4
Q1 2026
Reported Value
$3M
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 |
|---|---|---|---|---|
| Blue Water Asset Management$289M AUM | 5.79% | $17M | 329.2K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 5.79% | $17M | 329.2K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 5.06% | $17M | 331.2K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 4.07% | $15M | 299.0K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 2.56% | $13M | 260.2K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 2.32% | $7M | 129.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.91% | $17M | 339.0K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 1.61% | $4M | 83.8K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 1.13% | $7M | 133.5K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 1.06% | $11M | 218.9K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.98% | $5M | 98.6K | Q1 2026OLDER |
| SAM Advisors, LLC$319M AUM | 0.63% | $2M | 39.7K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.53% | $3M | 50.7K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.50% | $2M | 44.8K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.45% | $2M | 38.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.43% | $7M | 139.4K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.37% | $2M | 43.5K | Q1 2026OLDER |
| NorthLanding Financial Partners, LLC$124M AUM | 0.36% | $444,807 | 8.7K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.32% | $376,986 | 7.4K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.29% | $3M | 54.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.26% | $7M | 129.6K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.24% | $2M | 44.9K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.21% | $492,483 | 9.7K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.21% | $747,341 | 14.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.19% | $8M | 159.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.15% | $8M | 147.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.15% | $2M | 37.1K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.14% | $411,901 | 8.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.11% | $18M | 362.1K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 0.11% | $222,302 | 4.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 53.0K | Q2 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.07% | $142,938 | 2.8K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.07% | $288,983 | 5.7K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.06% | $243,676 | 4.8K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.05% | $499,722 | 9.8K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.05% | $76,805 | 1.5K | Q4 2025OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.05% | $271,266 | 5.3K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $5M | 107.3K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.04% | $570,936 | 11.2K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.03% | $58,173 | 1.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 82.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $17M | 337.6K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.03% | $58,480 | 1.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $554,648 | 10.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 123.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $450,677 | 8.9K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $302M | 5.87M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 62.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $74M | 1.45M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $616,498 | 12.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $336,204 | 6.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $51M | 1.01M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $281,310 | 5.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 90.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 186.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 127.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $25M | 481.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $589,681 | 11.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 66.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $287,871 | 5.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $302,882 | 6.0K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 359.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 58.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $950,576 | 18.5K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $160,003 | 3.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $178,295 | 3.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $325,303 | 6.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 26.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 129.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $109,982 | 2.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $56,034 | 1.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $530,459 | 10.3K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $934,166 | 18.2K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $25,470 | 500 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $26,540 | 521 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $748,309 | 14.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $20,121 | 395 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $80,383 | 1.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $35,718 | 700 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10,906 | 212 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $23 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.