MORGAN STANLEY ETF TRUST
CUSIP 61774R833
Morgan Stanley Etf Trust has 4 institutional holders in Filings Flow’s 13F database, together reporting 24.49M shares worth $1.2B as of Q1 2026. The largest reported holders are Texas Permanent School Fund Corp, Morgan Stanley, and Ameriprise Financial Inc.
Institutional Holders
4
Q1 2026
Reported Value
$4M
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 |
|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 26.81% | $723M | 15.01M | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 3.98% | $20M | 403.3K | Q3 2025OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 1.90% | $9M | 179.6K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 1.17% | $3M | 60.7K | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.99% | $6M | 114.2K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.87% | $10M | 207.6K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.78% | $2M | 38.7K | Q1 2026OLDER |
| Dynamic Financial Group$122M AUM | 0.52% | $633,856 | 13.2K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 0.39% | $986,348 | 19.9K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.29% | $2M | 48.5K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.26% | $6M | 118.9K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.25% | $720,532 | 15.0K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.16% | $289,228 | 5.8K | Q3 2025OLDER |
| Blue Water Asset Management$289M AUM | 0.16% | $467,236 | 9.7K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.16% | $467,236 | 9.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.12% | $1M | 22.5K | Q4 2025OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.12% | $252,771 | 5.1K | Q3 2025OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.12% | $256,125 | 5.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.11% | $27M | 550.3K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.10% | $5M | 100.6K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.09% | $442,492 | 9.1K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.08% | $2M | 42.1K | Q2 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.07% | $2M | 34.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.07% | $1M | 25.7K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.07% | $326,536 | 6.7K | Q2 2026 |
| WNY Asset Management, LLC$967M AUM | 0.02% | $207,627 | 4.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $538,897 | 11.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $319M | 6.45M | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $4M | 83.4K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.01% | $257,811 | 5.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 23.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $7M | 147.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $29M | 604.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $216,039 | 4.5K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $14,752 | 297 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $19M | 401.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $468,301 | 9.7K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $320,542 | 6.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $676,376 | 14.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $372,068 | 7.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $867,965 | 18.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 24.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 22.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $816,397 | 16.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 102.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $136,149 | 2.8K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 61.6K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $346,306 | 7.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $134,482 | 2.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $38,110 | 791 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $476,982 | 9.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $769,820 | 16.0K | Q2 2026 |
| Creative Planning$147.4B AUM | 0.00% | $201,836 | 4.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $809,809 | 16.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $380,591 | 7.7K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,818 | 100 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $12,527 | 260 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $223,516 | 4.5K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,046 | 102 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $11,804 | 245 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,638 | 34 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $49 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.