MORGAN STANLEY ETF TRUST
CUSIP 61774R874
Morgan Stanley Etf Trust has 18 institutional holders in Filings Flow’s 13F database, together reporting 3.34M shares worth $107M as of Q1 2026. The largest reported holders are Morgan Stanley, Fiducient Advisors LLC, and Lpl Financial LLC.
Institutional Holders
18
Q1 2026
Reported Value
$107M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $80M | 2.51M | Q1 2026 |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.98% | $8M | 244.0K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 242.7K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.65% | $6M | 192.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 195.4K | Q2 2025OLDER |
| von Borstel & Associates, Inc.$437M AUM | 0.67% | $4M | 134.4K | Q3 2025OLDER |
| Wayfinding Financial, LLC$230M AUM | 1.83% | $4M | 132.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 65.4K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.20% | $2M | 54.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 41.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 39.3K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $777,802 | 24.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $720,136 | 22.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $592,229 | 18.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $375,303 | 11.7K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $247,668 | 7.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $228,365 | 7.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $216,055 | 6.6K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $92,206 | 2.8K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $58,578 | 1.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $42,640 | 1.3K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $9,779 | 306 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $959 | 30 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $735 | 23 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $31 | 1 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.