SEC 13F Intelligence

MORGAN STANLEY ETF TRUST

CUSIP 61774R882

Morgan Stanley Etf Trust has 40 institutional holders in Filings Flow’s 13F database, together reporting 4.56M shares worth $240M as of Q1 2026. The largest reported holders are &Partners, Envestnet Asset Management Inc, and Morgan Stanley.

Institutional Holders
40
Q1 2026
Reported Value
$240M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’23: 2Q4 ’23Q1 ’24: 1Q2 ’24: 2Q2 ’24Q3 ’24: 4Q4 ’24: 8Q4 ’24Q1 ’25: 8Q2 ’25: 16Q2 ’25Q3 ’25: 19Q4 ’25: 30Q4 ’25Q1 ’26: 40filingsflow.com
Total reported value
Q4 ’23: $467,608Q4 ’23Q1 ’24: $0Q2 ’24: $234,551Q2 ’24Q3 ’24: $21MQ4 ’24: $43MQ4 ’24Q1 ’25: $62MQ2 ’25: $133MQ2 ’25Q3 ’25: $159MQ4 ’25: $191MQ4 ’25Q1 ’26: $240Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
&PARTNERS$20.2B AUM0.38%$77M1.45MQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$71M1.35MQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$22M424.0KQ1 2026
FWG Holdings, LLC$265M AUM3.91%$10M196.4KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$10M184.1KQ1 2026
SK Wealth Management, LLC$360M AUM2.46%$9M168.3KQ1 2026
Spartan Wealth Advisory Services LLC$1.1B AUM0.46%$5M99.2KQ1 2026
Coign Capital Advisors LLC$190M AUM2.58%$5M93.3KQ1 2026
Clear Trail Advisors, LLC$601M AUM0.80%$5M91.5KQ1 2026
Legacy Private Trust Co.$1.6B AUM0.29%$5M88.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$4M82.8KQ1 2026
Crusonia Wealth Advisors LLC$485M AUM0.65%$3M60.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M48.8KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.02%$2M37.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M33.2KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.03%$974,00018.5KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$894,60016.9KQ4 2025OLDER
Crumly & Associates Inc.$522M AUM0.19%$892,10917.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$681,85013.0KQ1 2026
FSA Advisors, Inc.$152M AUM0.38%$574,79010.9KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$521,2689.9KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$446,1618.5KQ1 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$400,6567.6KQ1 2026
Interchange Capital Partners, LLC$317M AUM0.13%$397,3587.6KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$340,3866.5KQ1 2026
Benchmark Wealth Management, LLC$225M AUM0.14%$323,7336.3KQ2 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$302,0005.7KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.02%$294,4625.6KQ1 2026
Regal Investment Advisors LLC$1.7B AUM0.02%$281,6425.4KQ1 2026
Miller Financial Services LLC$91M AUM0.30%$275,3365.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$266,2525.0KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$263,3045.0KQ1 2026
Landmark Wealth Management, LLC$373M AUM0.10%$234,0004.6KQ2 2025OLDER
TCFG Investment Advisors, LLC$297M AUM0.09%$231,1984.4KQ1 2026
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.09%$231,1984.4KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$200,0003.8KQ1 2026
CLEAR INVESTMENT RESEARCH, LLC$64M AUM0.22%$137,9612.6KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$134,2002.6KQ1 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$119,5922.3KQ1 2026
COMERICA BANK$25.1B AUM0.00%$70,7951.3KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$70,0951.3KQ1 2026
Rossby Financial, LCC$489M AUM0.01%$44,475845Q1 2026
Clarity Asset Management, Inc.$198M AUM0.01%$25,824491Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$17,865340Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$13,136250Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$2,71251Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$1,62731Q3 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.