Who Owns MORGAN STANLEY ETF TRUST (EVSM)? -- Institutional Holders (2026-03-31)
99 institutions reported holding $411.6M of MORGAN STANLEY ETF TRUST (EVSM) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($176.6M), AMERIPRISE FINANCIAL INC ($42.0M), LPL Financial LLC ($27.3M), ENVESTNET ASSET MANAGEMENT INC ($14.4M), Garrett Wealth Advisory Group, LLC ($12.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $176.6M | 3.5M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $42.0M | 835,804 | Added |
| 3 | LPL Financial LLC | $27.3M | 543,001 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 287,303 | Added |
| 5 | Garrett Wealth Advisory Group, LLC | $12.9M | 256,680 | Added |
| 6 | &PARTNERS | $12.3M | 243,867 | Added |
| 7 | Sunflower Bank, N.A. | $10.0M | 199,520 | Added |
| 8 | Tilson Financial Group, Inc. | $9.0M | 179,313 | Added |
| 9 | Farther Finance Advisors, LLC | $8.0M | 159,336 | Added |
| 10 | Sanctuary Advisors, LLC | $5.6M | 111,715 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $5.4M | 107,318 | Added |
| 12 | Diversified Portfolios, Inc. | $4.1M | 81,241 | Added |
| 13 | Summit Financial, LLC | $3.8M | 75,351 | Added |
| 14 | Oasis Advisors, LLC | $3.5M | 834,792 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 59,551 | Added |
| 16 | WEALTHSPAN PARTNERS, LLC | $2.9M | 58,396 | Added |
| 17 | Elequin Capital, LP | $2.8M | 56,315 | New |
| 18 | Arkadios Wealth Advisors | $2.7M | 54,223 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $2.6M | 52,008 | Trimmed |
| 20 | U.S. Capital Wealth Advisors, LLC | $2.5M | 49,017 | Added |
| 21 | FLOW TRADERS U.S. LLC | $2.3M | 46,012 | Trimmed |
| 22 | BESSEMER GROUP INC | $2.3M | 45,842 | New |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 44,214 | Added |
| 24 | Nemes Rush Group LLC | $2.2M | 44,019 | Added |
| 25 | Janney Montgomery Scott LLC | $2.1M | 41,656 | Added |
Source: SEC Form 13F filings · as of 2026-03-31