Who Owns MORGAN STANLEY ETF TRUST (EVTR)? -- Institutional Holders (2026-06-30)

96 institutions reported holding $722.8M of MORGAN STANLEY ETF TRUST (EVTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prodigy Asset Management LLC ($115.4M), ENVESTNET ASSET MANAGEMENT INC ($107.6M), Provenance Wealth Advisors, LLC ($71.4M), ALPS ADVISORS INC ($70.0M), Retirement Management Systems Inc. ($27.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Prodigy Asset Management LLC$115.4M2.3MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$107.6M2.1MAdded
3Provenance Wealth Advisors, LLC$71.4M1.4MAdded
4ALPS ADVISORS INC$70.0M1.4MAdded
5Retirement Management Systems Inc.$27.1M534,941Added
6Quadcap Wealth Management, LLC$24.2M476,939Added
7Spire Wealth Management$24.0M472,603Trimmed
8Coign Capital Advisors LLC$18.0M355,309Added
9D.A. DAVIDSON & CO.$17.0M336,009Added
10Clear Trail Advisors, LLC$16.2M318,612Added
11COMMONWEALTH EQUITY SERVICES, LLC$14.7M290,265Added
12Stonehearth Capital Management, LLC$14.3M282,092New
13Bouvel Investment Partners, LLC$14.2M280,957Added
14Madrid Wealth Management, LLC$14.1M277,622Added
15Private Advisor Group, LLC$10.6M208,049Added
16Systelligence, LLC$9.7M192,248Trimmed
17OPPENHEIMER & CO INC$9.5M187,205Added
18Focus Financial Network, Inc.$8.2M160,768Added
19CREATIVE FINANCIAL DESIGNS INC /ADV$6.9M135,946Added
20OAK FAMILY ADVISORS, LLC$6.6M130,871Added
21PRINCIPAL SECURITIES, INC.$6.5M127,959Added
22VICTORY FINANCIAL GROUP, LLC$6.5M127,350Trimmed
23Wall Street Financial Group, Inc.$6.4M126,733Trimmed
24DRIVE WEALTH MANAGEMENT, LLC$6.4M124,763Added
25Blueprint Investment Partners LLC$5.5M108,565Trimmed

Source: SEC Form 13F filings · as of 2026-06-30