12 institutions reported holding $12.4M of MORGAN STANLEY ETF TRUST (PAPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Water Asset Management ($5.7M), Private Advisor Group, LLC ($2.8M), OPPENHEIMER & CO INC ($736,172), LRI Investments, LLC ($667,500), FLAGSTAR ADVISORS INC ($565,617). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blue Water Asset Management | $5.7M | 213,607 | Added |
| 2 | Private Advisor Group, LLC | $2.8M | 103,212 | Added |
| 3 | OPPENHEIMER & CO INC | $736,172 | 27,572 | New |
| 4 | LRI Investments, LLC | $667,500 | 25,000 | Hold |
| 5 | FLAGSTAR ADVISORS INC | $565,617 | 21,024 | Added |
| 6 | NOTTINGHAM ADVISORS, INC. | $508,739 | 18,500 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $471,366 | 17,654 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $358,620 | 13,431 | Trimmed |
| 9 | AGH Wealth Advisors, LLC | $350,838 | 13,140 | Added |
| 10 | DAVENPORT & Co LLC | $321,735 | 12,050 | New |
| 11 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 12 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30