21 institutions reported holding $106.7M of MORGAN STANLEY ETF TRUST (PHEQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($80.3M), LPL Financial LLC ($7.8M), Convergence Financial, LLC ($6.1M), Wayfinding Financial, LLC ($4.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $80.3M | 2.5M | Trimmed |
| 2 | LPL Financial LLC | $7.8M | 242,705 | Added |
| 3 | Convergence Financial, LLC | $6.1M | 192,332 | Added |
| 4 | Wayfinding Financial, LLC | $4.2M | 132,063 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 65,430 | Trimmed |
| 6 | SHEETS SMITH WEALTH MANAGEMENT | $1.8M | 54,863 | Trimmed |
| 7 | Integrated Wealth Concepts LLC | $1.3M | 41,082 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $777,802 | 24,328 | Added |
| 9 | Savvy Advisors, Inc. | $720,136 | 22,534 | Added |
| 10 | JANE STREET GROUP, LLC | $592,229 | 18,532 | New |
| 11 | BANK OF AMERICA CORP /DE/ | $375,303 | 11,744 | New |
| 12 | SMITH, MOORE & CO. | $247,668 | 7,750 | Hold |
| 13 | CWM, LLC | $228,365 | 7,146 | New |
| 14 | FIFTH THIRD BANCORP | $58,578 | 1,833 | New |
| 15 | Farther Finance Advisors, LLC | $42,640 | 1,327 | Hold |
| 16 | Aptus Capital Advisors, LLC | $9,779 | 306 | New |
| 17 | CoreCap Advisors, LLC | $959 | 30 | Trimmed |
| 18 | UBS Group AG | $735 | 23 | New |
| 19 | FIDUCIENT ADVISORS LLC | $0 | 0 | Exited |
| 20 | Concurrent Investment Advisors, LLC | $0 | 0 | Exited |
| 21 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31