Who Owns MORGAN STANLEY ETF TRUST (EVIM)? -- Institutional Holders (2026-06-30)
49 institutions reported holding $298.0M of MORGAN STANLEY ETF TRUST (EVIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: &PARTNERS ($84.8M), ENVESTNET ASSET MANAGEMENT INC ($78.6M), MORGAN STANLEY ($30.0M), LPL Financial LLC ($20.7M), FWG Holdings, LLC ($11.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | &PARTNERS | $84.8M | 1.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $78.6M | 1.5M | Added |
| 3 | MORGAN STANLEY | $30.0M | 563,243 | Added |
| 4 | LPL Financial LLC | $20.7M | 388,734 | Added |
| 5 | FWG Holdings, LLC | $11.5M | 219,770 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $8.3M | 156,097 | Trimmed |
| 7 | SK Wealth Management, LLC | $6.5M | 122,772 | Trimmed |
| 8 | Clear Trail Advisors, LLC | $6.3M | 118,166 | Added |
| 9 | Legacy Private Trust Co. | $6.2M | 117,220 | Added |
| 10 | Spartan Wealth Advisory Services LLC | $5.8M | 108,605 | Added |
| 11 | Coign Capital Advisors LLC | $5.1M | 95,445 | Added |
| 12 | OSAIC HOLDINGS, INC. | $4.7M | 88,118 | Added |
| 13 | Crumly & Associates Inc. | $4.1M | 76,536 | Added |
| 14 | Crusonia Wealth Advisors LLC | $3.4M | 64,318 | Added |
| 15 | Integrated Wealth Concepts LLC | $3.2M | 59,148 | Added |
| 16 | Rockefeller Capital Management L.P. | $3.1M | 57,800 | New |
| 17 | Elequin Capital, LP | $3.1M | 57,568 | New |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 42,697 | Added |
| 19 | Interchange Capital Partners, LLC | $1.9M | 35,637 | Added |
| 20 | JANE STREET GROUP, LLC | $1.8M | 34,032 | Trimmed |
| 21 | Sanctuary Advisors, LLC | $1.1M | 20,324 | Added |
| 22 | Janney Montgomery Scott LLC | $745,000 | 13,990 | Added |
| 23 | FSA Advisors, Inc. | $550,760 | 10,340 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $482,208 | 9,053 | New |
| 25 | CITADEL ADVISORS LLC | $435,867 | 8,183 | New |
Source: SEC Form 13F filings · as of 2026-06-30