Who Owns MORGAN STANLEY ETF TRUST (EVMO)? -- Institutional Holders (2026-06-30)
77 institutions reported holding $652.8M of MORGAN STANLEY ETF TRUST (EVMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($241.3M), LPL Financial LLC ($108.5M), Bensler, LLC ($47.1M), KESTRA PRIVATE WEALTH SERVICES, LLC ($36.0M), UBS Group AG ($32.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $241.3M | 4.8M | Added |
| 2 | LPL Financial LLC | $108.5M | 2.2M | Trimmed |
| 3 | Bensler, LLC | $47.1M | 941,741 | Added |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $36.0M | 719,818 | Trimmed |
| 5 | UBS Group AG | $32.0M | 641,079 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $22.3M | 446,019 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $18.1M | 362,106 | Trimmed |
| 8 | Hennion & Walsh Asset Management, Inc. | $10.4M | 208,147 | Added |
| 9 | Berkeley, Inc | $9.5M | 189,627 | Trimmed |
| 10 | Bleakley Financial Group, LLC | $9.0M | 179,602 | Added |
| 11 | CITADEL ADVISORS LLC | $8.4M | 168,275 | Added |
| 12 | Janney Montgomery Scott LLC | $7.2M | 143,930 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $6.8M | 135,667 | Added |
| 14 | Arax Advisory Partners | $6.1M | 122,788 | New |
| 15 | Brookwood Investment Group LLC | $5.8M | 115,283 | Trimmed |
| 16 | MGO ONE SEVEN LLC | $5.5M | 109,923 | Trimmed |
| 17 | American National Bank of Texas | $5.5M | 109,512 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 100,596 | Trimmed |
| 19 | HBW ADVISORY SERVICES LLC | $4.6M | 91,536 | Added |
| 20 | IFP Advisors, Inc | $4.5M | 89,610 | Added |
| 21 | Eagle Bay Advisors LLC | $4.4M | 88,419 | Added |
| 22 | Atria Investments, Inc | $4.4M | 88,590 | Added |
| 23 | NewEdge Advisors, LLC | $4.4M | 88,265 | Added |
| 24 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $3.9M | 84,161 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $3.3M | 66,657 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30