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EVSM — Morgan Stanley ETF Trust Institutional Holders · Q3 2026

Who owns Morgan Stanley ETF Trust (EVSM)? 5 institutions reported holding $13.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($11.9M), Baker Tilly Wealth Management, LLC ($1.0M), Cooper Financial Group ($783,660).

RankInstitutionValueSharesChange
1Farther Finance Advisors, LLC$11.9M241,341Added
2BAKER TILLY WEALTH MANAGEMENT, LLC$1.0M21,213New
3Cooper Financial Group$783,66015,941New
4Whitaker-Myers Wealth Managers, LTD.$00Exited
5TITLEIST ASSET MANAGEMENT, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-09-30