EVTR — Morgan Stanley ETF Trust Institutional Holders · Q3 2026
Who owns Morgan Stanley ETF Trust (EVTR)? 5 institutions reported holding $5.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Baker Tilly Wealth Management, LLC ($3.2M), Investment Partners Asset Management, Inc. ($1.5M), Breakwater Capital Group ($417,238).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BAKER TILLY WEALTH MANAGEMENT, LLC | $3.2M | 66,524 | Added |
| 2 | Investment Partners Asset Management, Inc. | $1.5M | 31,533 | Added |
| 3 | Breakwater Capital Group | $417,238 | 8,658 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $280,743 | 5,826 | Added |
| 5 | TOMPKINS FINANCIAL CORP | $24,577 | 510 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30