22 institutions reported holding $119.9M of MORGAN STANLEY ETF TRUST (PHEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($98.6M), LPL Financial LLC ($10.7M), Wayfinding Financial, LLC ($3.2M), SHEETS SMITH WEALTH MANAGEMENT ($1.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $98.6M | 2.9M | Added |
| 2 | LPL Financial LLC | $10.7M | 309,167 | Added |
| 3 | Wayfinding Financial, LLC | $3.2M | 93,892 | Trimmed |
| 4 | SHEETS SMITH WEALTH MANAGEMENT | $1.9M | 54,623 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 44,206 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $931,283 | 26,931 | Added |
| 7 | OLD MISSION CAPITAL LLC | $866,008 | 25,050 | New |
| 8 | Integrated Wealth Concepts LLC | $835,378 | 24,164 | Trimmed |
| 9 | Savvy Advisors, Inc. | $786,191 | 22,741 | Added |
| 10 | BLUEDOOR PRIVATE WEALTH, LLC | $405,002 | 11,715 | New |
| 11 | FIFTH THIRD BANCORP | $63,369 | 1,833 | Hold |
| 12 | Farther Finance Advisors, LLC | $40,345 | 1,167 | Trimmed |
| 13 | Regatta Research & Money Management | $37,262 | 1,078 | New |
| 14 | JONES FINANCIAL COMPANIES LLLP | $20,255 | 590 | New |
| 15 | Aptus Capital Advisors, LLC | $10,579 | 306 | Hold |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6,914 | 200 | New |
| 17 | UBS Group AG | $0 | 0 | Exited |
| 18 | SMITH, MOORE & CO. | $0 | 0 | Exited |
| 19 | Convergence Financial, LLC | $0 | 0 | Exited |
| 20 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 22 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30