Morgan Stanley ETF Trust (EVIM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow EVIM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 42

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$53.26

+1.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of EVIM (all 13F filers)

&partners1.6 MType not verified+137 K
Envestnet Asset Management1.5 MWealth adviser+128 K
Morgan Stanley563 KBank or trading desk+139 K
LPL Financial389 KWealth adviser+306 K
FWG Holdings220 KType not verified+23 K
Raymond James Financial156 KWealth adviser−28 K
SK Wealth Management123 KWealth adviser−46 K
Clear Trail Advisors118 KType not verified+27 K
Legacy Private Trust117 KWealth adviser+28 K
Spartan Wealth Advisory Services109 KWealth adviser+9,375

Filer	Type
&partners	Type not verified	1.6 M	+137 K	$84.8M
Envestnet Asset Management	Wealth adviser	1.5 M	+128 K	$78.6M
Morgan Stanley	Bank or trading desk	563 K	+139 K	$30.0M
LPL Financial	Wealth adviser	389 K	+306 K	$20.7M
FWG Holdings	Type not verified	220 K	+23 K	$11.5M
Raymond James Financial	Wealth adviser	156 K	−28 K	$8.3M
SK Wealth Management	Wealth adviser	123 K	−46 K	$6.5M
Clear Trail Advisors	Type not verified	118 K	+27 K	$6.3M
Legacy Private Trust	Wealth adviser	117 K	+28 K	$6.2M
Spartan Wealth Advisory Services	Wealth adviser	109 K	+9,375	$5.8M

&partners
Shares
1.6 M
Change
+137 K
See more
Type
Type not verified
Value
$84.8M
Envestnet Asset Management
Shares
1.5 M
Change
+128 K
See more
Type
Wealth adviser
Value
$78.6M
Morgan Stanley
Shares
563 K
Change
+139 K
See more
Type
Bank or trading desk
Value
$30.0M
LPL Financial
Shares
389 K
Change
+306 K
See more
Type
Wealth adviser
Value
$20.7M
FWG Holdings
Shares
220 K
Change
+23 K
See more
Type
Type not verified
Value
$11.5M
Raymond James Financial
Shares
156 K
Change
−28 K
See more
Type
Wealth adviser
Value
$8.3M
SK Wealth Management
Shares
123 K
Change
−46 K
See more
Type
Wealth adviser
Value
$6.5M
Clear Trail Advisors
Shares
118 K
Change
+27 K
See more
Type
Type not verified
Value
$6.3M
Legacy Private Trust
Shares
117 K
Change
+28 K
See more
Type
Wealth adviser
Value
$6.2M
Spartan Wealth Advisory Services
Shares
109 K
Change
+9,375
See more
Type
Wealth adviser
Value
$5.8M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗