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

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 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 EVLN for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 51

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$48.51

+0.7% 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 EVLN (all 13F filers)

Texas Permanent School Fund15.0 MType not verified0
Morgan Stanley7.4 MBank or trading desk+1.1 M
Ameriprise Financial606 KWealth adviser+866
LPL Financial404 KWealth adviser+3,086
Spartan Wealth Advisory Services211 KWealth adviser+3,695
Eldridge Investment Advisors174 KType not verified−5,582
Corient Private Wealth148 KWealth adviser+352
Central Trust116 KWealth adviser+15 K
Founders Financial Alliance111 KType not verified−3,700
Obermeyer Wealth Partners104 KWealth adviser−15 K

Filer	Type
Texas Permanent School Fund	Type not verified	15.0 M	0	$728M
Morgan Stanley	Bank or trading desk	7.4 M	+1.1 M	$360M
Ameriprise Financial	Wealth adviser	606 K	+866	$29.4M
LPL Financial	Wealth adviser	404 K	+3,086	$19.6M
Spartan Wealth Advisory Services	Wealth adviser	211 K	+3,695	$10.2M
Eldridge Investment Advisors	Type not verified	174 K	−5,582	$8.4M
Corient Private Wealth	Wealth adviser	148 K	+352	$7.2M
Central Trust	Wealth adviser	116 K	+15 K	$5.6M
Founders Financial Alliance	Type not verified	111 K	−3,700	$5.4M
Obermeyer Wealth Partners	Wealth adviser	104 K	−15 K	$5.0M

Texas Permanent School Fund
Shares
15.0 M
Change
0
See more
Type
Type not verified
Value
$728M
Morgan Stanley
Shares
7.4 M
Change
+1.1 M
See more
Type
Bank or trading desk
Value
$360M
Ameriprise Financial
Shares
606 K
Change
+866
See more
Type
Wealth adviser
Value
$29.4M
LPL Financial
Shares
404 K
Change
+3,086
See more
Type
Wealth adviser
Value
$19.6M
Spartan Wealth Advisory Services
Shares
211 K
Change
+3,695
See more
Type
Wealth adviser
Value
$10.2M
Eldridge Investment Advisors
Shares
174 K
Change
−5,582
See more
Type
Type not verified
Value
$8.4M
Corient Private Wealth
Shares
148 K
Change
+352
See more
Type
Wealth adviser
Value
$7.2M
Central Trust
Shares
116 K
Change
+15 K
See more
Type
Wealth adviser
Value
$5.6M
Founders Financial Alliance
Shares
111 K
Change
−3,700
See more
Type
Type not verified
Value
$5.4M
Obermeyer Wealth Partners
Shares
104 K
Change
−15 K
See more
Type
Wealth adviser
Value
$5.0M

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 ↗