Morgan Stanley ETF Trust (EVSM): 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.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 105

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$50.31

+0.2% 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 EVSM (all 13F filers)

Morgan Stanley3.5 MBank or trading desk+31 K
Ameriprise Financial898 KWealth adviser+62 K
LPL Financial735 KWealth adviser+192 K
Envestnet Asset Management313 KWealth adviser+26 K
Garrett Wealth Advisory Group280 KWealth adviser+23 K
&partners268 KType not verified+24 K
Farther Finance Advisors208 KType not verified+49 K
Sunflower Bank, N.A197 KBank or trading desk−2,652
Tilson Financial Group180 KType not verified+1,180
Diversified Portfolios150 KType not verified+69 K

Filer	Type
Morgan Stanley	Bank or trading desk	3.5 M	+31 K	$179M
Ameriprise Financial	Wealth adviser	898 K	+62 K	$45.2M
LPL Financial	Wealth adviser	735 K	+192 K	$37.0M
Envestnet Asset Management	Wealth adviser	313 K	+26 K	$15.7M
Garrett Wealth Advisory Group	Wealth adviser	280 K	+23 K	$14.1M
&partners	Type not verified	268 K	+24 K	$13.5M
Farther Finance Advisors	Type not verified	208 K	+49 K	$10.5M
Sunflower Bank, N.A	Bank or trading desk	197 K	−2,652	$9.9M
Tilson Financial Group	Type not verified	180 K	+1,180	$9.1M
Diversified Portfolios	Type not verified	150 K	+69 K	$7.6M

Morgan Stanley
Shares
3.5 M
Change
+31 K
See more
Type
Bank or trading desk
Value
$179M
Ameriprise Financial
Shares
898 K
Change
+62 K
See more
Type
Wealth adviser
Value
$45.2M
LPL Financial
Shares
735 K
Change
+192 K
See more
Type
Wealth adviser
Value
$37.0M
Envestnet Asset Management
Shares
313 K
Change
+26 K
See more
Type
Wealth adviser
Value
$15.7M
Garrett Wealth Advisory Group
Shares
280 K
Change
+23 K
See more
Type
Wealth adviser
Value
$14.1M
&partners
Shares
268 K
Change
+24 K
See more
Type
Type not verified
Value
$13.5M
Farther Finance Advisors
Shares
208 K
Change
+49 K
See more
Type
Type not verified
Value
$10.5M
Sunflower Bank, N.A
Shares
197 K
Change
−2,652
See more
Type
Bank or trading desk
Value
$9.9M
Tilson Financial Group
Shares
180 K
Change
+1,180
See more
Type
Type not verified
Value
$9.1M
Diversified Portfolios
Shares
150 K
Change
+69 K
See more
Type
Type not verified
Value
$7.6M

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 ↗