Vault-13

MORGAN STANLEY ETF TRUST EVIM

EATON VANCE INTE · ETP · CUSIP 61774R882

42 institutional holders +2 vs Q1 2026
5,601,9615.6m shares reported held*
$298.2mreported value*
9 new 22 added 7 reduced 7 sold out net bought ≈ $55.8m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $53.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 3Q1 24: 2Q2 24: 3Q3 24: 5Q4 24: 9Q1 25: 9Q2 25: 16Q3 25: 19Q4 25: 30Q1 26: 40Q2 26: 4242Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20233
Q1 20242
Q2 20243
Q3 20245
Q4 20249
Q1 20259
Q2 202516
Q3 202519
Q4 202530
Q1 202640
Q2 202642

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 4 bought or addedQ3 24: 1 cut or sold outQ4 24: 6 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 2 cut or sold outQ2 25: 11 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 6 cut or sold outQ4 25: 26 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 31 bought or addedQ1 26: 7 cut or sold outQ2 26: 31 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202441
Q4 202462
Q1 202572
Q2 2025113
Q3 2025126
Q4 2025264
Q1 2026317
Q2 20263114

Biggest buyers

LPL Financial LLC Added +305,966+306.0k
MORGAN STANLEY Added +139,220+139.2k
&PARTNERS Added +136,712+136.7k
ENVESTNET ASSET MANAGEMENT INC Added +127,881+127.9k
Crumly & Associates Inc. Added +59,558+59.6k
Rockefeller Capital Management L.P. New +57,800+57.8k
Elequin Capital, LP New +57,568+57.6k
OSAIC HOLDINGS, INC. Added +54,961+55.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +29,721+29.7k
Legacy Private Trust Co. Added +28,440+28.4k

Biggest sellers

SK Wealth Management, LLC Reduced -45,531-45.5k
RAYMOND JAMES FINANCIAL INC Reduced -27,986-28.0k
FLOW TRADERS U.S. LLC Sold out -18,527-18.5k
JANE STREET GROUP, LLC Reduced -14,726-14.7k
NewEdge Advisors, LLC Sold out -5,011-5.0k
TCFG Investment Advisors, LLC Sold out -4,400-4.4k
Private Advisor Group, LLC Reduced -3,715-3.7k
CLEAR INVESTMENT RESEARCH, LLC Sold out -2,626-2.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -1,826-1.8k
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -1,800-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 &PARTNERS 0.35% of their portfolio NASHVILLE, TN 1,589,8281.6m $84.8m $84.8m 0.35% Added +136.7k +136,712
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,475,2201.5m $78.6m $78.6m 0.02% Added +127.9k +127,881
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 563,243563.2k $30.0m $30.0m 0.00% Added +139.2k +139,220
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 388,734388.7k $20.7m $20.7m 0.00% Added +306.0k +305,966
5 FWG Holdings, LLC 3.99% of their portfolio WINTER PARK, FL 219,770219.8k $11.5m $11.5m 3.99% Added +23.4k +23,384
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 156,097156.1k $8.3m $8.3m 0.00% Reduced -28.0k -27,986
7 SK Wealth Management, LLC 1.45% of their portfolio PROVIDENCE, RI 122,772122.8k $6.5m $6.5m 1.45% Reduced -45.5k -45,531
8 Clear Trail Advisors, LLC 0.96% of their portfolio HOUSTON, TX 118,166118.2k $6.3m $6.3m 0.96% Added +26.7k +26,667
9 Legacy Private Trust Co. 0.35% of their portfolio NEENAH, WI 117,220117.2k $6.2m $6.2m 0.35% Added +28.4k +28,440
10 Spartan Wealth Advisory Services LLC 0.47% of their portfolio BINGHAM FARMS, MI 108,605108.6k $5.8m $5.8m 0.47% Added +9.4k +9,375
11 Coign Capital Advisors LLC 2.29% of their portfolio Draper, UT 95,44595.4k $5.1m $5.1m 2.29% Added +2.2k +2,154
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 88,11888.1k $4.7m $4.7m 0.01% Added +55.0k +54,961
13 Crumly & Associates Inc. 0.78% of their portfolio SPRINGFIELD, IL 76,53676.5k $4.1m $4.1m 0.78% Added +59.6k +59,558
14 Crusonia Wealth Advisors LLC 0.56% of their portfolio DENVER, CO 64,31864.3k $3.4m $3.4m 0.56% Added +4.1k +4,052
15 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 59,14859.1k $3.2m $3.2m 0.02% Added +21.4k +21,444
16 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 57,80057.8k $3.1m $3.1m 0.00% New
17 Elequin Capital, LP 0.10% of their portfolio NEW YORK, NY 57,56857.6k $3.1m $3.1m 0.10% New
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,69742.7k $2.3m $2.3m 0.00% Added +29.7k +29,721
19 Interchange Capital Partners, LLC 0.36% of their portfolio PITTSBURGH, PA 35,63735.6k $1.9m $1.9m 0.36% Added +28.1k +28,075
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,03234.0k $1.8m $1.8m 0.00% Reduced -14.7k -14,726
21 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 20,32420.3k $1.1m $1.1m 0.01% Added +10.4k +10,404
22 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,99014.0k $745.0k $745.0k 0.00% Added +8.3k +8,251
23 FSA Advisors, Inc. 0.25% of their portfolio TROY, MI 10,34010.3k $550.8k $550.8k 0.25% Reduced -599 -599
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 9,0539.1k $482.2k $482.2k 0.00% New
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,1838.2k $435.9k $435.9k 0.00% New
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,0688.1k $430.0k $430.0k 0.00% Added +4.3k +4,252
27 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,0008.0k $426.1k $426.1k 0.00% New
28 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 7,6257.6k $406.1k $406.1k 0.02% Unchanged
29 Miller Financial Services LLC 0.30% of their portfolio MARSHALL, MI 6,8606.9k $365.4k $365.4k 0.30% Added +1.6k +1,620
30 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 5,3605.4k $285.5k $285.5k 0.01% Unchanged
31 FIDUCIARY FINANCIAL ADVISORS 0.03% of their portfolio GRAND RAPIDS, MI 5,2005.2k $277.0k $277.0k 0.03% New
32 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,7764.8k $254.4k $254.4k 0.00% Reduced -3.7k -3,715
33 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,6524.7k $247.8k $247.8k 0.00% Reduced -1.8k -1,826
34 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,0004.0k $213.1k $213.1k 0.00% New
35 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,8043.8k $202.6k $202.6k 0.01% Reduced -1.8k -1,800
36 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,6313.6k $193.4k $193.4k 0.00% Added +1.1k +1,077
37 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,3832.4k $126.9k $126.9k 0.00% Added +107 +107
38 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,2342.2k $119.0k $119.0k 0.00% Added +900 +900
39 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,9512.0k $103.9k $103.9k 0.00% New
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 271271 $14.4k $14.4k 0.00% New
41 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 250250 $13.3k $13.3k 0.00% Unchanged
42 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5252 $2.8k $2.8k 0.00% First filing