Filing Research | MORGAN STANLEY ETF TRUST Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	Prodigy Asset Management LLC	Shares	2.3MSH	$115.4M
2	Provenance Wealth Advisors, LLC	Shares	1.4MSH	$71.4M
3	Retirement Management Systems Inc.	Shares	534.9KSH	$27.1M
4	Spire Wealth Management	Shares	472.6KSH	$24.0M
5	D.A. DAVIDSON & CO.	Shares	336.0KSH	$17.0M
6	Clear Trail Advisors, LLC	Shares	318.6KSH	$16.2M
7	Stonehearth Capital Management, LLC	Shares	282.1KSH	$14.3M
8	Bouvel Investment Partners, LLC	Shares	281.0KSH	$14.2M
9	Systelligence, LLC	Shares	192.2KSH	$9.7M
10	Focus Financial Network, Inc.	Shares	160.8KSH	$8.2M
11	OAK FAMILY ADVISORS, LLC	Shares	130.9KSH	$6.6M
12	Wall Street Financial Group, Inc.	Shares	126.7KSH	$6.4M
13	DRIVE WEALTH MANAGEMENT, LLC	Shares	124.8KSH	$6.4M
14	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	82.5KSH	$4.2M
15	IFP Advisors, Inc	Shares	79.6KSH	$4.0M
16	Advisory Resource Group	Shares	75.9KSH	$3.8M
17	FIFTH THIRD SECURITIES, INC.	Shares	67.0KSH	$3.4M
18	Merit Financial Group, LLC	Shares	58.7KSH	$3.0M
19	Wealthcare Advisory Partners LLC	Shares	53.6KSH	$2.7M
20	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	52.9KSH	$2.7M
21	Cornerstone Wealth Management, LLC	Shares	50.8KSH	$2.6M
22	Envestnet Portfolio Solutions, Inc.	Shares	36.6KSH	$1.9M
23	SeaCrest Wealth Management, LLC	Shares	33.0KSH	$1.7M
24	Investment Partners Asset Management, Inc.	Shares	29.6KSH	$1.5M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.7KSH	$1.2M
26	INDEPENDENT FINANCIAL GROUP, LLC	Shares	22.0KSH	$1.1M
27	KPP Advisory Services LLC	Shares	19.6KSH	$995.6K
28	KWB Wealth	Shares	19.6KSH	$994.7K
29	Opal Wealth Advisors, LLC	Shares	19.3KSH	$980.1K
30	Prospera Financial Services Inc	Shares	17.3KSH	$879.0K
31	RFG Advisory, LLC	Shares	16.9KSH	$858.9K
32	FLAGSHIP HARBOR ADVISORS, LLC	Shares	13.7KSH	$696.8K
33	LVW Advisors, LLC	Shares	10.6KSH	$537.2K
34	Dynamic Advisor Solutions LLC	Shares	10.5KSH	$531.4K
35	PENNEY FINANCIAL, LLC	Shares	9.0KSH	$454.8K
36	Breakwater Capital Group	Shares	8.9KSH	$449.0K
37	STRATEGIC PLANNING GROUP, LLC	Shares	8.3KSH	$420.0K
38	Split Rock Private Trading & Wealth Management, LLC	Shares	7.6KSH	$384.9K
39	MARINO, STRAM & ASSOCIATES LLC	Shares	6.7KSH	$341.8K
40	Tiller Private Wealth, Inc.	Shares	6.4KSH	$324.6K
41	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	6.3KSH	$320.1K
42	Farther Finance Advisors, LLC	Shares	5.8KSH	$292.6K
43	TCFG Investment Advisors, LLC	Shares	5.2KSH	$266.0K
44	Barnes Dennig Private Wealth Management LLC	Shares	3.8KSH	$190.6K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$87.4K
46	Cape Investment Advisory, Inc.	Shares	1.1KSH	$55.8K
47	TOMPKINS FINANCIAL CORP	Shares	510SH	$25.9K
48	Triumph Capital Management	Shares	200SH	$10.1K
49	Investment Research & Advisory Group, Inc.	Shares	1SH	$54

Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	Stonehearth Capital Management, LLC new	Shares	+282.1K	+$14.3M	$14.3M
2	Focus Financial Network, Inc. added	Shares	+95.9K	+$4.9M	$8.2M
3	Retirement Management Systems Inc. added	Shares	+65.1K	+$3.3M	$27.1M
4	D.A. DAVIDSON & CO. added	Shares	+44.4K	+$2.2M	$17.0M
5	Clear Trail Advisors, LLC added	Shares	+29.9K	+$1.5M	$16.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+23.7K	+$1.2M	$1.2M
7	Bouvel Investment Partners, LLC added	Shares	+19.9K	+$997.9K	$14.2M
8	KWB Wealth new	Shares	+19.6K	+$994.7K	$994.7K
9	IFP Advisors, Inc added	Shares	+19.1K	+$966.1K	$4.0M
10	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+17.9K	+$906.5K	$2.7M
11	Prospera Financial Services Inc new	Shares	+17.3K	+$879.0K	$879.0K
12	Merit Financial Group, LLC added	Shares	+13.9K	+$704.9K	$3.0M
13	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+13.4K	+$675.3K	$6.4M
14	LVW Advisors, LLC new	Shares	+10.6K	+$537.2K	$537.2K
15	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+7.3K	+$368.1K	$696.8K
16	Tiller Private Wealth, Inc. new	Shares	+6.4K	+$324.6K	$324.6K
17	SeaCrest Wealth Management, LLC added	Shares	+5.3K	+$267.5K	$1.7M
18	TCFG Investment Advisors, LLC new	Shares	+5.2K	+$266.0K	$266.0K
19	Wealthcare Advisory Partners LLC added	Shares	+3.7K	+$183.6K	$2.7M
20	FIFTH THIRD SECURITIES, INC. added	Shares	+3.5K	+$177.0K	$3.4M
21	RFG Advisory, LLC added	Shares	+2.7K	+$136.6K	$858.9K
22	Envestnet Portfolio Solutions, Inc. added	Shares	+2.7K	+$134.7K	$1.9M
23	Provenance Wealth Advisors, LLC added	Shares	+3.5K	+$120.2K	$71.4M
24	KPP Advisory Services LLC added	Shares	+2.4K	+$119.6K	$995.6K
25	Investment Partners Asset Management, Inc. added	Shares	+1.2K	+$58.8K	$1.5M
26	Cape Investment Advisory, Inc. new	Shares	+1.1K	+$55.8K	$55.8K
27	Barnes Dennig Private Wealth Management LLC added	Shares	+496	+$25.0K	$190.6K
28	Breakwater Capital Group added	Shares	+304	+$15.1K	$449.0K
29	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+357	+$14.8K	$4.2M
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+204	+$10.1K	$87.4K
31	Cornerstone Wealth Management, LLC added	Shares	+160	+$6.1K	$2.6M
32	OAK FAMILY ADVISORS, LLC added	Shares	+194	+$4.6K	$6.6M
33	MARINO, STRAM & ASSOCIATES LLC added	Shares	+91	+$4.4K	$341.8K
34	Farther Finance Advisors, LLC added	Shares	+54	+$2.3K	$292.6K
35	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$1	$54
36	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$21	$25.9K
37	Triumph Capital Management unchanged	Shares	0	-$49	$10.1K
38	EAGLE ROCK INVESTMENT COMPANY, LLC unchanged	Shares	0	-$253	$320.1K
39	Opal Wealth Advisors, LLC unchanged	Shares	0	-$773	$980.1K
40	Holos Integrated Wealth LLC exited	Shares	-31	-$1.6K	$0
41	Princeton Global Asset Management LLC exited	Shares	-175	-$8.9K	$0
42	YANKCOM Partnership exited	Shares	-304	-$15.4K	$0
43	Spire Wealth Management trimmed	Shares	-2	-$19.0K	$24.0M
44	Dynamic Advisor Solutions LLC trimmed	Shares	-487	-$25.1K	$531.4K
45	Advisory Resource Group trimmed	Shares	-849	-$46.1K	$3.8M
46	STRATEGIC PLANNING GROUP, LLC trimmed	Shares	-1.5K	-$77.8K	$420.0K
47	Clarity Asset Management, Inc. exited	Shares	-3.0K	-$151.2K	$0
48	Centurion Wealth Management LLC exited	Shares	-4.0K	-$205.2K	$0
49	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-6.8K	-$343.4K	$1.1M
50	Split Rock Private Trading & Wealth Management, LLC trimmed	Shares	-7.7K	-$390.1K	$384.9K

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