Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF include Atria Investments Llc, LPL Financial LLC, Wealthspan Partners, Llc, Arete Wealth Advisors, LLC, Orion Portfolio Solutions, LLC, Inspire Advisors, LLC, BridgePort Financial Solutions, LLC, Wealth Enhancement Advisory Services, Llc, Dynamic Advisor Solutions LLC, U.S. Capital Wealth Advisors, LLC, Diversified Portfolios, Inc., Montis Financial, LLC, FSA Advisors, Inc., Kestra Advisory Services, LLC, Comerica Bank, and AE Wealth Management LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 175,467 | 33.95 | 8,773 | 34.39 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 148,700 | 40.62 | 7,437 | 40.04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11,963 | 21.22 | 598 | 21.79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 69,120 | 3,456 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17,205 | 60.12 | 860 | 60.75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,083 | 138.61 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,689,554 | 8.55 | 134,478 | 8.90 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 4,807 | 240 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,542 | 352.31 | 127 | 353.57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13,199 | 41.94 | 1 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 42,255 | 2,113 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 6,997 | 350 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 5,163 | 258 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 730 | 36 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 45,407 | 203.22 | 2,270 | 203.88 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 12,790 | 15.23 | 640 | 15.55 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 7,635 | 382 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,992 | 300 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 9,455 | 0.57 | 473 | 0.85 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 615 | 0.82 | 31 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,007 | 897.03 | 50 | 900.00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 17,417 | 16.99 | 871 | 17.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 89,525 | 4,476 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5,040 | 252 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56,423 | 22.66 | 2,822 | 23.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,647 | 182 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4,034 | 202 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10,800 | 23.80 | 540 | 24.42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,820 | 458.57 | 391 | 465.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29,923 | 19.92 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 15,000 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,498 | 275 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,376 | 45.68 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 40,092 | 70.95 | 2,005 | 71.58 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14,904 | 743 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,926 | 23.50 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,050 | 302 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23,744 | 8.82 | 1,187 | 9.20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,776 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19,074 | 27.98 | 954 | 28.44 |
