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Morgan Stanley ETF Trust

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mariner, LLC
INCREASED
Shares11,538 from 11,536
Change+2 (+0%)
Value$857.1K (+$37.5K)
Filed 2025-11-14
Harbour Investments, Inc.
INCREASED
Shares5,798 from 4,226
Change+1,572 (+37%)
Value$428.5K (+$128.3K)
Filed 2025-11-12
Arbor Investment Advisors, LLC
DECREASED
Shares3,114 from 3,277
Change-163 (-5%)
Value$231.3K (-$1.5K)
Filed 2025-10-21
Journey Strategic Wealth LLC
UNCHANGED
Shares2,867 from 2,867
Change0 (0%)
Value$213.0K (+$9.3K)
Filed 2025-11-12
Ritter Daniher Financial Advisory LLC / de
DECREASED
Shares2,616 from 2,716
Change-100 (-4%)
Value$194.3K (+$1.4K)
Filed 2025-11-03
Rossby Financial, LCC
INCREASED
Shares1,334 from 1,330
Change+4 (+0%)
Value$99.3K (+$4.8K)
Filed 2025-11-10
Principal Securities, Inc.
NEW
Shares437
Change+437
Value$32.5K
Filed 2025-11-12
Osaic Holdings, Inc.
NEW
Shares43
Change+43
Value$3.2K
Filed 2025-11-14
Allworth Financial LP
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.0K (+$133)
Filed 2025-12-02
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$22.7K)
Filed 2025-11-06
UBS Group AG
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$22.0K)
Filed 2025-11-13
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$71)
Filed 2025-11-13
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Mariner, LLC
INCREASED11,53811,536+2+0%$819.6K$857.1K+$37.5K2025-11-14
Harbour Investments, Inc.
INCREASED5,7984,226+1,572+37%$300.3K$428.5K+$128.3K2025-11-12
Arbor Investment Advisors, LLC
DECREASED3,1143,277-163-5%$232.8K$231.3K-$1.5K2025-10-21
Journey Strategic Wealth LLC
UNCHANGED2,8672,86700%$203.7K$213.0K+$9.3K2025-11-12
Ritter Daniher Financial Advisory LLC / de
DECREASED2,6162,716-100-4%$193.0K$194.3K+$1.4K2025-11-03
Rossby Financial, LCC
INCREASED1,3341,330+4+0%$94.5K$99.3K+$4.8K2025-11-10
Principal Securities, Inc.
NEW437—+437——$32.5K—2025-11-12
Osaic Holdings, Inc.
NEW43—+43——$3.2K—2025-11-14
Allworth Financial LP
UNCHANGED414100%$2.9K$3.0K+$1332025-12-02
Ameritas Advisory Services, LLC
CLOSED0320-320-100%$22.7K$0-$22.7K2025-11-06
UBS Group AG
CLOSED0309-309-100%$22.0K$0-$22.0K2025-11-13
FMR LLC
CLOSED01-1-100%$71$0-$712025-11-13
Proequities, Inc.
N/A—00—$0———
Showing 13 of 13 institutions