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Disclosery

EVLN MORGAN STANLEY ETF TRUST

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EATON VANCE FLTG (fund)

51 managers (51 13F filers) reported a position in EVLN shares at 2026-06-30, 25,099,086 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
26
Reduced
12
Sold out
5
Shares held by filers
25,099,086

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TEXAS PERMANENT SCHOOL FUND CORP15,008,187$728M32.27%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,416,476$360M0.02%+1,065,92713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC605,610$29.4M0.01%+86613F-HRTimelineGroup
LPL Financial LLC404,212$19.6M<0.01%+3,08613F-HRTimeline
Spartan Wealth Advisory Services LLC211,283$10.2M0.84%+3,69513F-HRTimeline
Eldridge Investment Advisors, Inc.173,999$8.44M1.67%-5,58213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP147,526$7.16M0.01%+35213F-HR/ATimelineGroup
CENTRAL TRUST Co115,872$5.62M0.1%+15,29413F-HRTimeline
Founders Financial Alliance, LLC110,537$5.36M0.71%-3,70013F-HRTimeline
Obermeyer Wealth Partners103,567$5.02M0.21%-15,30013F-HRTimeline
Perennial Advisors, LLC98,238$4.77M0.73%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC95,726$4.64M1.6%new13F-HRTimeline
Impact Partnership Wealth, LLC62,843$3.05M0.3%+14,39213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV47,233$2.29M0.11%new13F-HRTimeline
Western Wealth Management, LLC44,646$2.17M0.07%+2,57113F-HRTimeline
Visionary Wealth Advisors35,134$1.7M0.07%+74013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,221$1.66M<0.01%new13F-HRTimelineGroup
QTR Family Wealth, LLC32,014$1.55M0.54%-6,67913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,130$1.46M<0.01%+14,15213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC25,950$1.26M0.06%+28113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,853$1.21M<0.01%+41113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,981$1.16M0.01%+10013F-HRTimelineGroup
Riverview Capital Advisers, LLC21,013$1.02M0.29%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,251$982K<0.01%-1,98213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,074$881K<0.01%+1,22613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,422$845K<0.01%+61413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,728$814K<0.01%-1,22713F-HRTimeline
WEALTHSPAN PARTNERS, LLC15,162$735K0.23%+20713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,982$727K<0.01%+94313F-HRTimelineGroup
Dynamic Financial Group13,524$656K0.5%+36813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,874$576K0.01%+2,15413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,393$553K<0.01%-13,27313F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,041$536K0.02%-14413F-HRTimeline
Blue Water Asset Management9,860$478K0.15%+16213F-HRTimeline
Next Level Private LLC9,123$442K0.09%+15013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,845$381K<0.01%-2,05513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,974$338K<0.01%new13F-HRTimelineGroup
Bill Few Associates, Inc.6,732$327K0.07%-10613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,653$323K<0.01%013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,244$254K0.01%-10713F-HRTimeline
Fortitude Advisory Group L.L.C.4,891$237K0.09%-42513F-HRTimeline
Mariner, LLCin group Mariner, LLC4,478$217K<0.01%new13F-HRTimelineGroup
WNY Asset Management, LLC4,381$213K0.02%+7213F-HRTimeline
Creative Planningin group Creative Planning4,259$207K<0.01%+7013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,804$136K<0.01%+1313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO791$38.4K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…735$35.7K<0.01%+49013F-HRTimelineGroup
Steward Partners Investment Advisory, L…285$13.8K<0.01%+2513F-HRTimeline
Continuum Advisory, LLC224$10.9K<0.01%new13F-HRTimeline
IFP Advisors, Inc100$4.85K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5$243<0.01%new13F-HRTimelineGroup