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EVLN MORGAN STANLEY ETF TRUST

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EATON VANCE FLTG (fund)

21 managers (21 13F filers) reported a position in EVLN shares at 2024-12-31, 4,615,951 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
21
13F filers
21
New
6
Added
11
Reduced
2
Sold out
2
Shares held by filers
4,615,951

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,681,283$185M0.01%+1,956,20513F-HR/ATimelineGroup
Shorepoint Capital Partners LLC314,373$15.8M3.62%+73,66913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP169,662$8.55M0.01%+6,93313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,025$6.6M0.01%+126,52513F-HRTimelineGroup
LPL Financial LLC59,860$3.01M<0.01%+30,49613F-HRTimeline
Eldridge Investment Advisors, Inc.59,137$2.98M0.69%+34,85013F-HRTimeline
CENTRAL TRUST Co49,586$2.5M0.06%+49,33213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,656$2.05M<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance23,653$1.19M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,140$1.17M<0.01%+29013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,377$623K<0.01%+4,92413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,341$571K<0.01%-4,67313F-HR/ATimeline
Gladstone Institutional Advisory LLC8,439$425K0.02%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,532$379K0.02%-27,96813F-HRTimeline
FSC Wealth Advisors, LLC6,659$335K0.22%+43413F-HRTimeline
Bison Wealth, LLC6,300$317K0.07%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,473$276K<0.01%013F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC4,963$250K0.16%new13F-HRTimeline
Steward Partners Investment Advisory, L…260$13.1K<0.01%+3013F-HRTimeline
Laurel Wealth Advisors LLC232$11.7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.