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Disclosery

EVLN MORGAN STANLEY ETF TRUST

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EATON VANCE FLTG (fund)

36 managers (36 13F filers) reported a position in EVLN shares at 2025-06-30, 25,430,776 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
10
Added
10
Reduced
12
Sold out
3
Shares held by filers
25,430,776

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP19,045,670$950M31.92%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY5,048,376$252M0.02%-502,56913F-HRTimelineGroup
Eldridge Investment Advisors, Inc.204,209$10.2M2.13%+111,37013F-HRTimeline
LPL Financial LLC196,221$9.78M<0.01%+85,36913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP143,970$7.18M0.01%-27,03213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,628$6.21M0.01%+4,03613F-HRTimelineGroup
Founders Financial Alliance, LLC117,786$5.87M1.34%new13F-HRTimeline
NorthCoast Asset Management LLC81,672$4.07M0.02%-31,52013F-HRTimeline
CENTRAL TRUST Co68,955$3.44M0.08%+7,65713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,932$2.19M<0.01%+12,67413F-HRTimeline
Gateway Wealth Partners, LLC41,806$2.08M0.4%-2,21213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,677$2.08M<0.01%new13F-HRTimelineGroup
Flagship Private Wealth, LLC28,655$1.43M0.61%new13F-HR/ATimeline
Visionary Wealth Advisors26,938$1.34M0.07%+5,37913F-HRTimeline
Next Level Private LLC23,567$1.18M0.38%-1,02013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,630$979K<0.01%+19,45613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,498$922K<0.01%-11,73613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,759$838K<0.01%+6,38013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,600$778K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,300$763K0.01%-2,70013F-HRTimelineGroup
Dynamic Financial Group13,635$680K0.66%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,145$655K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC12,835$640K0.12%new13F-HRTimeline
Gladstone Institutional Advisory LLC11,454$571K0.02%-25413F-HRTimeline
FSC Wealth Advisors, LLC9,715$484K0.31%-29113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,330$465K<0.01%new13F-HRTimelineGroup
QTR Family Wealth, LLC8,324$415K0.26%+1,52413F-HRTimeline
Creative Planningin group Creative Planning7,858$392K<0.01%-1,17513F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,856$293K0.01%-15,95713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,529$276K0.17%-25913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,473$273K<0.01%013F-HRTimelineGroup
COMERICA BANK2,598$130K<0.01%+13913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO791$39.4K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…260$13K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC124$6.18K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.