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Disclosery

EVLN MORGAN STANLEY ETF TRUST

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EATON VANCE FLTG (fund)

47 managers (47 13F filers) reported a position in EVLN shares at 2025-09-30, 28,210,921 shares in all. 12 filers opened a position and 1 filer sold out during the quarter.

Managers
47
13F filers
47
New
12
Added
23
Reduced
6
Sold out
1
Shares held by filers
28,210,921

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$946M30.83%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,537,056$275M0.02%+488,68013F-HR/ATimelineGroup
VESTOR CAPITAL, LLC690,659$34.3M2.2%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC552,321$27.4M0.01%new13F-HRTimelineGroup
Shorepoint Capital Partners LLC403,284$20M3.98%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC378,849$18.8M<0.01%+337,17213F-HRTimelineGroup
LPL Financial LLC287,568$14.3M<0.01%+91,34713F-HRTimeline
Eldridge Investment Advisors, Inc.188,880$9.38M2.14%-15,32913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP144,207$7.16M0.01%+23713F-HRTimelineGroup
Founders Financial Alliance, LLC129,738$6.44M1.21%+11,95213F-HRTimeline
CENTRAL TRUST Co88,059$4.37M0.09%+19,10413F-HRTimeline
NorthCoast Asset Management LLC83,408$4.17M0.02%+1,73613F-HRTimeline
New England Capital Financial Advisors …69,232$3.44M1.46%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…62,650$3.11M0.09%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,648$2.91M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,028$2.58M<0.01%-72,60013F-HRTimelineGroup
Gateway Wealth Partners, LLC46,317$2.3M0.31%+4,51113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,925$2.23M<0.01%+99313F-HRTimeline
Flagship Private Wealth, LLC34,305$1.7M0.68%+5,65013F-HRTimeline
Next Level Private LLC29,654$1.47M0.43%+6,08713F-HRTimeline
Visionary Wealth Advisors29,376$1.46M0.07%+2,43813F-HRTimeline
Impact Partnership Wealth, LLC28,240$1.4M0.21%+15,40513F-HRTimeline
FLOW TRADERS U.S. LLC23,645$1.17M0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,297$1.16M<0.01%+4,79913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,015$1.05M<0.01%+1,38513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,488$769K<0.01%-1,27113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,300$760K0.01%013F-HRTimelineGroup
Dynamic Financial Group13,483$670K0.58%-15213F-HRTimeline
Gladstone Institutional Advisory LLC11,475$570K0.02%+2113F-HRTimeline
FSC Wealth Advisors, LLC11,204$557K0.32%+1,48913F-HRTimeline
Obermeyer Wealth Partners10,000$497K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,576$476K<0.01%+24613F-HRTimelineGroup
QTR Family Wealth, LLC8,854$440K0.21%+53013F-HRTimeline
Creative Planningin group Creative Planning8,002$397K<0.01%+14413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,800$387K<0.01%-7,80013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,571$376K<0.01%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co6,894$342K<0.01%+1,42113F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC6,524$324K0.12%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,378$317K<0.01%-6,76713F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC5,823$289K0.16%+29413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,089$253K0.12%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,068$202K0.01%new13F-HRTimeline
COMERICA BANK2,612$130K<0.01%+1413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO791$39.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc401$19.9K<0.01%new13F-HR/ATimeline
Abich Financial Wealth Management LLC297$14.8K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…260$12.9K<0.01%013F-HRTimeline