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Disclosery

EVLN MORGAN STANLEY ETF TRUST

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EATON VANCE FLTG (fund)

48 managers (48 13F filers) reported a position in EVLN shares at 2026-03-31, 24,388,011 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
17
Reduced
17
Sold out
9
Shares held by filers
24,388,011

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TEXAS PERMANENT SCHOOL FUND CORP15,008,187$723M26.81%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,350,549$306M0.02%-104,08913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC604,744$29.1M0.01%+19,91413F-HR/ATimelineGroup
Allworth Financial LP550,340$26.5M0.11%+49,89013F-HRTimeline
LPL Financial LLC401,126$19.3M0.01%+10,83413F-HRTimeline
Spartan Wealth Advisory Services LLC207,588$10M0.87%13F-HRTimeline
Eldridge Investment Advisors, Inc.179,581$8.65M1.9%-10,40113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP147,174$7.09M0.01%-2,50013F-HRTimelineGroup
Obermeyer Wealth Partners118,867$5.73M0.26%+86,00013F-HRTimeline
Founders Financial Alliance, LLC114,237$5.5M0.99%-11,77713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC102,540$4.94M<0.01%-321,02113F-HRTimelineGroup
CENTRAL TRUST Co100,578$4.85M0.1%+11,07313F-HRTimeline
Impact Partnership Wealth, LLC48,451$2.33M0.29%+9,74813F-HRTimeline
Western Wealth Management, LLC42,075$2.03M0.08%new13F-HR/ATimeline
QTR Family Wealth, LLC38,693$1.87M0.78%-1813F-HRTimeline
Visionary Wealth Advisors34,394$1.66M0.07%+2,58313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC25,669$1.24M0.07%-7,22213F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,666$1.19M<0.01%+12,97413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,442$1.18M<0.01%-16,07013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,881$1.15M0.01%+9,08113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,233$1.07M<0.01%+3,48713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,955$868K<0.01%+2,60713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,848$816K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,808$810K<0.01%+6,81913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,978$770K<0.01%-53,67413F-HR/ATimelineGroup
WEALTHSPAN PARTNERS, LLC14,955$721K0.25%-5,13913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,039$676K<0.01%new13F-HRTimelineGroup
Dynamic Financial Group13,156$634K0.52%+9613F-HRTimeline
Gladstone Institutional Advisory LLC11,185$539K0.02%-26113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,900$477K<0.01%-3113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,720$468K<0.01%+3,21013F-HRTimelineGroup
Blue Water Asset Management9,698$467K0.16%+4,64513F-HRTimeline
LeClair Wealth Partners LLC9,698$467K0.16%new13F-HRTimeline
Next Level Private LLC8,973$432K0.1%-3,74113F-HRTimeline
AE Wealth Management LLC7,722$372K<0.01%new13F-HRTimeline
Bill Few Associates, Inc.6,838$329K0.08%+88213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,653$321K<0.01%-10213F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …5,351$258K0.01%-1,50913F-HRTimeline
Fortitude Advisory Group L.L.C.5,316$256K0.12%+24013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,484$216K0.01%-19,31213F-HRTimelineGroup
WNY Asset Management, LLC4,309$208K0.02%13F-HRTimeline
Creative Planningin group Creative Planning4,189$202K<0.01%-2,57213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,791$134K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO791$38.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…260$12.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…245$11.8K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc100$4.82K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC34$1.64K<0.01%new13F-HRTimelineGroup