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Disclosery

EVMO MORGAN STANLEY ETF TRUST

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EATO VAN MTG ETF (fund)

58 managers (59 13F filers) reported a position in EVMO shares at 2025-12-31, 11,684,195 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
59
New
14
Added
30
Reduced
11
Sold out
6
Shares held by filers
11,684,195

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY4,685,999$238M0.01%+411,22513F-HR/ATimelineGroup
LPL Financial LLC1,935,015$98.2M0.03%+259,73013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding719,684$36.5M+11,606Timeline
Bensler, LLC707,053$35.9M3.59%+75,53213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC368,336$18.7M0.01%+40,96813F-HRTimelineGroup
Berkeley, Inc314,208$15.9M5.07%+1,13213F-HRTimeline
UBS Group AGin group UBS Group AG278,966$14.2M<0.01%-12,01613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC272,605$13.8M0.02%-133,35013F-HRTimeline
Brookwood Investment Group LLC234,350$11.9M1.43%+6,22213F-HRTimeline
Hennion & Walsh Asset Management, Inc.191,093$9.7M0.33%+10,27113F-HRTimeline
Bleakley Financial Group, LLC187,911$9.53M0.17%new13F-HRTimeline
Kraft, Davis & Associates, LLC180,528$9.17M2.06%-1,51813F-HRTimeline
Janney Montgomery Scott LLC129,599$6.58M0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…119,945$6.08M0.02%+11,33413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113,554$5.76M<0.01%+99,12013F-HRTimelineGroup
American National Bank of Texas110,169$5.59M5.37%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC105,083$5.33M0.14%+76,33313F-HRTimeline
TBH Global Asset Management, LLC104,983$5.33M0.89%+13,21113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,906$5.02M<0.01%-3,35913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,008$4.97M0.01%+48,50113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC88,412$4.49M0.49%+8,25813F-HRTimeline
Atria Investments, Inc65,628$3.33M0.04%+1,69013F-HRTimeline
Eagle Bay Advisors LLC65,628$3.33M2.43%+1,96213F-HRTimeline
Gateway Wealth Partners, LLC50,252$2.55M0.28%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…47,710$2.42M0.52%+28,17013F-HRTimeline
Certified Advisory Corp42,658$2.16M0.2%new13F-HRTimeline
NewEdge Advisors, LLC41,186$2.09M0.01%new13F-HRTimeline
Cetera Investment Advisers35,652$1.81M<0.01%-7,42213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,802$1.66M<0.01%+59413F-HRTimelineGroup
Elyxium Wealth, LLC31,348$1.59M0.46%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC28,529$1.45M0.53%new13F-HRTimeline
Atlas Wealth LLC24,125$1.22M0.37%-5,02113F-HRTimeline
Gladstone Institutional Advisory LLC19,668$998K0.04%new13F-HRTimeline
OPTIMA CAPITAL LLC15,941$809K0.35%new13F-HRTimeline
Chicago Partners Investment Group LLC14,792$752K0.02%+9,07913F-HRTimeline
PRIVATE TRUST CO NA14,263$724K0.06%+5,55813F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …11,562$587K0.32%+5,82213F-HRTimeline
ProCore Advisors, LLC10,277$521K0.53%13F-HRTimeline
Prospera Financial Services Inc10,175$516K0.01%+2,23813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,011$508K<0.01%+49113F-HRTimelineGroup
IFG Advisory, LLC9,939$504K0.02%+1,75213F-HRTimeline
Kingsview Wealth Management, LLC9,681$491K0.01%-39213F-HRTimeline
MGO ONE SEVEN LLC8,723$443K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,386$425K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,795$345K<0.01%-44413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,785$344K<0.01%+6,59413F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,163$312K0.02%-6,23113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,116$209K<0.01%-34,53813F-HR/ATimelineGroup
COMERICA BANK3,241$164K<0.01%+59913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,488$75K<0.01%+37613F-HRTimelineGroup
Measured Wealth Private Client Group, L…1,013$51.4K0.01%-2,13013F-HRTimeline
Activest Wealth Management340$17.2K<0.01%013F-HRTimeline
Kozak & Associates, Inc.305$15.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC148$8K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/140$7.1K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC126$6.41K<0.01%+6613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC117$5.95K<0.01%+213F-HRTimeline
Global Wealth Strategies & Associates75$3.81K<0.01%new13F-HRTimeline