Skip to content
Disclosery

EVMO MORGAN STANLEY ETF TRUST

Follow

EATO VAN MTG ETF (fund)

65 managers (66 13F filers) reported a position in EVMO shares at 2026-03-31, 12,893,915 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
66
New
12
Added
28
Reduced
21
Sold out
4
Shares held by filers
12,893,915

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
MORGAN STANLEYin group MORGAN STANLEY4,668,862$235M0.01%-17,13713F-HRTimelineGroup
LPL Financial LLC2,171,425$109M0.03%+236,41013F-HRTimeline
Bensler, LLC846,729$42.6M4.4%+139,67613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding734,654$37M+14,970Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC524,350$26.4M0.01%+156,01413F-HRTimelineGroup
UBS Group AGin group UBS Group AG413,095$20.8M<0.01%+134,12913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN370,816$18.7M<0.01%+257,26213F-HR/ATimelineGroup
Berkeley, Inc203,405$10.2M3.43%-110,80313F-HRTimeline
Hennion & Walsh Asset Management, Inc.196,763$9.9M0.33%+5,67013F-HRTimeline
Kraft, Davis & Associates, LLC178,309$8.97M1.91%-2,21913F-HRTimeline
Bleakley Financial Group, LLC173,685$8.74M0.14%-14,22613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…167,258$8.42M5.65%new13F-HRTimeline
Janney Montgomery Scott LLC131,654$6.62M0.02%+2,05513F-HRTimeline
Cambridge Investment Research Advisors,…131,589$6.62M0.02%+11,64413F-HRTimeline
U.S. Capital Wealth Advisors, LLC117,823$5.93M0.15%+12,74013F-HRTimeline
Brookwood Investment Group LLC115,319$5.8M0.74%-119,03113F-HRTimeline
MGO ONE SEVEN LLC113,385$5.71M0.11%+104,66213F-HRTimeline
American National Bank of Texas107,116$5.39M5.14%-3,05313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,416$5.35M<0.01%+7,51013F-HRTimelineGroup
TBH Global Asset Management, LLC106,521$5.34M1.07%+1,53813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,568$5.11M0.01%+3,56013F-HRTimelineGroup
Gateway Wealth Partners, LLC95,492$4.81M0.19%+45,24013F-HRTimeline
HBW ADVISORY SERVICES LLC87,184$4.39M0.46%-1,22813F-HRTimeline
IFP Advisors, Inc85,091$4.28M0.09%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,966$3.77M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC73,435$3.7M0.01%+32,24913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC73,201$3.68M0.01%-199,40413F-HRTimeline
Eagle Bay Advisors LLC64,670$3.27M2.88%-95813F-HRTimeline
Atria Investments, Inc64,670$3.25M0.04%-95813F-HRTimeline
Investor's Fiduciary Advisor Network, L…58,816$2.96M0.91%+11,10613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC54,978$2.77M<0.01%new13F-HRTimelineGroup
Certified Advisory Corp45,903$2.31M0.21%+3,24513F-HRTimeline
Elyxium Wealth, LLC42,035$2.12M0.68%+10,68713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,088$2.02M<0.01%+31,70213F-HRTimelineGroup
HRT FINANCIAL LP38,814$1.95M<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,258$1.78M<0.01%+2,45613F-HR/ATimelineGroup
WEALTHSPAN PARTNERS, LLC30,258$1.52M0.54%+1,72913F-HRTimeline
Cetera Investment Advisers27,887$1.4M<0.01%-7,76513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC22,680$1.14M0.01%new13F-HRTimelineGroup
Atlas Wealth LLC22,332$1.12M0.34%-1,79313F-HR/ATimeline
Chicago Partners Investment Group LLC19,250$974K0.02%+4,45813F-HRTimeline
Gladstone Institutional Advisory LLC18,900$951K0.04%-76813F-HRTimeline
OPTIMA CAPITAL LLC15,782$794K0.37%-15913F-HRTimeline
PRIVATE TRUST CO NA14,263$718K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,804$695K<0.01%+7,00913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,338$520K<0.01%+3,55313F-HRTimelineGroup
Prospera Financial Services Inc9,971$502K0.01%-20413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,811$494K<0.01%-20013F-HRTimelineGroup
Kingsview Wealth Management, LLC9,582$482K0.01%-9913F-HRTimeline
ProCore Advisors, LLC9,535$480K0.74%-74213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,091$457K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,950$350K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC6,897$347K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,163$310K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,537$228K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance4,166$210K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,091$156K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,223$62K<0.01%-26513F-HRTimelineGroup
Measured Wealth Private Client Group, L…971$48.9K0.01%-4213F-HRTimeline
Activest Wealth Management340$17.1K<0.01%013F-HRTimeline
Kozak & Associates, Inc.305$15.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC148$7.45K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC127$6.41K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC118$5.95K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates52$2.62K<0.01%-2313F-HRTimeline