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EVSB MORGAN STANLEY ETF TRUST

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EATO VA ULTR ETF (fund)

20 managers (20 13F filers) reported a position in EVSB shares at 2026-06-30, 3,205,117 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
10
Reduced
3
Sold out
4
Shares held by filers
3,205,117

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY2,731,173$139M0.01%+576,68813F-HRTimelineGroup
Janney Montgomery Scott LLC121,149$6.15M0.01%+20,25713F-HRTimeline
LPL Financial LLC81,239$4.13M<0.01%+16,83913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC67,370$3.42M<0.01%+33,09413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,630$3.18M<0.01%+14,95413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,359$2.1M<0.01%+41,25913F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO27,979$1.42M0.34%+11,60313F-HRTimeline
Private Advisor Group, LLC13,158$668K<0.01%-177,06713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,831$601K0.04%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,943$505K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC9,424$479K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,675$390K0.01%-1,81413F-HRTimelineGroup
Kingsview Wealth Management, LLC6,329$322K<0.01%-6,89213F-HRTimeline
WILLIAM JOHN SEMPOLINSKI5,000$254K0.1%013F-HRTimeline
IFP Advisors, Inc3,723$189K<0.01%+3913F-HRTimeline
Steward Partners Investment Advisory, L…1,850$94K<0.01%+15513F-HRTimeline
Farther Finance Advisors, LLC1,708$86.8K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,107$56.2K<0.01%+13713F-HRTimelineGroup
Global Retirement Partners, LLC371$18.9K<0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…99$5.01K<0.01%new13F-HRTimelineGroup