EVSB MORGAN STANLEY ETF TRUST
FollowEATO VA ULTR ETF (fund)
11 managers (11 13F filers) reported a position in EVSB shares at 2024-12-31, 2,289,882 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 8
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 2,289,882
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 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 1,563,034 | $79.2M | 0.15% | +1,364,155 | 13F-HR/ATimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 579,783 | $29.4M | <0.01% | +124,406 | 13F-HR/ATimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 46,908 | $2.38M | <0.01% | +20,781 | 13F-HRTimelineGroup |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 36,553 | $1.85M | 0.05% | +9,378 | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 29,605 | $1.5M | <0.01% | +15,800 | 13F-HRTimelineGroup |
| Janney Montgomery Scott LLC | 25,770 | $1.31M | <0.01% | +3,351 | 13F-HRTimeline |
| Kingsview Wealth Management, LLC | 6,234 | $316K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,353 | $68.6K | <0.01% | +1,266 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 449 | $22.8K | <0.01% | +354 | 13F-HR/ATimelineGroup |
| Laurel Wealth Advisors LLC | 193 | $9.78K | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |