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EVSB MORGAN STANLEY ETF TRUST

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EATO VA ULTR ETF (fund)

13 managers (13 13F filers) reported a position in EVSB shares at 2025-03-31, 3,371,592 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
3
Added
4
Reduced
4
Sold out
1
Shares held by filers
3,371,592

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,681,171$85.4M0.16%+118,13713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY770,968$39.2M<0.01%+191,18513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …736,545$37.4M1%+699,99213F-HRTimelineGroup
LPL Financial LLC63,605$3.23M<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC32,358$1.64M0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,324$1.49M<0.01%-28113F-HRTimelineGroup
Janney Montgomery Scott LLC25,655$1.3M<0.01%-11513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,782$852K<0.01%-30,12613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,373$425K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC4,917$250K<0.01%-1,31713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,701$86.4K<0.01%+1,25213F-HRTimelineGroup
Laurel Wealth Advisors LLC193$9.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.