EVSB MORGAN STANLEY ETF TRUST
FollowEATO VA ULTR ETF (fund)
17 managers (17 13F filers) reported a position in EVSB shares at 2025-06-30, 3,739,141 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 17
- 13F filers
- 17
- New
- 5
- Added
- 7
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 3,739,141
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 1,725,239 | $87.7M | 0.15% | +44,068 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1,558,716 | $79.2M | 0.01% | +787,748 | 13F-HRTimelineGroup |
| Janney Montgomery Scott LLC | 103,656 | $5.27M | 0.01% | +78,001 | 13F-HRTimeline |
| LPL Financial LLC | 73,518 | $3.74M | <0.01% | +9,913 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 59,128 | $3M | <0.01% | +42,346 | 13F-HRTimelineGroup |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 58,371 | $2.97M | <0.01% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 55,269 | $2.81M | <0.01% | +25,945 | 13F-HRTimelineGroup |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 42,007 | $2.13M | 0.05% | -694,538 | 13F-HRTimelineGroup |
| FLOW TRADERS U.S. LLC | 30,960 | $1.57M | 0.06% | -1,398 | 13F-HRTimeline |
| KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC | 11,638 | $591K | 0.01% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 9,691 | $492K | <0.01% | new | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,899 | $452K | <0.01% | +526 | 13F-HRTimeline |
| COMERICA BANK | 820 | $41.7K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 765 | $38.9K | <0.01% | new | 13F-HRTimelineGroup |
| Global Retirement Partners, LLC | 369 | $18.7K | <0.01% | 13F-HRTimeline | |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 95 | $4.83K | <0.01% | -1,606 | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |