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EVSB MORGAN STANLEY ETF TRUST

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EATO VA ULTR ETF (fund)

15 managers (15 13F filers) reported a position in EVSB shares at 2025-09-30, 3,837,111 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
15
13F filers
15
New
3
Added
5
Reduced
6
Sold out
4
Shares held by filers
3,837,111

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,785,518$91M0.01%+226,80213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,705,640$87M0.13%-19,59913F-HRTimeline
Janney Montgomery Scott LLC110,355$5.62M0.01%+6,69913F-HRTimeline
LPL Financial LLC98,713$5.03M<0.01%+25,19513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,496$2.42M<0.01%-10,87513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,794$1.98M<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,905$1.07M0.02%-21,10213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,092$769K<0.01%-40,17713F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO7,491$383K0.1%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,912$250K<0.01%-3,98713F-HRTimeline
COMERICA BANK1,117$56.9K<0.01%+29713F-HRTimeline
Steward Partners Investment Advisory, L…500$25.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC369$18.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG109$5.55K<0.01%-65613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$5.09K<0.01%+513F-HRTimelineGroup