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EVSB MORGAN STANLEY ETF TRUST

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EATO VA ULTR ETF (fund)

23 managers (23 13F filers) reported a position in EVSB shares at 2025-12-31, 4,333,773 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
8
Added
10
Reduced
3
Sold out
1
Shares held by filers
4,333,773

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,204,667$112M0.01%+419,14913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,712,662$87.2M0.12%+7,02213F-HRTimeline
Janney Montgomery Scott LLC110,120$5.6M0.01%-23513F-HRTimeline
LPL Financial LLC104,772$5.33M<0.01%+6,05913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,565$2.37M<0.01%+7,77113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,754$1.82M<0.01%+20,66213F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,779$1.36M0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,984$1.22M<0.01%-23,51213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,809$753K<0.01%new13F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO14,121$720K0.19%+6,63013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,634$490K0.01%-11,27113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,200$468K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC7,150$364K0.01%new13F-HRTimeline
WILLIAM JOHN SEMPOLINSKI5,000$254K0.13%13F-HRTimeline
IFP Advisors, Inc3,558$181K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,695$86.2K<0.01%+1,19513F-HRTimeline
COMERICA BANK1,191$60.6K<0.01%+7413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC984$50.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG464$23.6K<0.01%+35513F-HRTimelineGroup
Global Retirement Partners, LLC370$18.8K<0.01%+113F-HRTimeline
Laurel Wealth Advisors LLC193$9.82K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$5.09K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$51<0.01%new13F-HRTimelineGroup