Skip to content

EVSB MORGAN STANLEY ETF TRUST

Follow

EATO VA ULTR ETF (fund)

18 managers (18 13F filers) reported a position in EVSB shares at 2026-03-31, 2,712,334 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
18
13F filers
18
New
4
Added
7
Reduced
4
Sold out
7
Shares held by filers
2,712,334

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,154,485$109M0.01%-50,18213F-HRTimelineGroup
Private Advisor Group, LLC190,225$9.66M0.05%new13F-HRTimeline
Janney Montgomery Scott LLC100,892$5.12M0.01%-9,22813F-HRTimeline
LPL Financial LLC64,400$3.27M<0.01%-40,37213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,676$2.42M<0.01%+1,11113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,537$2.31M<0.01%+9,78313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,276$1.74M<0.01%+10,29213F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO16,376$832K0.23%+2,25513F-HRTimeline
Kingsview Wealth Management, LLC13,221$671K0.01%+6,07113F-HRTimeline
Mariner, LLCin group Mariner, LLC12,150$617K<0.01%+2,95013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,489$482K0.01%-14513F-HRTimelineGroup
HRT FINANCIAL LP7,676$389K<0.01%new13F-HRTimeline
WILLIAM JOHN SEMPOLINSKI5,000$254K0.13%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,482$227K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,684$187K<0.01%+12613F-HRTimeline
Steward Partners Investment Advisory, L…1,695$86K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…970$49.2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$5.08K<0.01%013F-HRTimelineGroup