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Disclosery

EVSD MORGAN STANLEY ETF TRUST

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EATO VA DURA ETF (fund)

85 managers (85 13F filers) reported a position in EVSD shares at 2026-06-30, 18,850,884 shares in all. 16 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
85
New
16
Added
40
Reduced
23
Sold out
10
Shares held by filers
18,850,884

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY8,881,070$452M0.02%+949,34413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,684,715$85.6M0.02%+232,53613F-HRTimelineGroup
LPL Financial LLC1,458,364$74.2M0.02%+447,71613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC575,254$29.3M0.01%+93,34813F-HRTimelineGroup
Per Stirling Capital Management, LLC.542,407$27.6M2.63%+203,37313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…538,671$27.4M0.04%+201,04213F-HRTimelineGroup
D.A. DAVIDSON & CO.397,741$20.2M0.11%+35,59413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC389,668$19.8M<0.01%+30,36613F-HRTimelineGroup
Blue Water Asset Management348,359$17.7M5.72%+19,19313F-HRTimeline
Tilson Financial Group, Inc.338,935$17.2M4.74%+7,69513F-HRTimeline
Prism Advisors, Inc.311,981$15.9M3.85%+13,00213F-HRTimeline
Platform Technology Partners289,968$14.7M2.41%+29,73413F-HRTimeline
HighTower Advisors, LLC244,937$12.5M0.01%+58,56713F-HRTimeline
Nemes Rush Group LLC226,338$11.5M0.95%+7,46213F-HRTimeline
IHT Wealth Management, LLC157,002$7.98M0.17%-2,01813F-HRTimeline
Clear Trail Advisors, LLC147,544$7.5M1.15%+14,01913F-HRTimeline
MGO ONE SEVEN LLC139,413$7.09M0.12%-8,03213F-HRTimeline
Private Advisor Group, LLC137,764$7.01M0.03%+14,76013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA136,217$6.93M<0.01%+6,29713F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC130,753$6.65M2.1%+1,31813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC121,407$6.17M0.92%+77,85913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC114,821$5.84M0.01%-12,16113F-HRTimeline
Waverly Advisors, LLC103,919$5.28M0.03%-3,37513F-HRTimeline
Merit Financial Group, LLC85,729$4.36M0.03%+3,18413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,318$4.34M0.01%+26,90613F-HRTimelineGroup
Gateway Wealth Partners, LLC82,608$4.2M0.25%-46,97813F-HRTimeline
Janney Montgomery Scott LLC77,410$3.94M0.01%-125,49813F-HRTimeline
Systelligence, LLC75,417$3.84M0.64%-23,21513F-HRTimeline
Dakota Wealth Management74,239$3.78M0.07%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,189$3.62M<0.01%new13F-HRTimelineGroup
PCM Encore, LLC69,240$3.52M0.62%+18,57513F-HRTimeline
Cetera Investment Advisers68,425$3.48M<0.01%+42,12313F-HRTimeline
Cambridge Investment Research Advisors,…68,373$3.48M0.01%+5,94613F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC65,723$3.34M0.01%-23013F-HRTimelineGroup
FWG Holdings, LLC64,539$3.27M1.14%-19,21613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC60,012$3.05M0.31%+5,11513F-HRTimeline
Dynamic Advisor Solutions LLC53,018$2.7M0.08%+16,17913F-HRTimeline
SAM Advisors, LLC46,319$2.36M0.64%+6,60513F-HRTimeline
Opal Wealth Advisors, LLC38,822$1.97M0.43%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,114$1.38M0.01%new13F-HRTimelineGroup
WNY Asset Management, LLC25,057$1.27M0.11%-19,87313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,242$1.13M<0.01%-66513F-HRTimelineGroup
Sanctuary Advisors, LLC20,316$1.03M<0.01%-41,99113F-HRTimeline
Savvy Advisors, Inc.16,624$845K0.02%+4,52213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC13,359$679K0.17%-1,31213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,360$629K<0.01%-2,33013F-HRTimelineGroup
FIRST AMERICAN BANK11,060$562K0.03%-14813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,611$540K0.01%-96513F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,247$521K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.9,810$499K0.05%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.8,952$455K0.18%-71613F-HRTimeline
First Heartland Consultants, Inc.8,862$451K0.03%-9813F-HRTimeline
NorthLanding Financial Partners, LLC8,821$449K0.31%+8913F-HRTimeline
NewEdge Advisors, LLC8,536$434K<0.01%+8,14113F-HRTimeline
MMA ASSET MANAGEMENT LLC8,216$418K0.13%+13013F-HRTimeline
Sovran Advisors, LLC7,992$406K0.03%-29,07713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC7,657$391K0.07%+2,35113F-HRTimeline
Gladstone Institutional Advisory LLC7,618$387K0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO7,425$378K0.25%+2413F-HRTimeline
DAVENPORT & Co LLC7,380$375K<0.01%+99413F-HRTimeline
PFG Advisors6,497$330K0.02%-10313F-HRTimeline
Strategic Financial Concepts, LLC6,310$321K0.1%+63713F-HRTimeline
BOS Asset Management, LLC6,038$307K0.07%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,956$303K0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,819$297K0.01%-5,03013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,410$275K0.01%+16513F-HRTimelineGroup
Chicago Partners Investment Group LLC5,394$273K0.01%-22613F-HRTimeline
MML INVESTORS SERVICES, LLC5,260$268K<0.01%new13F-HRTimeline
&PARTNERS4,842$246K<0.01%new13F-HRTimeline
Advisory Services Network, LLC4,639$236K<0.01%+3,53913F-HRTimeline
Core Wealth Advisors, Inc.4,378$223K0.04%-40613F-HRTimeline
Note Advisors, LLC4,364$222K0.1%013F-HRTimeline
Cape Investment Advisory, Inc.4,232$215K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,791$193K<0.01%+2,21313F-HRTimelineGroup
IFP Advisors, Inc3,646$185K<0.01%+50513F-HRTimeline
Global Retirement Partners, LLC2,963$151K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,456$125K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,182$111K<0.01%+2413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO700$35.8K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…631$32.1K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA591$30.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…521$26.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167$8.49K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.153$7.78K<0.01%new13F-HRTimeline
Basepoint Wealth LLC56$2.85K<0.01%new13F-HRTimeline