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Disclosery

EVSD MORGAN STANLEY ETF TRUST

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EATO VA DURA ETF (fund)

41 managers (41 13F filers) reported a position in EVSD shares at 2025-06-30, 6,296,265 shares in all. 15 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
15
Added
15
Reduced
6
Sold out
1
Shares held by filers
6,296,265

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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,052,475$207M0.01%+2,327,68413F-HRTimelineGroup
LPL Financial LLC450,110$23M0.01%+119,53013F-HRTimeline
Per Stirling Capital Management, LLC.243,137$12.4M1.62%new13F-HRTimeline
HighTower Advisors, LLC188,598$9.64M0.01%-8,95913F-HRTimeline
Platform Technology Partners166,382$8.51M2.22%+6,77013F-HRTimeline
Waverly Advisors, LLC137,246$7.02M0.08%-20,98213F-HRTimeline
IHT Wealth Management, LLC133,748$6.84M0.19%+11,94513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117,060$5.99M0.01%new13F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC108,231$5.53M2.3%+41,30513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,050$4.14M0.01%-25,91213F-HRTimelineGroup
Merit Financial Group, LLC68,765$3.52M0.04%+1,12213F-HRTimeline
Private Advisor Group, LLC61,783$3.16M0.02%+11,33713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC55,751$2.85M0.64%new13F-HRTimeline
Systelligence, LLC52,107$2.66M0.49%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,481$2.53M<0.01%+8,41413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,685$2.18M<0.01%+20,22513F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,411$2.12M0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC37,270$1.91M0.01%+19,31413F-HRTimeline
COMERICA BANK28,756$1.47M0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC25,367$1.3M0.34%+13,79613F-HRTimelineGroup
FLOW TRADERS U.S. LLC23,253$1.19M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,816$860K<0.01%+1,98813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,840$810K<0.01%-45,49613F-HR/ATimelineGroup
Janney Montgomery Scott LLC14,169$724K<0.01%-81113F-HRTimeline
Chicago Partners Investment Group LLC10,982$562K0.02%-3,07013F-HRTimeline
Cetera Investment Advisers10,961$560K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.9,810$502K0.06%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,020$461K0.22%new13F-HRTimeline
NorthLanding Financial Partners, LLC8,889$455K0.4%+36313F-HRTimeline
Dynamic Advisor Solutions LLC7,063$361K0.01%+1,79013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,800$297K<0.01%new13F-HR/ATimelineGroup
D.A. DAVIDSON & CO.5,460$279K<0.01%new13F-HRTimeline
PFG Investments, LLC4,641$237K0.01%new13F-HRTimeline
Tilson Financial Group, Inc.4,516$231K0.09%new13F-HRTimeline
Global Retirement Partners, LLC2,882$147K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC2,478$127K<0.01%+2413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,185$61K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…681$34.8K<0.01%013F-HRTimeline
Rise Advisors, LLC406$20.8K0.01%013F-HRTimeline
Allworth Financial LP0$22<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.