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Disclosery

EVSD MORGAN STANLEY ETF TRUST

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EATO VA DURA ETF (fund)

52 managers (52 13F filers) reported a position in EVSD shares at 2025-09-30, 9,735,191 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
52
13F filers
52
New
14
Added
27
Reduced
8
Sold out
2
Shares held by filers
9,735,191

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 STANLEY5,224,673$269M0.02%+1,172,19813F-HR/ATimelineGroup
VESTOR CAPITAL, LLC931,595$47.9M3.07%new13F-HRTimeline
LPL Financial LLC522,752$26.9M0.01%+72,64213F-HRTimeline
Per Stirling Capital Management, LLC.317,282$16.3M1.95%+74,14513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC306,136$15.9M<0.01%new13F-HRTimelineGroup
Tilson Financial Group, Inc.287,831$14.8M4.86%+283,31513F-HRTimeline
Platform Technology Partners196,128$10.1M2.42%+29,74613F-HRTimeline
HighTower Advisors, LLC195,381$10M0.01%+6,78313F-HRTimeline
Nemes Rush Group LLC189,323$9.73M0.97%new13F-HRTimeline
IHT Wealth Management, LLC143,544$7.38M0.19%+9,79613F-HRTimeline
WEALTHSPAN PARTNERS, LLC122,659$6.31M2.43%+14,42813F-HRTimeline
Systelligence, LLC122,362$6.29M1.19%+70,25513F-HRTimeline
Waverly Advisors, LLC121,141$6.23M0.06%-16,10513F-HRTimeline
D.A. DAVIDSON & CO.98,385$5.06M0.03%+92,92513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,892$4.98M<0.01%+47,41113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC95,969$4.93M0.01%-21,09113F-HRTimelineGroup
Private Advisor Group, LLC87,016$4.47M0.02%+25,23313F-HRTimeline
Merit Financial Group, LLC69,621$3.58M0.03%+85613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,612$3.32M<0.01%+21,92713F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC59,766$3.07M0.6%+4,01513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,435$2.85M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC55,153$2.84M0.01%+17,88313F-HRTimeline
Cambridge Investment Research Advisors,…41,843$2.15M0.01%+43213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,107$1.75M<0.01%+18,26713F-HRTimelineGroup
COMERICA BANK31,651$1.63M0.01%+2,89513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,500$1.21M0.05%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.22,750$1.17M0.27%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,335$1.15M<0.01%-58,71513F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC20,691$1.06M0.27%-4,67613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,735$1.01M<0.01%+2,91913F-HRTimeline
Janney Montgomery Scott LLC19,654$1.01M<0.01%+5,48513F-HRTimeline
Cetera Investment Advisers19,381$996K<0.01%+8,42013F-HRTimeline
Opal Wealth Advisors, LLC19,379$996K0.28%new13F-HRTimeline
Dynamic Advisor Solutions LLC15,475$795K0.02%+8,41213F-HRTimeline
Chicago Partners Investment Group LLC10,909$564K0.01%-7313F-HRTimeline
Center for Financial Planning, Inc.9,810$504K0.05%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,064$466K0.2%+4413F-HRTimeline
NorthLanding Financial Partners, LLC8,831$454K0.38%-5813F-HRTimeline
MMA ASSET MANAGEMENT LLC8,272$425K0.14%new13F-HRTimeline
Strategic Financial Concepts, LLC5,356$275K0.04%new13F-HRTimeline
PFG Investments, LLC5,213$268K0.01%+57213F-HRTimeline
DAVENPORT & Co LLC5,047$259K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.4,914$253K0.01%new13F-HRTimeline
Core Wealth Advisors, Inc.4,525$233K0.06%new13F-HRTimeline
Global Retirement Partners, LLC3,442$177K<0.01%+56013F-HRTimeline
Farther Finance Advisors, LLC2,502$129K<0.01%+2413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,185$61K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA872$45K<0.01%-4,92813F-HRTimelineGroup
Steward Partners Investment Advisory, L…608$31.3K<0.01%-7313F-HRTimeline
NewEdge Advisors, LLC395$20.3K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89$4.58K<0.01%new13F-HRTimelineGroup
Allworth Financial LP0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.