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Disclosery

EVSD MORGAN STANLEY ETF TRUST

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EATO VA DURA ETF (fund)

66 managers (66 13F filers) reported a position in EVSD shares at 2025-12-31, 11,399,070 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
66
New
15
Added
30
Reduced
12
Sold out
4
Shares held by filers
11,399,070

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 STANLEY5,873,132$302M0.02%+648,45913F-HR/ATimelineGroup
LPL Financial LLC746,005$38.4M0.01%+223,25313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC734,677$37.8M0.01%+428,54113F-HRTimelineGroup
Per Stirling Capital Management, LLC.336,990$17.3M1.95%+19,70813F-HRTimeline
Tilson Financial Group, Inc.322,180$16.6M5.1%+34,34913F-HRTimeline
Platform Technology Partners249,401$12.8M2.73%+53,27313F-HRTimeline
HighTower Advisors, LLC228,899$11.8M0.01%+33,51813F-HRTimeline
Nemes Rush Group LLC196,156$10.1M0.95%+6,83313F-HRTimeline
Janney Montgomery Scott LLC195,285$10M0.02%+175,63113F-HRTimeline
D.A. DAVIDSON & CO.193,341$9.95M0.06%+94,95613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC172,146$8.86M<0.01%+75,25413F-HRTimelineGroup
Systelligence, LLC163,375$8.4M1.6%+41,01313F-HRTimeline
IHT Wealth Management, LLC154,776$7.96M0.19%+11,23213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA129,806$6.68M<0.01%+128,93413F-HRTimelineGroup
MGO ONE SEVEN LLC128,587$6.61M0.14%new13F-HRTimeline
Private Advisor Group, LLC121,946$6.27M0.03%+34,93013F-HRTimeline
WEALTHSPAN PARTNERS, LLC116,170$5.98M2.17%-6,48913F-HRTimeline
Waverly Advisors, LLC109,874$5.65M0.05%-11,26713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,854$4.98M<0.01%+32,24213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,975$4.68M0.01%+68,64013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC90,267$4.64M0.01%+35,11413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC72,578$3.73M0.01%-23,39113F-HRTimelineGroup
Merit Financial Group, LLC71,698$3.69M0.03%+2,07713F-HRTimeline
FWG Holdings, LLC71,250$3.67M1.39%new13F-HR/ATimeline
Sanctuary Advisors, LLC59,779$3.08M0.02%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC57,686$2.97M0.53%-2,08013F-HRTimeline
PCM Encore, LLC55,902$2.88M0.61%13F-HRTimeline
Eldridge Investment Advisors, Inc.55,895$2.88M0.63%+33,14513F-HRTimeline
Gateway Wealth Partners, LLC52,003$2.68M0.3%new13F-HRTimeline
Cambridge Investment Research Advisors,…49,045$2.52M0.01%+7,20213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,771$2.15M<0.01%+22,03613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC37,847$1.95M0.25%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,629$1.94M<0.01%+3,52213F-HRTimelineGroup
Dynamic Advisor Solutions LLC26,002$1.34M0.04%+10,52713F-HRTimeline
Savvy Advisors, Inc.23,494$1.21M0.04%+18,58013F-HRTimeline
Blue Water Asset Management21,922$1.13M0.41%13F-HRTimeline
Cetera Investment Advisers21,909$1.13M<0.01%+2,52813F-HRTimeline
Opal Wealth Advisors, LLC19,379$997K0.26%013F-HRTimeline
COMERICA BANK18,478$951K<0.01%-13,17313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,159$934K<0.01%-37,27613F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC15,739$810K0.21%-4,95213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,299$530K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.9,810$505K0.05%013F-HRTimeline
Core Wealth Advisors, Inc.9,639$496K0.13%+5,11413F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,619$495K0.21%+55513F-HRTimeline
NorthLanding Financial Partners, LLC8,674$446K0.36%-15713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,451$435K0.01%new13F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC7,084$364K0.13%-1,18813F-HRTimeline
PFG Advisors6,459$332K0.02%new13F-HRTimeline
HRT FINANCIAL LP6,164$317K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC6,140$316K0.01%-4,76913F-HRTimeline
DAVENPORT & Co LLC6,111$314K<0.01%+1,06413F-HRTimeline
PFG Investments, LLC4,773$246K0.01%-44013F-HRTimeline
Stonebridge Financial Group, LLC / MO4,758$245K0.21%13F-HRTimeline
Note Advisors, LLC4,364$225K0.12%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,050$208K0.04%new13F-HRTimeline
Global Retirement Partners, LLC3,466$178K<0.01%+2413F-HRTimeline
IFP Advisors, Inc3,018$155K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,143$110K<0.01%-35913F-HRTimeline
MidAtlantic Capital Management, Inc.1,493$76.8K0.05%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,185$61K<0.01%013F-HR/ATimelineGroup
Clayton Financial Group LLC1,148$59.1K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…608$31.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC395$20.3K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN212$10.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.