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Disclosery

EVSM MORGAN STANLEY ETF TRUST

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EATON VANCE SHRT (fund)

103 managers (105 13F filers) reported a position in EVSM shares at 2026-06-30, 8,929,073 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
103
13F filers
105
New
24
Added
49
Reduced
24
Sold out
12
Shares held by filers
8,929,073

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 STANLEY3,549,162$179M0.01%+30,66513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC898,046$45.2M0.01%+62,24213F-HRTimelineGroup
LPL Financial LLC735,098$37M0.01%+192,09713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC313,014$15.7M<0.01%+25,71113F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC279,990$14.1M2.17%+23,31013F-HRTimeline
&PARTNERS267,880$13.5M0.06%+24,01313F-HRTimeline
Farther Finance Advisors, LLC208,495$10.5M0.08%+49,15913F-HRTimeline
Sunflower Bank, N.A.196,868$9.9M2.37%-2,65213F-HR/ATimeline
Tilson Financial Group, Inc.180,493$9.08M2.5%+1,18013F-HRTimeline
Diversified Portfolios, Inc.150,334$7.56M0.55%+69,09313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,112$6.24M0.01%+16,79413F-HRTimelineGroup
Sanctuary Advisors, LLC105,711$5.32M0.02%-6,00413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,400$4.9M0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…86,721$4.36M<0.01%+27,17013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC70,973$3.57M0.01%+18,96513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,417$3.44M<0.01%+24,20313F-HRTimeline
Summit Financial, LLC67,820$3.42M0.04%-7,53113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding66,762$3.36M+45,801Timeline
Arkadios Wealth Advisors54,116$2.72M0.04%-10713F-HRTimeline
Per Stirling Capital Management, LLC.53,927$2.71M0.26%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC53,492$2.69M0.85%-4,90413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,358$2.53M<0.01%+42,25213F-HRTimelineGroup
Rossby Financial, LCC47,335$2.38M0.44%+5,71113F-HRTimeline
Valmark Advisers, Inc.45,634$2.3M0.02%+21,48013F-HRTimeline
Janney Montgomery Scott LLC45,336$2.28M<0.01%+3,68013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,605$2.19M<0.01%+25,18313F-HRTimelineGroup
Arax Advisory Partners41,226$2.07M0.01%new13F-HRTimeline
Asset Allocation Strategies LLC40,614$2.04M0.31%+8,01613F-HRTimeline
Nemes Rush Group LLC39,137$1.97M0.16%-4,88213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,953$1.96M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC38,701$1.95M0.01%+2,04213F-HRTimeline
Vise Technologies, Inc.37,663$1.89M0.02%new13F-HRTimeline
Root Financial Partners, LLC37,663$1.89M0.07%new13F-HRTimeline
Dynamic Advisor Solutions LLC36,678$1.85M0.05%+2,90513F-HRTimeline
Cetera Investment Advisers33,053$1.66M<0.01%-7,60013F-HRTimeline
Savvy Advisors, Inc.32,044$1.61M0.03%+5,12813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.31,967$1.61M0.08%+6,26213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,244$1.52M0.03%+7,13313F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,671$1.39M<0.01%-3,71913F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,222$1.37M+16,534Timeline
HighTower Advisors, LLC24,010$1.21M<0.01%-2,53613F-HRTimeline
PCM Encore, LLC22,622$1.14M0.2%+10,33413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC21,598$1.09M0.52%+2,63013F-HRTimeline
WNY Asset Management, LLC21,477$1.08M0.1%+24213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI20,644$1.04M0.05%+10,92313F-HRTimeline
MBA Advisors LLC20,186$1.02M0.35%-67513F-HRTimeline
ORBA Wealth Advisors, L.L.C.18,223$917K0.78%+8,32513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,272$869K<0.01%-17,98313F-HRTimelineGroup
Arete Wealth Advisors, LLC17,091$860K0.06%+79313F-HR/ATimeline
FSA Advisors, Inc.16,097$810K0.37%-2,85813F-HR/ATimeline
Private Advisor Group, LLC15,977$804K<0.01%+7,44313F-HRTimeline
Gateway Wealth Partners, LLC15,617$786K0.05%-12,77513F-HRTimeline
NewEdge Advisors, LLC15,250$767K<0.01%+6,21613F-HRTimeline
Milestones Private Investment Advisors …15,212$765K0.61%013F-HRTimeline
Oasis Advisors, LLC15,127$761K0.49%-819,66513F-HRTimeline
Atria Investments, Inc14,005$705K0.01%-2,34713F-HRTimeline
Financial Solutions Advisory Group, Inc.13,500$679K0.09%013F-HRTimeline
Quadcap Wealth Management, LLC13,054$657K0.06%-4,56913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC12,852$647K0.18%-47113F-HRTimeline
New England Private Wealth Advisors LLC12,784$640K0.06%+3913F-HRTimeline
Providence Financial Advisors, LLC12,124$610K0.35%new13F-HRTimeline
Cornerstone Wealth Management, LLC11,242$566K0.02%new13F-HRTimeline
Advisory Services Network, LLC11,025$555K0.01%-1,32513F-HRTimeline
AdvisorNet Financial, Inc10,305$518K0.02%+7,62513F-HRTimeline
IFP Advisors, Inc9,710$489K0.01%+9,01013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,341$471K<0.01%+6,23713F-HRTimelineGroup
Elequin Capital, LP8,898$448K0.01%-47,41713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,645$435K0.03%-7513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,451$425K<0.01%+30213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp7,751$390K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC7,211$363K0.04%+94413F-HRTimeline
Western Wealth Management, LLC7,100$357K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC6,997$352K0.09%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,825$344K<0.01%+1,31213F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.6,627$333K0.06%+1,68213F-HRTimeline
Cresset Asset Management, LLC6,609$333K<0.01%new13F-HRTimeline
IFG Advisory, LLC6,348$319K0.01%new13F-HRTimeline
Waverly Advisors, LLC6,235$314K<0.01%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,638$284K0.1%+30913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,535$278K0.08%new13F-HRTimeline
Coign Capital Advisors LLC5,319$268K0.12%new13F-HRTimeline
Nvest Financial, LLC5,070$255K0.08%+3913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,925$248K0.01%-5013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,845$244K0.01%-2,28013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc4,815$242K0.11%+2913F-HRTimeline
Synergy Investment Management, LLC4,588$231K0.06%+56013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,393$221K0.01%-67213F-HRTimeline
PEOPLES BANK /OH4,313$217K0.11%new13F-HRTimeline
DAVENPORT & Co LLC4,180$210K<0.01%new13F-HRTimeline
Lakeridge Wealth Management LLC3,977$200K0.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,900$196K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,734$188K<0.01%+813F-HRTimeline
AE Wealth Management LLC3,411$172K<0.01%+22413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,569$129K<0.01%013F-HRTimelineGroup
MidFirst Bank2,282$115K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,504$75.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,499$75.6K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,499$75.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…772$38.8K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC634$31.9K<0.01%+513F-HRTimeline
PRIVATE TRUST CO NA599$30.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC569$28.6K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526$26K<0.01%-88013F-HRTimelineGroup