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Disclosery

EVSM MORGAN STANLEY ETF TRUST

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EATON VANCE SHRT (fund)

45 managers (45 13F filers) reported a position in EVSM shares at 2025-06-30, 3,837,515 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
17
Added
22
Reduced
1
Sold out
5
Shares held by filers
3,837,515

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 STANLEY2,689,554$134M0.01%+211,83513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC175,467$8.77M<0.01%+44,47013F-HRTimelineGroup
&PARTNERS148,700$7.44M0.06%+42,95313F-HRTimeline
Sanctuary Advisors, LLC90,878$4.54M0.03%new13F-HRTimeline
Atria Investments, Inc89,525$4.48M0.05%new13F-HRTimeline
LPL Financial LLC69,120$3.46M<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,423$2.82M0.01%+10,42413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…49,083$2.45M0.01%+28,51313F-HRTimeline
Farther Finance Advisors, LLC45,407$2.27M0.05%+30,43213F-HRTimeline
WEALTHSPAN PARTNERS, LLC42,255$2.11M0.88%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC40,092$2M<0.01%+16,64013F-HR/ATimelineGroup
Janney Montgomery Scott LLC29,926$1.5M<0.01%+5,69513F-HRTimeline
MML INVESTORS SERVICES, LLC29,923$1.5M<0.01%+4,97013F-HRTimeline
Cetera Investment Advisers23,744$1.19M<0.01%+1,92413F-HRTimeline
Quadcap Wealth Management, LLC21,629$1.08M0.14%-1,50513F-HRTimeline
Orion Porfolio Solutions, LLC19,074$954K0.01%+4,17013F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC17,417$871K0.53%+2,52913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,205$860K0.06%+6,46013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,376$769K<0.01%+4,82113F-HRTimeline
Arete Wealth Advisors, LLC15,000$750K0.05%new13F-HRTimeline
FLOW TRADERS U.S. LLC13,199$660K0.02%+3,90013F-HRTimeline
Milestones Private Investment Advisors …12,993$650K0.48%13F-HRTimeline
MBA Advisors LLC12,790$640K0.3%+1,69013F-HRTimeline
HighTower Advisors, LLC11,963$598K<0.01%+2,09413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,800$540K<0.01%+2,07613F-HRTimeline
Tower Wealth Partners, Inc.9,455$473K0.28%+5413F-HRTimeline
NewEdge Advisors, LLC7,820$391K<0.01%+6,42013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,635$382K0.04%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC6,997$350K0.12%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,050$302K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC5,992$300K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,939$297K<0.01%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC5,498$275K0.01%new13F-HRTimeline
Diversified Portfolios, Inc.5,163$258K0.02%new13F-HRTimeline
Montis Financial, LLC5,040$252K0.07%new13F-HRTimeline
FSA Advisors, Inc.4,807$240K0.2%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,776$239K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,034$202K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,647$182K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,542$127K<0.01%+1,98013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,225$111K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,007$50.4K<0.01%13F-HRTimeline
AE Wealth Management LLC730$36.5K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC615$30.8K0.01%+513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.