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Disclosery

EVSM MORGAN STANLEY ETF TRUST

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EATON VANCE SHRT (fund)

63 managers (63 13F filers) reported a position in EVSM shares at 2025-09-30, 5,602,522 shares in all. 23 filers opened a position and 3 filers sold out during the quarter.

Managers
63
13F filers
63
New
23
Added
29
Reduced
5
Sold out
3
Shares held by filers
5,602,522

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 STANLEY2,903,849$146M0.01%+214,29513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC429,036$21.6M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC246,747$12.4M<0.01%+71,28013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC217,098$10.9M2.13%new13F-HRTimeline
&PARTNERS187,411$9.5M0.06%+38,71113F-HRTimeline
LPL Financial LLC174,040$8.78M<0.01%+104,92013F-HRTimeline
Tilson Financial Group, Inc.170,344$8.59M2.82%new13F-HRTimeline
Atria Investments, Inc121,150$6.11M0.07%+31,62513F-HRTimeline
Farther Finance Advisors, LLC103,506$5.22M0.08%+58,09913F-HRTimeline
Sanctuary Advisors, LLC103,112$5.2M0.03%+12,23413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,156$3.44M<0.01%+11,73313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC63,651$3.21M0.01%+33,72813F-HRTimeline
Cambridge Investment Research Advisors,…59,689$3.01M0.01%+10,60613F-HRTimeline
WEALTHSPAN PARTNERS, LLC55,570$2.8M1.08%+13,31513F-HRTimeline
Arkadios Wealth Advisors55,201$2.78M0.07%new13F-HRTimeline
Cetera Investment Advisers53,171$2.68M<0.01%+29,42713F-HRTimeline
Summit Financial, LLC51,830$2.61M0.04%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,829$2.26M0.06%+39,33113F-HRTimeline
Orion Porfolio Solutions, LLC35,788$1.8M0.01%+16,71413F-HRTimeline
Janney Montgomery Scott LLC29,299$1.48M<0.01%-62713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC27,857$1.4M0.59%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,692$1.35M<0.01%+11,31613F-HRTimeline
Diversified Portfolios, Inc.24,180$1.22M0.11%+19,01713F-HRTimeline
Redhawk Wealth Advisors, Inc.22,235$1.12M0.13%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …21,309$1.07M0.02%new13F-HRTimelineGroup
Nemes Rush Group LLC19,972$1.01M0.1%new13F-HRTimeline
Quadcap Wealth Management, LLC19,489$983K0.12%-2,14013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,234$970K<0.01%new13F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC18,428$929K0.52%+1,01113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,205$868K0.05%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC16,542$834K0.02%+10,55013F-HRTimeline
Arete Wealth Advisors, LLC15,000$757K0.05%013F-HRTimeline
Milestones Private Investment Advisors …14,804$747K0.51%+1,81113F-HRTimeline
MBA Advisors LLC14,595$736K0.31%+1,80513F-HRTimeline
HighTower Advisors, LLC14,134$713K<0.01%+2,17113F-HRTimeline
FLOW TRADERS U.S. LLC13,054$658K0.03%-14513F-HRTimeline
Tower Wealth Partners, Inc.9,455$477K0.26%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,813$444K<0.01%+4,03713F-HRTimelineGroup
FSA Advisors, Inc.8,632$435K0.34%+3,82513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,432$425K<0.01%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC7,700$388K0.04%+6513F-HRTimelineGroup
BridgePort Financial Solutions, LLC6,997$353K0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,571$331K<0.01%+52113F-HRTimeline
Brookwood Investment Group LLC6,267$316K0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,000$303K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,939$300K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC5,621$283K<0.01%-2,19913F-HRTimeline
Montis Financial, LLC5,616$283K0.07%+57613F-HRTimeline
Nvest Financial, LLC4,958$250K0.14%new13F-HRTimeline
Valmark Advisers, Inc.4,837$244K<0.01%new13F-HRTimeline
COMERICA BANK4,669$235K<0.01%+63513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,009$202K<0.01%new13F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc4,006$202K0.11%new13F-HRTimeline
Private Advisor Group, LLC3,990$201K<0.01%new13F-HRTimeline
Advisory Services Network, LLC3,968$200K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,410$122K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,225$112K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,342$67.7K<0.01%+33513F-HRTimeline
Princeton Global Asset Management LLC620$31.3K0.01%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA413$21K<0.01%-3,23413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…400$20.2K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC399$20.1K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\26$1.31K<0.01%new13F-HRTimelineGroup