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Disclosery

EVSM MORGAN STANLEY ETF TRUST

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EATON VANCE SHRT (fund)

75 managers (75 13F filers) reported a position in EVSM shares at 2025-12-31, 6,708,488 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
75
New
15
Added
45
Reduced
8
Sold out
6
Shares held by filers
6,708,488

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 STANLEY3,009,023$152M0.01%+105,17413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC576,551$29M0.01%+147,51513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC274,489$13.8M<0.01%+27,74213F-HRTimelineGroup
LPL Financial LLC253,394$12.8M<0.01%+79,35413F-HRTimeline
Garrett Wealth Advisory Group, LLC245,592$12.4M2.34%+28,49413F-HRTimeline
&PARTNERS208,622$10.5M0.06%+21,21113F-HRTimeline
Sunflower Bank, N.A.190,799$9.61M2.42%new13F-HRTimeline
Tilson Financial Group, Inc.176,279$8.88M2.73%+5,93513F-HRTimeline
Sanctuary Advisors, LLC112,378$5.66M0.03%+9,26613F-HRTimeline
Farther Finance Advisors, LLC112,109$5.65M0.06%+8,60313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC98,019$4.94M0.01%+78,78513F-HRTimelineGroup
Atria Investments, Inc92,995$4.68M0.05%-28,15513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,392$4M0.01%+11,23613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC78,412$3.95M0.01%+14,76113F-HRTimeline
Cambridge Investment Research Advisors,…71,879$3.62M0.01%+12,19013F-HRTimeline
FLOW TRADERS U.S. LLC71,282$3.59M0.12%+58,22813F-HRTimeline
Summit Financial, LLC66,251$3.34M0.05%+14,42113F-HRTimeline
Diversified Portfolios, Inc.63,765$3.21M0.27%+39,58513F-HRTimeline
Arkadios Wealth Advisors55,000$2.77M0.05%-20113F-HRTimeline
WEALTHSPAN PARTNERS, LLC51,463$2.59M0.94%-4,10713F-HRTimeline
Cetera Investment Advisers50,111$2.52M<0.01%-3,06013F-HRTimeline
U.S. Capital Wealth Advisors, LLC48,239$2.43M0.06%+3,41013F-HRTimeline
Orion Porfolio Solutions, LLC46,401$2.34M0.02%+10,61313F-HRTimeline
Oasis Advisors, LLC46,283$2.33M1.24%13F-HRTimeline
OLD MISSION CAPITAL LLC45,564$2.3M0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,884$1.91M<0.01%+11,19213F-HRTimeline
Janney Montgomery Scott LLC36,986$1.86M<0.01%+7,68713F-HRTimeline
Nemes Rush Group LLC32,233$1.62M0.15%+12,26113F-HRTimeline
BlueStem Wealth Partners, LLC29,488$1.49M0.16%new13F-HRTimeline
Dynamic Advisor Solutions LLC28,602$1.44M0.05%+12,06013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,411$1.18M<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,008$1.16M0.02%+1,69913F-HRTimelineGroup
McAdam, LLC20,364$1.03M0.05%new13F-HRTimeline
MBA Advisors LLC20,300$1.02M0.41%+5,70513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,216$1.02M<0.01%new13F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.20,155$1.02M0.06%+2,95013F-HRTimelineGroup
Quadcap Wealth Management, LLC19,455$959K0.11%-3413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC18,659$940K0.51%+23113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC18,381$926K0.29%-9,47613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,306$872K<0.01%+16,90613F-HR/ATimelineGroup
FSA Advisors, Inc.16,915$852K0.59%+8,28313F-HRTimeline
Arete Wealth Advisors, LLC15,656$789K0.05%+65613F-HR/ATimeline
Milestones Private Investment Advisors …15,158$764K0.53%+35413F-HRTimeline
HighTower Advisors, LLC14,308$721K<0.01%+17413F-HRTimeline
ORBA Wealth Advisors, L.L.C.12,876$649K0.56%new13F-HRTimeline
New England Private Wealth Advisors LLC12,056$607K0.08%new13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,642$536K<0.01%+1,82913F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC8,720$439K0.04%+1,02013F-HRTimelineGroup
NewEdge Advisors, LLC8,644$435K<0.01%+3,02313F-HRTimeline
Private Advisor Group, LLC8,119$409K<0.01%+4,12913F-HRTimeline
Gateway Wealth Partners, LLC7,637$385K0.04%new13F-HRTimeline
BridgePort Financial Solutions, LLC6,997$352K0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,489$327K<0.01%-8213F-HRTimeline
PCM Encore, LLC6,278$316K0.07%13F-HRTimeline
Brookwood Investment Group LLC6,267$316K0.04%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,000$302K<0.01%013F-HRTimelineGroup
Montis Financial, LLC5,687$286K0.06%+7113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,296$267K<0.01%+1,28713F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC5,016$253K0.11%new13F-HRTimeline
Nvest Financial, LLC5,008$252K0.1%+5013F-HRTimeline
Valmark Advisers, Inc.4,885$246K<0.01%+4813F-HRTimeline
Advisory Services Network, LLC4,689$236K<0.01%+72113F-HRTimeline
Evergreen Wealth Partners LLC4,040$203K0.17%13F-HRTimeline
COMERICA BANK3,904$197K<0.01%-76513F-HRTimeline
Steward Partners Investment Advisory, L…3,900$196K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,830$143K0.01%+42013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,569$129K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,225$112K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,889$95.1K<0.01%+1,86313F-HRTimelineGroup
Global Retirement Partners, LLC1,356$68.3K<0.01%+1413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA835$42K<0.01%+42213F-HRTimelineGroup
Princeton Global Asset Management LLC626$31.5K0.01%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO115$5.79K<0.01%new13F-HRTimelineGroup
Allworth Financial LP115$5.79K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$50<0.01%new13F-HRTimelineGroup