Skip to content
Disclosery

EVSM MORGAN STANLEY ETF TRUST

Follow

EATON VANCE SHRT (fund)

93 managers (93 13F filers) reported a position in EVSM shares at 2026-03-31, 8,987,629 shares in all. 25 filers opened a position and 7 filers sold out during the quarter.

Managers
93
13F filers
93
New
25
Added
44
Reduced
17
Sold out
7
Shares held by filers
8,987,629

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,518,497$177M0.01%+509,47413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC835,804$42M0.01%+259,25313F-HR/ATimelineGroup
LPL Financial LLC543,001$27.3M0.01%+289,60713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC287,303$14.4M<0.01%+12,81413F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC256,680$12.9M2.29%+11,08813F-HRTimeline
&PARTNERS243,867$12.3M0.06%+35,24513F-HRTimeline
Sunflower Bank, N.A.199,520$10M2.55%+8,72113F-HRTimeline
Tilson Financial Group, Inc.179,313$9M2.7%+3,03413F-HRTimeline
Farther Finance Advisors, LLC159,336$8M0.08%+47,22713F-HRTimeline
Sanctuary Advisors, LLC111,715$5.61M0.03%-66313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.107,318$5.39M0.01%+27,92613F-HRTimelineGroup
Diversified Portfolios, Inc.81,241$4.08M0.34%+17,47613F-HRTimeline
Summit Financial, LLC75,351$3.79M0.05%+9,10013F-HRTimeline
Oasis Advisors, LLC834,792$3.48M0.68%+788,50913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,551$2.99M<0.01%+42,24513F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC58,396$2.93M1.03%+6,93313F-HRTimeline
Elequin Capital, LP56,315$2.82M0.26%new13F-HRTimeline
Arkadios Wealth Advisors54,223$2.72M0.05%-77713F-HRTimeline
MML INVESTORS SERVICES, LLC52,008$2.61M0.01%-26,40413F-HRTimeline
U.S. Capital Wealth Advisors, LLC49,017$2.46M0.06%+77813F-HRTimeline
FLOW TRADERS U.S. LLC46,012$2.31M0.07%-25,27013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC45,842$2.3M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,214$2.22M<0.01%+6,33013F-HRTimeline
Nemes Rush Group LLC44,019$2.21M0.21%+11,78613F-HRTimeline
Janney Montgomery Scott LLC41,656$2.09M0.01%+4,67013F-HRTimeline
Rossby Financial, LCC41,624$2.09M0.44%new13F-HRTimeline
OLD MISSION CAPITAL LLC41,454$2.08M0.05%-4,11013F-HRTimeline
McAdam, LLC41,143$2.06M0.09%+20,77913F-HRTimeline
Cetera Investment Advisers40,653$2.04M<0.01%-9,45813F-HRTimeline
Integrated Wealth Concepts LLC36,659$1.84M0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,255$1.77M<0.01%-62,76413F-HRTimelineGroup
Dynamic Advisor Solutions LLC33,773$1.7M0.05%+5,17113F-HRTimeline
Asset Allocation Strategies LLC32,598$1.64M0.29%new13F-HRTimeline
Cambridge Investment Research Advisors,…31,390$1.57M<0.01%-40,48913F-HRTimeline
BlueStem Wealth Partners, LLC28,783$1.44M0.16%-70513F-HRTimeline
Gateway Wealth Partners, LLC28,392$1.43M0.06%+20,75513F-HRTimeline
Savvy Advisors, Inc.26,916$1.35M0.04%new13F-HRTimeline
HighTower Advisors, LLC26,546$1.33M<0.01%+12,23813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.25,705$1.29M0.07%+5,55013F-HRTimelineGroup
Valmark Advisers, Inc.24,154$1.21M0.01%+19,26913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,111$1.16M0.02%+10313F-HRTimelineGroup
WNY Asset Management, LLC21,235$1.07M0.11%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,961$1.05M0.01%new13F-HRTimelineGroup
MBA Advisors LLC20,861$1.05M0.4%+56113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC18,968$952K0.51%+30913F-HR/ATimeline
FSA Advisors, Inc.18,955$951K0.63%+2,04013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,422$925K<0.01%-4,98913F-HRTimelineGroup
Quadcap Wealth Management, LLC17,623$884K0.1%-1,83213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,424$824K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc16,352$821K0.01%-76,64313F-HRTimeline
Arete Wealth Advisors, LLC16,298$818K0.06%+64213F-HR/ATimeline
Milestones Private Investment Advisors …15,212$763K0.67%+5413F-HRTimeline
Orion Porfolio Solutions, LLC14,952$750K0.01%-31,44913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,840$695K<0.01%-6,37613F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.13,500$678K0.09%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC13,323$669K0.21%-5,05813F-HRTimeline
New England Private Wealth Advisors LLC12,745$640K0.07%+68913F-HRTimeline
Advisory Services Network, LLC12,350$620K0.01%+7,66113F-HRTimeline
PCM Encore, LLC12,288$617K0.13%+6,01013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,688$536K<0.01%+4613F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.9,898$497K0.59%-2,97813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,721$488K0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,370$470K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC9,034$453K<0.01%+39013F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,720$438K0.04%013F-HRTimelineGroup
Independent Advisor Alliance8,705$437K<0.01%new13F-HRTimeline
Private Advisor Group, LLC8,534$428K<0.01%+41513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,149$409K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,106$407K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,981$401K<0.01%+1,98113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp7,751$389K<0.01%new13F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,125$358K0.02%+4,90013F-HRTimeline
BridgePort Financial Solutions, LLC6,997$351K0.1%013F-HRTimeline
Brookwood Investment Group LLC6,267$315K0.04%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,513$277K<0.01%+21713F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC5,329$267K0.11%+31313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,065$254K0.02%new13F-HRTimeline
Nvest Financial, LLC5,031$252K0.09%+2313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,975$250K0.01%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,945$248K0.05%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc4,786$240K0.13%new13F-HRTimeline
Synergy Investment Management, LLC4,028$202K0.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,900$196K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,726$187K<0.01%new13F-HRTimeline
AE Wealth Management LLC3,187$160K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,104$156K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2,680$135K0.01%-15013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,569$129K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,504$75.5K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,406$71K<0.01%+57113F-HRTimelineGroup
IFP Advisors, Inc700$35.1K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC629$31.6K0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG50$2.51K<0.01%new13F-HRTimelineGroup