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Disclosery

EVTR MORGAN STANLEY ETF TRUST

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ETF (fund)

182 managers (186 13F filers) reported a position in EVTR shares at 2026-06-30, 91,677,870 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.

Managers
182
13F filers
186
New
27
Added
104
Reduced
39
Sold out
18
Shares held by filers
91,677,870

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 STANLEY39,231,687$1.99B0.11%+6,386,64213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,218,788$315M0.06%+316,02213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,250,011$216M0.04%+112,60413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,794,623$192M0.01%+228,21413F-HRTimelineGroup
LPL Financial LLC3,775,096$191M0.04%+322,34913F-HRTimeline
FMR LLCin group FMR LLC3,029,286$154M0.01%-979,12413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,516,229$128M0.03%+275,14613F-HRTimelineGroup
Prodigy Asset Management LLC2,276,545$115M34.77%-14,02113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,217,002$112M0.13%+153,09913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,157,721$109M+542,875Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,591,588$80.7M0.04%+297,88413F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,408,343$71.4M6.8%+3,47913F-HRTimeline
ALPS ADVISORS INC1,381,250$70M0.33%+364,01013F-HRTimeline
Janney Montgomery Scott LLC1,281,789$65M0.13%+61,75613F-HRTimeline
HighTower Advisors, LLC1,157,397$58.7M0.06%+525,10813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…639,218$32.4M0.02%-37,15713F-HRTimelineGroup
Cetera Investment Advisers597,038$30.3M0.03%+161,21413F-HRTimeline
Valley Financial Group, Inc.538,266$27.3M13.46%+19,03313F-HRTimeline
Retirement Management Systems Inc.534,941$27.1M5.55%+65,12813F-HRTimeline
Quadcap Wealth Management, LLC476,939$24.2M2.36%+11,64613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management472,603$24M0.72%-213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA383,302$19.4M<0.01%+264,93513F-HRTimelineGroup
Coign Capital Advisors LLC355,309$18M8.11%+11,88813F-HRTimeline
D.A. DAVIDSON & CO.336,009$17M0.09%+44,39213F-HRTimeline
Clear Trail Advisors, LLC318,612$16.2M2.47%+29,89313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC305,794$15.5M0.29%+4,66813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC290,265$14.7M0.02%+31,71913F-HRTimeline
Stonehearth Capital Management, LLC282,092$14.3M4.88%new13F-HRTimeline
Bouvel Investment Partners, LLC280,957$14.2M3.22%+19,88513F-HRTimeline
Madrid Wealth Management, LLC277,622$14.1M9.24%+28,46413F-HRTimeline
Sanctuary Advisors, LLC267,193$13.5M0.06%+13,99313F-HRTimeline
STEVENS CAPITAL PARTNERS266,333$13.5M2.57%+30,46213F-HRTimeline
HARBOUR INVESTMENTS, INC.245,116$12.4M0.17%+8,23713F-HRTimeline
Live Oak Investment Partners242,468$12.3M6.62%+7,78213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…242,335$12.3M0.02%new13F-HRTimelineGroup
Snowden Capital Advisors LLC241,592$12.3M0.29%+16,57213F-HRTimeline
Destiny Wealth Partners, LLC231,605$11.6M1.63%-58,18313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC222,709$11.3M<0.01%+85,39813F-HRTimelineGroup
Private Advisor Group, LLC208,049$10.6M0.05%+74,33113F-HRTimeline
Eldridge Investment Advisors, Inc.206,082$10.5M2.07%+68,96713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC202,285$10.3M0.01%new13F-HRTimelineGroup
Systelligence, LLC192,248$9.75M1.63%-12,29913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …187,205$9.49M0.1%+174,01913F-HRTimelineGroup
Asset Allocation Strategies LLC179,678$9.11M1.4%+28,41713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding178,248$8.95MnewTimeline
Pinion Investment Advisors, LLC172,412$8.74M1.66%+20,58813F-HRTimeline
Balanced Rock Investment Advisors LLC169,176$8.58M5.35%+15,10113F-HRTimeline
Kingsview Wealth Management, LLC166,963$8.47M0.1%+23,46113F-HRTimeline
MML INVESTORS SERVICES, LLC163,002$8.27M0.02%+34,22513F-HRTimeline
Focus Financial Network, Inc.160,768$8.18M0.25%+95,89013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV135,946$6.89M0.33%+119,89813F-HRTimeline
OAK FAMILY ADVISORS, LLC130,871$6.64M1.92%+19413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC127,959$6.49M0.08%+9,09913F-HRTimelineGroup
Geneos Wealth Management Inc.127,680$6.47M0.13%+1,45013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC127,350$6.46M0.68%-200,68313F-HRTimeline
Wall Street Financial Group, Inc.126,733$6.43M3.44%-12,25113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC124,763$6.35M1.13%+13,36813F-HRTimeline
WNY Asset Management, LLC124,746$6.33M0.57%+28,01013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC124,474$6.31M3.65%+24,06713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding124,209$6.3M+7,421Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…122,952$6.23M0.13%+57,92813F-HRTimelineGroup
Summit Financial, LLC118,412$6.03M0.07%+10,28513F-HRTimeline
CENTAURUS FINANCIAL, INC.118,030$5.99M0.23%+14,28013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,742$5.87M0.03%+63213F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding108,565$5.51M-6,477Timeline
Corient Private Wealth LPin group Corient Private Wealth LP97,856$4.96M0.01%+33,18013F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC97,807$4.96M1.21%+14,67213F-HRTimeline
Layline Advisors, LLC92,564$4.69M4.21%13F-HRTimeline
PCM Encore, LLC89,772$4.55M0.8%+25,12713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,094$4.52M<0.01%+28,55313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC88,970$4.51M<0.01%-5,22013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC82,496$4.18M1.14%+35713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,972$4.16M<0.01%+3,54913F-HRTimelineGroup
Heritage Wealth Management, Inc.81,742$4.15M1.03%+7,70713F-HRTimeline
IFP Advisors, Inc79,607$4.04M0.07%+19,10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.76,532$3.88M0.02%+19,10713F-HRTimelineGroup
Advisory Resource Group75,881$3.85M0.58%-84913F-HRTimeline
Beacon Bridge Wealth Partners, LLC73,940$3.75M1.07%-1,67713F-HRTimeline
Arax Advisory Partners73,135$3.71M0.02%new13F-HRTimeline
Savvy Advisors, Inc.71,850$3.64M0.08%new13F-HRTimeline
OLD MISSION CAPITAL LLC71,492$3.63M0.09%new13F-HRTimeline
NewEdge Advisors, LLC67,058$3.4M0.01%-5,64013F-HRTimeline
CAP Partners, LLC65,928$3.34M1.64%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp63,604$3.23M<0.01%+1,26113F-HRTimelineGroup
Peak Planning Group, LLC62,279$3.16M0.71%-2513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP60,998$3.09M<0.01%+6,99913F-HRTimelineGroup
Merit Financial Group, LLC58,689$2.98M0.02%+13,93713F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC58,249$2.95M0.15%+99313F-HRTimeline
Atria Investments, Inc57,067$2.89M0.03%+21,55813F-HRTimeline
Gladstone Institutional Advisory LLC56,712$2.88M0.09%+5,89113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …53,615$2.72M0.05%+3,66013F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC52,889$2.68M0.58%+17,90513F-HRTimeline
Cornerstone Wealth Management, LLC50,765$2.57M0.11%+16013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,576$2.43M<0.01%+33,00513F-HRTimelineGroup
Members Trust Co45,080$2.29M0.07%+9,16313F-HRTimeline
Evergreen Wealth Partners LLC44,733$2.27M1.36%+13,47913F-HRTimeline
Cambridge Investment Research Advisors,…44,702$2.27M0.01%+14,72013F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT42,843$2.17M0.13%-13813F-HRTimeline
UPTICK PARTNERS, LLC41,019$2.08M0.32%+2,39513F-HRTimeline
Trademark Financial Management, LLC33,268$1.69M0.69%-34,01013F-HRTimeline
SeaCrest Wealth Management, LLC32,954$1.67M0.18%+5,29713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,249$1.58M0.01%+12,07813F-HRTimelineGroup
&PARTNERS29,857$1.51M0.01%-10,45613F-HRTimeline
Investment Partners Asset Management, I…29,586$1.5M0.84%+1,18113F-HRTimeline
Gross & Hartman Investments LLC26,382$1.34M0.59%+1,46413F-HRTimeline
MidAtlantic Capital Management, Inc.25,933$1.32M0.82%-12613F-HRTimeline
Helium Advisors LLC24,654$1.25M1.04%+14,05913F-HRTimeline
Asset One Wealth Management LLC24,323$1.23M0.13%-1,57213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,659$1.19M<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…22,140$1.12M0.01%+1,67813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,981$1.11M0.02%-6,75013F-HRTimeline
Integrated Wealth Concepts LLC21,760$1.1M0.01%+11,06213F-HRTimeline
KPP Advisory Services LLC19,633$996K0.13%+2,37113F-HRTimeline
KWB Wealth19,616$995K0.09%new13F-HRTimeline
Opal Wealth Advisors, LLC19,327$980K0.21%013F-HRTimeline
Western Wealth Management, LLC18,840$955K0.03%-225,35313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,708$949K0.01%+71313F-HRTimelineGroup
Prospera Financial Services Inc17,334$879K0.01%new13F-HRTimeline
RFG Advisory, LLC16,938$859K0.01%+2,70513F-HRTimeline
Horizon Wealth Management, LLC16,535$838K0.11%-224,16213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,500$837K<0.01%-12,80013F-HRTimeline
Miller Financial Services LLC16,084$816K0.66%+1,07013F-HRTimeline
Tulsa Wealth Advisors, INC15,851$804K0.11%-3,16613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC15,842$803K0.51%+12013F-HRTimeline
Meadowbrook Advisors Group, LLC14,809$751K0.4%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,527$737K<0.01%013F-HRTimelineGroup
WCG Wealth Advisors LLC13,803$700K0.02%+2,17213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,741$697K0.03%+7,26513F-HRTimeline
Vestmark Advisory Solutions, Inc.12,512$634K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,332$625K0.03%+27213F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC12,000$609K0.06%+2,00013F-HRTimeline
IFG Advisory, LLC11,728$595K0.02%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,429$582K0.1%+3,27013F-HRTimeline
Strategic Financial Concepts, LLC11,341$575K0.17%-1,82713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,177$567K0.05%new13F-HRTimeline
LVW Advisors, LLC10,593$537K0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC10,480$531K0.02%-48713F-HRTimeline
Penney Financial, LLC8,969$455K0.16%-130,05313F-HRTimeline
Breakwater Capital Group8,855$449K0.05%+30413F-HRTimeline
Beacon Financial Advisory LLC8,623$437K0.09%-2,04613F-HRTimeline
Prosperity Bancshares Inc8,597$436K0.28%-1,18213F-HRTimeline
STRATEGIC PLANNING GROUP, LLC8,282$420K0.05%-1,52613F-HRTimeline
COZAD ASSET MANAGEMENT INC7,816$396K0.03%new13F-HRTimeline
Split Rock Private Trading & Wealth Man…7,590$385K0.26%-7,68113F-HRTimeline
Waverly Advisors, LLC7,359$373K<0.01%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,740$342K0.05%+9113F-HRTimeline
Tiller Private Wealth, Inc.6,401$325K0.1%new13F-HRTimeline
Centerpoint Advisory Group6,320$320K0.2%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,313$320K0.04%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC6,280$319K0.01%new13F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC5,954$302K0.1%+16313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,831$298K<0.01%-78213F-HRTimelineGroup
Farther Finance Advisors, LLC5,770$293K<0.01%+5413F-HRTimeline
Zhang Financial LLC5,755$292K0.01%013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC5,240$266K0.09%new13F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,759$241K<0.01%-1013F-HRTimelineGroup
Arkadios Wealth Advisors4,736$240K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,650$236K<0.01%-20113F-HR/ATimeline
RASP WEALTH SOLUTIONS, LLC4,132$210K0.07%13F-HRTimeline
Empirical Asset Management, LLC4,019$204K0.05%+4813F-HRTimeline
Barnes Dennig Private Wealth Management…3,758$191K0.15%+49613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,726$87.4K0.01%+20413F-HRTimeline
Meramec Financial Planners, LLC1,727$86.7K0.03%new13F-HRTimeline
N.E.W. Advisory Services LLC1,446$73.3K<0.01%-32213F-HRTimeline
RHL GROUP, LLC1,426$72.7K0.06%+39113F-HRTimeline
Allworth Financial LP1,430$72.5K<0.01%+82113F-HRTimeline
Cornerstone Financial Management LLC1,375$69.7K0.06%013F-HR/ATimeline
PRIVATE TRUST CO NA1,228$62.3K<0.01%-31713F-HRTimeline
MONTAG A & ASSOCIATES INC1,137$57.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,100$55.8K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,050$53.2K0.03%-13,45413F-HRTimeline
Global Retirement Partners, LLC844$42.8K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC800$40.6K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC658$33.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG595$30.2K<0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP510$25.9K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC402$20.4K<0.01%-913F-HRTimeline
NBH Bank380$19.3K0.01%13F-HRTimeline
Triumph Capital Management200$10.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC184$9.41K<0.01%013F-HRTimeline
AE Wealth Management LLC174$8.84K<0.01%+213F-HRTimeline
Investment Research & Advisory Group, I…1$54<0.01%013F-HRTimeline