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Disclosery

EVTR MORGAN STANLEY ETF TRUST

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ETF (fund)

81 managers (82 13F filers) reported a position in EVTR shares at 2024-12-31, 15,369,631 shares in all. 33 filers opened a position and 7 filers sold out during the quarter.

Managers
81
13F filers
82
New
33
Added
32
Reduced
8
Sold out
7
Shares held by filers
15,369,631

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY5,987,008$299M0.02%+2,262,15413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,595,720$129M0.03%new13F-HRTimelineGroup
LPL Financial LLC1,097,670$54.7M0.02%+675,48213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,061,627$52.9M0.12%+128,89613F-HR/ATimelineGroup
Janney Montgomery Scott LLC779,685$38.9M0.11%+154,82313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,679$33.1M0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC375,006$18.7M0.03%+39713F-HRTimeline
Bouvel Investment Partners, LLC235,817$11.8M4.24%-5,08613F-HRTimeline
Systelligence, LLC226,452$11.3M2.79%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC193,362$9.64M2.53%13F-HRTimeline
Western Wealth Management, LLC178,588$8.9M0.58%+148,86513F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC171,546$8.55M0.69%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding158,078$7.88M+51,696Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA157,015$7.83M<0.01%+153,69813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.124,217$6.19M0.06%+97,99813F-HRTimelineGroup
Valley Financial Group, Inc.103,877$5.18M3.6%+4,35513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…90,037$4.49M<0.01%+83,71913F-HRTimelineGroup
Independent Advisor Alliance82,634$4.12M0.05%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC73,354$3.66M0.45%+23,80913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,006$3.19M0.01%+1,20713F-HRTimelineGroup
Merit Financial Group, LLC59,732$2.98M0.05%new13F-HRTimeline
Advisory Resource Group59,393$2.96M0.63%+81413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,547$2.77M<0.01%+14,42713F-HRTimeline
FLOW TRADERS U.S. LLC54,812$2.73M0.11%-24,23113F-HRTimeline
Peak Planning Group, LLC49,409$2.46M1.03%+2,67913F-HRTimeline
Eldridge Investment Advisors, Inc.49,280$2.46M0.57%+43,85013F-HRTimeline
NewEdge Advisors, LLC47,825$2.38M0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…41,607$2.07M0.02%new13F-HRTimeline
Wall Street Financial Group, Inc.40,013$2M1.95%+13,95313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…34,044$1.7M0.14%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC33,782$1.68M0.08%+8,47113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,973$1.59M<0.01%-28,12513F-HRTimelineGroup
Cetera Investment Advisers30,569$1.52M<0.01%+9,22413F-HRTimeline
MidAtlantic Capital Management, Inc.24,409$1.22M0.89%+1,17913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,991$1.2M<0.01%-59313F-HRTimelineGroup
Integrated Wealth Concepts LLC21,644$1.08M0.01%+12713F-HRTimeline
IronOak Wealth LLC.19,126$954K1.07%13F-HRTimeline
Private Advisor Group, LLC17,530$874K<0.01%new13F-HRTimeline
Snowden Capital Advisors LLC16,700$833K0.03%+2,07513F-HRTimeline
Sanctuary Advisors, LLC16,344$822K0.01%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC16,125$804K0.37%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC16,081$802K0.7%+8,46813F-HRTimeline
Horizon Wealth Management, LLC13,221$659K0.11%new13F-HRTimeline
Cambridge Investment Research Advisors,…13,018$649K<0.01%-44613F-HRTimeline
MML INVESTORS SERVICES, LLC11,434$570K<0.01%-25,48813F-HRTimeline
COMERICA BANK10,957$546K<0.01%+7,32813F-HR/ATimeline
Atria Investments, Inc10,358$516K0.01%+5213F-HRTimeline
Strategic Financial Concepts, LLC9,865$492K0.09%+1,33613F-HR/ATimeline
Trademark Financial Management, LLC9,530$475K0.38%new13F-HRTimeline
Kingsview Wealth Management, LLC8,567$427K0.01%+90413F-HRTimeline
SeaCrest Wealth Management, LLC8,524$425K0.04%+2,31113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,131$405K<0.01%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC7,390$368K0.01%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …6,723$335K0.03%new13F-HRTimelineGroup
Crewe Advisors LLC5,592$279K0.04%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,177$258K0.04%13F-HRTimeline
Private Portfolio Partners LLC4,892$244K0.04%-24013F-HRTimeline
Miller Financial Services LLC4,855$242K0.2%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,598$229K<0.01%-1,00013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP4,569$228K<0.01%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC4,493$224K0.03%new13F-HRTimeline
KPP Advisory Services LLC4,250$212K0.05%new13F-HRTimeline
Acorn Wealth Advisors, LLC4,250$212K0.09%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,130$206K0.02%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,076$203K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,921$196K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,549$184K0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,358$167K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,000$150K<0.01%+2,91213F-HRTimelineGroup
WINTRUST INVESTMENTS LLC1,564$78K0.07%new13F-HRTimeline
EASTERN BANK1,455$72.5K<0.01%new13F-HRTimeline
REAP Financial Group, LLC951$47.4K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.919$45.8K<0.01%+56913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC800$39.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management602$30K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC199$9.93K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.193$9.62K0.01%13F-HRTimeline
Sunbelt Securities, Inc.162$8.1K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG29$1.45K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15$748<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.