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Disclosery

EVTR MORGAN STANLEY ETF TRUST

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ETF (fund)

93 managers (95 13F filers) reported a position in EVTR shares at 2025-03-31, 24,437,209 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
93
13F filers
95
New
27
Added
50
Reduced
12
Sold out
11
Shares held by filers
24,437,209

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY11,413,116$578M0.04%+5,426,10813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,500,268$127M0.03%-95,45213F-HRTimelineGroup
LPL Financial LLC1,509,784$76.4M0.03%+412,11413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,348,056$68.3M0.15%+286,42913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC988,866$50.1M0.02%+324,18713F-HRTimelineGroup
Janney Montgomery Scott LLC781,450$39.6M0.11%+1,76513F-HRTimeline
HighTower Advisors, LLC444,425$22.5M0.03%+69,41913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA356,989$18.1M<0.01%+199,97413F-HR/ATimelineGroup
STRATEGIC PLANNING GROUP, LLC337,612$17.1M3.35%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC335,277$17M3.26%+141,91513F-HRTimeline
Quadcap Wealth Management, LLC320,536$16.2M2.35%+316,04313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding312,138$15.8M+154,060Timeline
ELEVATION POINT WEALTH PARTNERS, LLC265,426$13.4M1.15%+93,88013F-HR/ATimeline
Bouvel Investment Partners, LLC240,903$12.5M4.69%+5,08613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…201,959$10.2M0.01%+111,92213F-HRTimelineGroup
Western Wealth Management, LLC196,035$9.93M0.66%+17,44713F-HRTimeline
Coign Capital Advisors LLC192,231$9.73M7.49%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…177,714$9M0.01%+153,72313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management168,680$8.54M0.27%new13F-HRTimelineGroup
Systelligence, LLC159,879$8.09M1.94%-66,57313F-HRTimeline
Per Stirling Capital Management, LLC.152,693$7.73M1.11%new13F-HRTimeline
Eldridge Investment Advisors, Inc.146,131$7.4M1.7%+96,85113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC138,726$7.02M0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers121,573$6.16M0.01%+91,00413F-HRTimeline
Valley Financial Group, Inc.120,251$6.09M4.04%+16,37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,203$4.62M0.01%+35,65613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC78,411$3.97M1.82%+62,28613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,861$3.64M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,722$3.63M0.01%+7,71613F-HRTimelineGroup
Gateway Wealth Partners, LLC70,786$3.58M0.81%new13F-HRTimeline
MML INVESTORS SERVICES, LLC69,687$3.53M0.01%+58,25313F-HRTimeline
Pinion Investment Advisors, LLC68,782$3.48M0.77%new13F-HRTimeline
Advisory Resource Group65,534$3.32M0.68%+6,14113F-HRTimeline
Merit Financial Group, LLC59,990$3.04M0.05%+25813F-HRTimeline
Trademark Financial Management, LLC59,787$3.03M2.31%+50,25713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…56,155$2.84M0.24%+22,11113F-HRTimelineGroup
NewEdge Advisors, LLC52,483$2.66M0.02%+4,65813F-HRTimeline
Peak Planning Group, LLC47,059$2.38M1%-2,35013F-HRTimeline
Wall Street Financial Group, Inc.43,280$2.19M2.27%+3,26713F-HRTimeline
Gladstone Institutional Advisory LLC40,804$2.07M0.1%+7,02213F-HRTimeline
ORG Partners LLC42,621$1.84M0.45%new13F-HRTimeline
Apexium Financial, LP35,370$1.8M0.11%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,134$1.58M<0.01%-83913F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC31,111$1.58M1.33%+15,03013F-HRTimeline
FLOW TRADERS U.S. LLC29,521$1.5M0.06%-25,29113F-HRTimeline
Cornerstone Wealth Management, LLC28,490$1.44M0.1%new13F-HRTimeline
MidAtlantic Capital Management, Inc.25,238$1.28M1%+82913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,018$1.27M0.01%-99,19913F-HRTimelineGroup
Private Advisor Group, LLC23,108$1.17M0.01%+5,57813F-HRTimeline
Cambridge Investment Research Advisors,…22,549$1.14M<0.01%+9,53113F-HRTimeline
Integrated Wealth Concepts LLC21,705$1.1M0.01%+6113F-HRTimeline
COMERICA BANK21,585$1.09M<0.01%+10,62813F-HRTimeline
Sanctuary Advisors, LLC17,379$880K0.01%+1,03513F-HRTimeline
SeaCrest Wealth Management, LLC14,717$745K0.08%+6,19313F-HRTimeline
Snowden Capital Advisors LLC12,850$653K0.02%-3,85013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,960$606K+4,570Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,813$598K0.05%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT11,600$587K0.04%new13F-HRTimeline
Strategic Financial Concepts, LLC10,815$548K0.1%+95013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,811$547K<0.01%+2,68013F-HRTimeline
KPP Advisory Services LLC9,466$479K0.09%+5,21613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,067$459K0.01%+4,46913F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,538$432K0.03%+1,81513F-HRTimelineGroup
Kingsview Wealth Management, LLC8,195$415K0.01%-37213F-HRTimeline
GPS Wealth Strategies Group, LLC7,629$386K0.05%+4,27113F-HRTimeline
Breakwater Capital Group6,397$324K0.06%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,622$285K<0.01%+1,54613F-HRTimelineGroup
Miller Financial Services LLC5,309$269K0.39%+45413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,210$264K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,024$254K<0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC4,915$249K0.08%new13F-HRTimeline
Park Edge Advisors, LLC4,557$231K0.06%new13F-HRTimeline
Acorn Wealth Advisors, LLC4,479$227K0.09%+22913F-HRTimeline
&PARTNERS4,432$220K<0.01%new13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,237$215K0.03%-94013F-HRTimeline
Centerpoint Advisory Group4,210$213K0.21%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,130$209K0.02%013F-HRTimeline
Belpointe Asset Management LLC4,069$206K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,000$150K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,227$113K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,163$110K<0.01%-39,44413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,164$59K<0.01%+1,14913F-HRTimelineGroup
REAP Financial Group, LLC959$48.5K0.01%+813F-HRTimeline
HARBOUR INVESTMENTS, INC.919$46.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC800$40.5K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC690$34.9K<0.01%new13F-HRTimeline
EASTERN BANK650$32.9K<0.01%-80513F-HRTimeline
MAI Capital Management602$30.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP510$25.8K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc251$12.7K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP97$4.92K<0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.34$1.72K<0.01%-12813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.