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Disclosery

EVTR MORGAN STANLEY ETF TRUST

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ETF (fund)

112 managers (114 13F filers) reported a position in EVTR shares at 2025-06-30, 31,907,763 shares in all. 26 filers opened a position and 7 filers sold out during the quarter.

Managers
112
13F filers
114
New
26
Added
55
Reduced
24
Sold out
7
Shares held by filers
31,907,763

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY16,552,507$842M0.05%+5,139,39113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,452,006$125M0.03%-48,26213F-HRTimelineGroup
LPL Financial LLC1,791,885$91.1M0.03%+282,10113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,593,836$81.1M0.14%+245,78013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,017,876$51.8M0.02%+29,01013F-HRTimelineGroup
Janney Montgomery Scott LLC853,084$43.4M0.11%+71,63413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/753,374$38.3M<0.01%+751,14713F-HRTimelineGroup
HighTower Advisors, LLC452,038$23M0.03%+7,61313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding398,243$20.3M+86,105Timeline
STRATEGIC PLANNING GROUP, LLC363,782$18.5M3.01%+26,17013F-HRTimeline
Quadcap Wealth Management, LLC351,608$17.9M2.27%+31,07213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC333,714$17M2.69%-1,56313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…316,109$16.1M0.01%+138,39513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…273,603$13.9M0.01%+71,64413F-HRTimelineGroup
Destiny Wealth Partners, LLC258,089$13.1M1.76%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC258,036$13.1M1.02%-7,39013F-HR/ATimeline
Bouvel Investment Partners, LLC251,147$12.8M4.32%+10,24413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA243,271$12.4M<0.01%-113,71813F-HR/ATimelineGroup
Coign Capital Advisors LLC209,207$10.6M7.2%+16,97613F-HRTimeline
Western Wealth Management, LLC198,790$10.1M0.6%+2,75513F-HRTimeline
Systelligence, LLC158,529$8.06M1.49%-1,35013F-HRTimeline
Per Stirling Capital Management, LLC.149,247$7.59M0.99%-3,44613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management149,155$7.54M0.27%-19,52513F-HRTimelineGroup
Eldridge Investment Advisors, Inc.132,118$6.72M1.4%-14,01313F-HRTimeline
Valley Financial Group, Inc.131,321$6.68M4.05%+11,07013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC130,661$6.65M0.01%+39,45813F-HRTimeline
Cetera Investment Advisers127,873$6.5M0.01%+6,30013F-HRTimeline
Balanced Rock Investment Advisors LLC121,997$6.21M4.87%new13F-HRTimeline
Penney Financial, LLC113,122$5.75M2.92%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC93,128$4.74M<0.01%+21,26713F-HRTimelineGroup
Wall Street Financial Group, Inc.91,105$4.63M4.18%+47,82513F-HRTimeline
Private Advisor Group, LLC85,197$4.33M0.02%+62,08913F-HRTimeline
Apexium Financial, LP82,784$4.23M0.22%+47,41413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC79,664$4.05M1.71%+1,25313F-HRTimeline
MML INVESTORS SERVICES, LLC76,392$3.89M0.01%+6,70513F-HRTimeline
Gateway Wealth Partners, LLC68,855$3.5M0.66%-1,93113F-HRTimeline
Advisory Resource Group68,004$3.46M0.66%+2,47013F-HRTimeline
Trademark Financial Management, LLC63,709$3.24M1.98%+3,92213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,493$3.08M<0.01%-11,22913F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…58,087$2.95M0.22%+1,93213F-HRTimelineGroup
ORG Partners LLC52,683$2.68M0.57%+10,06213F-HRTimeline
Pinion Investment Advisors, LLC49,380$2.51M0.87%-19,40213F-HRTimeline
Merit Financial Group, LLC45,139$2.3M0.03%-14,85113F-HRTimeline
Gladstone Institutional Advisory LLC43,969$2.24M0.09%+3,16513F-HRTimeline
STEVENS CAPITAL PARTNERS39,968$2.04M0.73%new13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC39,153$1.99M1.62%+8,04213F-HRTimeline
NewEdge Advisors, LLC37,925$1.93M0.01%-14,55813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,884$1.88M0.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,455$1.6M0.01%+6,43713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…30,799$1.57M0.08%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,286$1.54M<0.01%-84813F-HRTimelineGroup
Cornerstone Wealth Management, LLC28,282$1.44M0.09%-20813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,865$1.37M<0.01%new13F-HRTimelineGroup
MidAtlantic Capital Management, Inc.26,642$1.36M0.96%+1,40413F-HRTimeline
COMERICA BANK21,601$1.1M<0.01%+1613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,668$1.05M+8,708Timeline
Cambridge Investment Research Advisors,…19,070$970K<0.01%-3,47913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,022$917K0.02%+15,02213F-HRTimelineGroup
Snowden Capital Advisors LLC17,700$904K0.03%+4,85013F-HRTimeline
&PARTNERS17,229$876K0.01%+12,79713F-HRTimeline
SeaCrest Wealth Management, LLC17,068$868K0.09%+2,35113F-HRTimeline
Blueprint Financial Advisors LLCin group Blueprint Investment Partners…16,371$833K0.27%new13F-HRTimelineGroup
Leo Wealth, LLC14,183$721K0.06%new13F-HRTimeline
Sanctuary Advisors, LLC14,137$719K<0.01%-3,24213F-HRTimeline
Atria Wealth Solutions, Inc.13,714$700K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,816$652K<0.01%+2,00513F-HRTimeline
Soundwatch Capital LLC3,536$634K0.11%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,977$609K0.04%+16413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,738$597K0.01%+2,67113F-HRTimelineGroup
KPP Advisory Services LLC11,724$596K0.1%+2,25813F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT11,600$590K0.04%013F-HRTimeline
RFG Advisory, LLC11,178$569K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC10,791$549K0.08%-2413F-HRTimeline
Integrated Wealth Concepts LLC10,185$518K0.01%-11,52013F-HRTimeline
D.A. DAVIDSON & CO.9,667$492K<0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,408$479K0.03%+87013F-HRTimelineGroup
Beacon Financial Advisory LLC8,007$407K0.11%+3,09213F-HRTimeline
Kingsview Wealth Management, LLC7,895$402K0.01%-30013F-HRTimeline
Breakwater Capital Group7,876$401K0.07%+1,47913F-HRTimeline
GPS Wealth Strategies Group, LLC7,661$390K0.04%+3213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,972$355K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,640$338K<0.01%+1,43013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,622$286K<0.01%013F-HRTimelineGroup
Centerpoint Advisory Group5,610$285K0.25%+1,40013F-HRTimeline
Miller Financial Services LLC5,359$273K0.35%+5013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,025$256K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,895$249K<0.01%-12913F-HRTimelineGroup
Asset Allocation Strategies LLC4,698$239K0.05%new13F-HRTimeline
AE Wealth Management LLC4,586$233K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,278$218K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,283$218K<0.01%new13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,188$213K0.03%-4913F-HRTimeline
COZAD ASSET MANAGEMENT INC4,130$210K0.02%013F-HR/ATimeline
Belpointe Asset Management LLC3,986$203K0.01%-8313F-HRTimeline
Focus Financial Network, Inc.3,939$201K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,235$165K<0.01%+1,07213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,287$116K<0.01%+1,12313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,860$94.6K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,137$58.1K<0.01%new13F-HRTimeline
REAP Financial Group, LLC970$49.3K0.01%+1113F-HRTimeline
Barnes Dennig Private Wealth Management…927$47.2K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.833$42.4K<0.01%-8613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC800$40.7K<0.01%013F-HRTimelineGroup
EASTERN BANK650$33.1K<0.01%013F-HRTimeline
MAI Capital Management602$30.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP510$25.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC257$13.1K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc251$12.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG172$8.75K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.162$8.09K<0.01%+12813F-HRTimeline
Investment Research & Advisory Group, I…1$51<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.