Skip to content
Disclosery

EVTR MORGAN STANLEY ETF TRUST

Follow

ETF (fund)

125 managers (128 13F filers) reported a position in EVTR shares at 2025-09-30, 51,045,744 shares in all. 27 filers opened a position and 11 filers sold out during the quarter.

Managers
125
13F filers
128
New
27
Added
70
Reduced
21
Sold out
11
Shares held by filers
51,045,744

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY22,756,544$1.17B0.07%+6,204,03713F-HR/ATimelineGroup
FMR LLCin group FMR LLC3,440,208$177M0.01%+3,439,95113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,064,402$158M0.03%+612,39613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,438,333$125M0.03%+2,408,04713F-HRTimelineGroup
LPL Financial LLC2,048,551$105M0.03%+256,66613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,722,011$88.1M0.12%+128,17513F-HRTimelineGroup
Prodigy Asset Management LLC1,496,371$77M34.75%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,396,549$71.9M0.01%+643,17513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,230,791$63.3M0.02%+212,91513F-HRTimelineGroup
Janney Montgomery Scott LLC1,020,186$52.5M0.12%+167,10213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding756,612$38.9M+358,369Timeline
Horizon Wealth Management, LLC570,722$29.4M4.31%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…565,276$29.1M0.02%+291,67313F-HRTimelineGroup
HighTower Advisors, LLC480,614$24.7M0.03%+28,57613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…467,007$24M0.02%+150,89813F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC400,948$20.6M2.79%+37,16613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC386,290$19.9M0.02%new13F-HRTimelineGroup
Quadcap Wealth Management, LLC382,444$19.7M2.32%+30,83613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC370,192$19.1M2.62%+36,47813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management366,321$18.8M0.64%+217,16613F-HRTimelineGroup
Systelligence, LLC349,320$18M3.41%+190,79113F-HRTimeline
Coign Capital Advisors LLC298,819$15.4M8.47%+89,61213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC296,471$15.3M1.07%+38,43513F-HRTimeline
Destiny Wealth Partners, LLC277,253$14.3M1.75%+19,16413F-HRTimeline
Bouvel Investment Partners, LLC241,427$12.4M3.8%-9,72013F-HRTimeline
STEVENS CAPITAL PARTNERS239,599$12.3M3.68%+199,63113F-HRTimeline
Cetera Investment Advisers221,841$11.4M0.01%+93,96813F-HRTimeline
Western Wealth Management, LLC218,820$11.3M0.6%+20,03013F-HRTimeline
Snowden Capital Advisors LLC167,840$8.67M0.24%+150,14013F-HRTimeline
D.A. DAVIDSON & CO.162,921$8.38M0.05%+153,25413F-HRTimeline
Per Stirling Capital Management, LLC.156,253$8.04M0.96%+7,00613F-HRTimeline
Valley Financial Group, Inc.138,523$7.13M4.04%+7,20213F-HRTimeline
Balanced Rock Investment Advisors LLC136,417$7.02M5.13%+14,42013F-HRTimeline
Eldridge Investment Advisors, Inc.134,776$6.93M1.58%+2,65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,526$6.2M0.01%-10,13513F-HRTimeline
Penney Financial, LLC117,979$6.07M2.72%+4,85713F-HRTimeline
Private Advisor Group, LLC104,622$5.38M0.03%+19,42513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC104,102$5.36M0.09%+86,08013F-HRTimelineGroup
Wall Street Financial Group, Inc.92,945$4.78M3.51%+1,84013F-HRTimeline
Apexium Financial, LP88,444$4.57M0.22%+5,66013F-HRTimeline
Pinion Investment Advisors, LLC83,281$4.33M1.18%+33,90113F-HRTimeline
MML INVESTORS SERVICES, LLC82,665$4.25M0.01%+6,27313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC77,646$3.99M1.48%-2,01813F-HRTimeline
Asset Allocation Strategies LLC76,387$3.93M0.78%+71,68913F-HRTimeline
Trademark Financial Management, LLC74,494$3.83M2.23%+10,78513F-HRTimeline
FLOW TRADERS U.S. LLC71,705$3.69M0.15%new13F-HRTimeline
Advisory Resource Group71,443$3.68M0.66%+3,43913F-HRTimeline
Gateway Wealth Partners, LLC67,616$3.48M0.47%-1,23913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,756$3.33M<0.01%+4,26313F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC64,593$3.32M1.08%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP63,212$3.25M0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC61,828$3.18M0.05%+53,93313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…60,272$3.1M0.21%+2,18513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,961$2.93M<0.01%-186,31013F-HRTimelineGroup
Acorn Wealth Advisors, LLC54,244$2.79M0.88%new13F-HRTimeline
ORG Partners LLC52,208$2.69M0.49%-47513F-HRTimeline
STAGE HARBOR FINANCIAL, LLC49,165$2.53M1.85%+10,01213F-HRTimeline
Gladstone Institutional Advisory LLC43,788$2.25M0.09%-18113F-HRTimeline
Merit Financial Group, LLC43,660$2.25M0.02%-1,47913F-HR/ATimeline
Cornerstone Wealth Management, LLC43,435$2.23M0.12%+15,15313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,735$2.04M0.02%+8,28013F-HRTimelineGroup
NewEdge Advisors, LLC38,912$2M0.01%+98713F-HRTimeline
&PARTNERS37,587$1.9M0.01%+20,35813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC36,984$1.9M0.13%+10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,076$1.75M0.04%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP33,866$1.74M<0.01%+7,00113F-HRTimelineGroup
Summit Financial, LLC32,062$1.65M0.03%new13F-HRTimeline
COMERICA BANK31,102$1.6M0.01%+9,50113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,822$1.38M0.09%+15,22213F-HRTimeline
MidAtlantic Capital Management, Inc.25,545$1.31M0.9%-1,09713F-HRTimeline
SeaCrest Wealth Management, LLC25,255$1.3M0.14%+8,18713F-HRTimeline
Cambridge Investment Research Advisors,…24,600$1.27M<0.01%+5,53013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,569$1.16M<0.01%-70,55913F-HRTimelineGroup
N.E.W. Advisory Services LLC21,421$1.1M0.1%new13F-HRTimeline
Opal Wealth Advisors, LLC19,327$994K0.28%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,074$878K0.06%+5,09713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding16,503$849K-4,165Timeline
Blueprint Investment Partners LLCgroup of 2 filers holding15,318$788K-1,053Timeline
RFG Advisory, LLC15,018$773K0.02%+3,84013F-HRTimeline
KPP Advisory Services LLC14,010$721K0.11%+2,28613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,654$702K0.01%+1,91613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,493$643K<0.01%+6,87113F-HRTimelineGroup
Sanctuary Advisors, LLC11,838$609K<0.01%-2,29913F-HR/ATimeline
Strategic Financial Concepts, LLC10,791$555K0.08%013F-HRTimeline
WCG Wealth Advisors LLC10,262$528K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC10,185$524K<0.01%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC10,000$514K0.06%new13F-HRTimeline
Beacon Financial Advisory LLC9,439$486K0.11%+1,43213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,019$464K0.01%+2,37913F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,398$432K0.05%-1,01013F-HR/ATimelineGroup
MMA ASSET MANAGEMENT LLC8,078$416K0.14%new13F-HRTimeline
GPS Wealth Strategies Group, LLC7,557$389K0.04%-10413F-HRTimeline
Breakwater Capital Group7,469$384K0.06%-40713F-HRTimeline
Miller Financial Services LLC6,561$338K0.39%+1,20213F-HRTimeline
Heritage Wealth Management, Inc.6,196$319K0.09%new13F-HRTimeline
Centerpoint Advisory Group5,610$289K0.22%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,600$288K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,382$278K0.05%+1,10413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,018$258K<0.01%-713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,922$253K<0.01%+2713F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC4,827$248K0.18%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,276$220K0.04%new13F-HRTimeline
Visionary Wealth Advisors4,123$212K0.01%new13F-HRTimeline
Belpointe Asset Management LLC4,120$212K0.01%+13413F-HRTimeline
Centurion Wealth Management LLC3,952$203K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA3,443$177K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,272$168K<0.01%+3713F-HRTimeline
HARBOUR INVESTMENTS, INC.2,532$130K<0.01%+1,69913F-HRTimeline
Barnes Dennig Private Wealth Management…2,523$130K0.14%+1,59613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,753$90.2K<0.01%-53413F-HR/ATimelineGroup
MONTAG A & ASSOCIATES INC1,137$58.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,053$54.2K<0.01%+88113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC800$41.2K<0.01%013F-HRTimelineGroup
TruNorth Capital Management, LLC698$35.9K0.01%new13F-HRTimeline
EASTERN BANK650$33.4K<0.01%013F-HRTimeline
MAI Capital Management602$31K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP510$26.2K<0.01%013F-HRTimelineGroup
Turim 21 Investimentos Ltda.391$20.1K0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC304$15.6K0.01%13F-HRTimeline
Global Retirement Partners, LLC181$9.3K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC175$9K<0.01%new13F-HRTimeline
HM PAYSON & CO162$8.34K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.34$1.75K<0.01%-12813F-HRTimeline
IFP Advisors, Inc20$1.03K<0.01%-23113F-HR/ATimeline
Investment Research & Advisory Group, I…1$522<0.01%013F-HRTimeline