Skip to content
Disclosery

EVTR MORGAN STANLEY ETF TRUST

Follow

ETF (fund)

157 managers (158 13F filers) reported a position in EVTR shares at 2025-12-31, 67,201,909 shares in all. 37 filers opened a position and 14 filers sold out during the quarter.

Managers
157
13F filers
158
New
37
Added
88
Reduced
15
Sold out
14
Shares held by filers
67,201,909

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY28,229,610$1.45B0.09%+5,473,06613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,000,985$258M0.06%+2,562,65213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,279,738$220M0.04%+1,215,33613F-HRTimelineGroup
FMR LLCin group FMR LLC3,982,015$205M0.01%+541,80713F-HRTimelineGroup
LPL Financial LLC2,622,043$135M0.04%+573,49213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,229,637$115M0.01%+833,08813F-HRTimelineGroup
Prodigy Asset Management LLC2,207,463$114M39.91%+711,09213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,969,555$101M0.15%+247,54413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,495,191$77M0.02%+264,40013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,167,727$60.1M+411,115Timeline
Janney Montgomery Scott LLC1,160,714$59.8M0.14%+140,52813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…951,805$49M0.03%+386,52913F-HRTimelineGroup
Horizon Wealth Management, LLC599,600$30.9M4.79%+28,87813F-HRTimeline
Valley Financial Group, Inc.496,783$25.6M14.37%+358,26013F-HRTimeline
HighTower Advisors, LLC494,957$25.5M0.03%+14,34313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…468,335$24.1M0.02%+1,32813F-HR/ATimelineGroup
STRATEGIC PLANNING GROUP, LLC422,805$21.8M2.8%+21,85713F-HRTimeline
Quadcap Wealth Management, LLC413,296$21.3M2.44%+30,85213F-HRTimeline
Retirement Management Systems Inc.389,000$20M5.13%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management368,113$19M0.63%+1,79213F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC365,463$18.8M2.37%-4,72913F-HRTimeline
Coign Capital Advisors LLC335,900$17.3M9.06%+37,08113F-HRTimeline
Systelligence, LLC308,199$15.9M3.02%-41,12113F-HRTimeline
STEVENS CAPITAL PARTNERS297,437$15.3M4.01%+57,83813F-HRTimeline
Cetera Investment Advisers291,819$15M0.02%+69,97813F-HRTimeline
Destiny Wealth Partners, LLC288,656$14.9M1.71%+11,40313F-HRTimeline
Bouvel Investment Partners, LLC266,424$13.7M3.96%+24,99713F-HRTimeline
D.A. DAVIDSON & CO.261,140$13.4M0.08%+98,21913F-HRTimeline
Snowden Capital Advisors LLC224,793$11.6M0.3%+56,95313F-HRTimeline
Western Wealth Management, LLC223,032$11.5M0.53%+4,21213F-HRTimeline
Madrid Wealth Management, LLC210,935$10.9M8.81%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC203,529$10.5M<0.01%new13F-HR/ATimelineGroup
Sanctuary Advisors, LLC202,610$10.4M0.06%+190,77213F-HRTimeline
Live Oak Investment Partners167,205$8.61M5.29%new13F-HRTimeline
Per Stirling Capital Management, LLC.165,291$8.51M0.96%+9,03813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC152,035$7.83M0.01%+31,50913F-HRTimeline
Balanced Rock Investment Advisors LLC146,972$7.57M5.38%+10,55513F-HRTimeline
Kingsview Wealth Management, LLC139,053$7.16M0.1%+77,22513F-HRTimeline
Eldridge Investment Advisors, Inc.137,738$7.09M1.56%+2,96213F-HRTimeline
Penney Financial, LLC134,473$6.93M2.67%+16,49413F-HRTimeline
MGO ONE SEVEN LLC132,041$6.8M0.14%new13F-HRTimeline
Private Advisor Group, LLC129,989$6.69M0.03%+25,36713F-HRTimeline
N.E.W. Advisory Services LLC129,682$6.68M0.49%+108,26113F-HRTimeline
Wall Street Financial Group, Inc.117,844$6.07M4.42%+24,89913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…116,921$6.02M0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…114,279$5.88M0.04%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC113,715$5.86M0.09%+9,61313F-HRTimelineGroup
Pinion Investment Advisors, LLC112,802$5.81M1.42%+29,52113F-HRTimeline
Asset Allocation Strategies LLC107,842$5.55M1.03%+31,45513F-HRTimeline
CENTAURUS FINANCIAL, INC.101,999$5.25M0.24%new13F-HRTimeline
Trademark Financial Management, LLC94,332$4.86M2.67%+19,83813F-HRTimeline
MML INVESTORS SERVICES, LLC89,607$4.61M0.01%+6,94213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC85,350$4.4M0.86%new13F-HRTimeline
Advisory Resource Group75,239$3.87M0.68%+3,79613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP74,626$3.84M0.01%+9,87013F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC74,105$3.82M1.27%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC70,610$3.64M1.11%+6,01713F-HRTimeline
STAGE HARBOR FINANCIAL, LLC70,316$3.62M2.44%+21,15113F-HRTimeline
Acorn Wealth Advisors, LLC68,922$3.55M1.06%+14,67813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC68,837$3.55M1.27%-8,80913F-HRTimeline
U.S. Capital Wealth Advisors, LLC67,093$3.46M0.09%new13F-HRTimeline
PCM Encore, LLC64,426$3.32M0.71%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,187$3.31M<0.01%+97513F-HR/ATimelineGroup
Heritage Wealth Management, Inc.62,677$3.23M0.9%+56,48113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…61,220$3.15M0.21%+94813F-HRTimelineGroup
Peak Planning Group, LLC58,891$3.03M0.85%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…57,111$2.94M0.11%new13F-HRTimelineGroup
ORG Partners LLC56,508$2.91M0.51%+4,30013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,474$2.91M<0.01%-48713F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC52,713$2.71M0.16%+15,72913F-HRTimeline
Summit Financial, LLC51,153$2.63M0.04%+19,09113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,776$2.56M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.49,596$2.55M0.02%+9,86113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,914$2.47M<0.01%+14,04813F-HRTimelineGroup
Gladstone Institutional Advisory LLC46,974$2.42M0.09%+3,18613F-HRTimeline
Cornerstone Wealth Management, LLC45,505$2.34M0.12%+2,07013F-HRTimeline
COMERICA BANK44,277$2.28M0.01%+13,17513F-HRTimeline
NewEdge Advisors, LLC43,123$2.22M0.01%+4,21113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT41,097$2.12M0.13%+14,27513F-HRTimeline
Merit Financial Group, LLC40,005$2.06M0.02%-3,65513F-HRTimeline
&PARTNERS36,644$1.89M0.01%-94313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,128$1.86M0.04%+2,05213F-HRTimelineGroup
Asset One Wealth Management LLC28,320$1.46M0.2%13F-HRTimeline
SeaCrest Wealth Management, LLC26,937$1.39M0.14%+1,68213F-HRTimeline
MidAtlantic Capital Management, Inc.26,632$1.37M0.88%+1,08713F-HRTimeline
Evergreen Wealth Partners LLC26,478$1.36M1.15%13F-HRTimeline
Cambridge Investment Research Advisors,…26,468$1.36M<0.01%+1,86813F-HRTimeline
Atria Investments, Inc25,586$1.32M0.01%new13F-HRTimeline
Gross & Hartman Investments LLC24,509$1.26M0.72%13F-HRTimeline
Investment Partners Asset Management, I…20,765$1.07M0.67%new13F-HRTimeline
UPTICK PARTNERS, LLC19,888$1.02M0.22%new13F-HRTimeline
Opal Wealth Advisors, LLC19,327$995K0.26%013F-HRTimeline
KPP Advisory Services LLC17,030$877K0.13%+3,02013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC16,355$842K0.21%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,132$831K0.05%-94213F-HRTimeline
Beacon Financial Advisory LLC15,085$777K0.18%+5,64613F-HRTimeline
RFG Advisory, LLC15,018$773K0.01%013F-HRTimeline
Leo Wealth, LLC14,715$758K0.05%new13F-HRTimeline
Focus Financial Network, Inc.14,628$753K0.03%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC13,802$711K0.34%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,682$705K0.01%+2813F-HRTimelineGroup
Miller Financial Services LLC13,258$683K0.8%+6,69713F-HRTimeline
Helium Advisors LLC11,968$616K0.62%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,617$598K0.06%+3,21913F-HRTimelineGroup
WCG Wealth Advisors LLC11,463$590K0.02%+1,20113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,947$564K<0.01%-1,54613F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC10,713$552K0.38%+5,88613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,423$537K0.01%+1,40413F-HRTimelineGroup
Integrated Wealth Concepts LLC10,253$528K0.01%+6813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding10,144$522K-6,359Timeline
CATALYST FINANCIAL PARTNERS LLC10,000$515K0.06%013F-HRTimeline
Dynamic Advisor Solutions LLC9,460$487K0.02%new13F-HRTimeline
Members Trust Co9,117$470K0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,990$463K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,272$426K<0.01%-14,29713F-HRTimelineGroup
Breakwater Capital Group7,745$399K0.06%+27613F-HRTimeline
TCI Wealth Advisors, Inc.7,484$385K0.02%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,313$325K0.05%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC6,309$325K0.06%+92713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,064$312K0.06%+1,78813F-HRTimeline
Steward Partners Investment Advisory, L…5,819$300K<0.01%+2,54713F-HRTimeline
MMA ASSET MANAGEMENT LLC5,815$299K0.11%-2,26313F-HRTimeline
Centerpoint Advisory Group5,810$299K0.23%+20013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,797$299K<0.01%new13F-HRTimeline
Zhang Financial LLC5,755$296K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,769$246K<0.01%-24913F-HRTimelineGroup
IFG Advisory, LLC4,584$236K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,481$231K<0.01%+2,72813F-HRTimelineGroup
Belpointe Asset Management LLC4,184$215K0.01%+6413F-HRTimeline
Centurion Wealth Management LLC4,013$207K0.05%+6113F-HRTimeline
Empirical Asset Management, LLC3,941$203K0.06%new13F-HRTimeline
PRIVATE TRUST CO NA3,488$180K0.02%+4513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,243$167K<0.01%+71113F-HRTimeline
GPS Wealth Strategies Group, LLC2,712$140K0.12%-4,84513F-HRTimeline
MAI Capital Management2,694$139K<0.01%+2,09213F-HRTimeline
WELLINGTON-ALTUS USA INC.2,600$134K0.1%13F-HRTimeline
Barnes Dennig Private Wealth Management…2,552$131K0.13%+2913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,130$110K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc1,960$101K<0.01%+1,94013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,522$78.4K0.01%new13F-HRTimeline
Cornerstone Financial Management LLC1,375$70.8K0.07%13F-HR/ATimeline
MONTAG A & ASSOCIATES INC1,137$58.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC800$41.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG638$32.9K<0.01%-41513F-HRTimelineGroup
RHL GROUP, LLC569$29.3K0.02%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP510$26.3K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC473$24.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC392$20.2K<0.01%new13F-HRTimeline
Allworth Financial LP377$19.4K<0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.359$18.5K0.01%-3213F-HRTimeline
Triumph Capital Management200$10.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC184$9.49K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC183$9.45K<0.01%+213F-HRTimeline
Princeton Global Asset Management LLC175$9.01K<0.01%013F-HRTimeline
DT Investment Partners, LLC110$5.67K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.34$1.75K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…1$53<0.01%013F-HRTimeline