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Disclosery

EVTR MORGAN STANLEY ETF TRUST

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ETF (fund)

176 managers (179 13F filers) reported a position in EVTR shares at 2026-03-31, 81,013,522 shares in all. 33 filers opened a position and 10 filers sold out during the quarter.

Managers
176
13F filers
179
New
33
Added
107
Reduced
21
Sold out
10
Shares held by filers
81,013,522

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY32,845,045$1.67B0.1%+4,615,43513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,902,766$300M0.07%+901,78113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,137,407$210M0.04%-142,33113F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,008,410$203M0.01%+26,39513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,566,409$181M0.01%+1,336,77213F-HRTimelineGroup
LPL Financial LLC3,452,747$175M0.05%+830,70413F-HRTimeline
Prodigy Asset Management LLC2,290,566$116M38.81%+83,10313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,241,083$114M0.04%+745,89213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,063,903$105M0.15%+94,34813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,614,846$82M+447,119Timeline
Provenance Wealth Advisors, LLC1,404,864$71.3M7.55%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,293,704$65.7M0.04%+341,89913F-HRTimelineGroup
Janney Montgomery Scott LLC1,220,033$61.9M0.15%+59,31913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC1,017,240$51.6M0.24%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…676,375$34.3M0.02%+208,04013F-HRTimelineGroup
HighTower Advisors, LLC632,289$32.1M0.03%+137,33213F-HRTimeline
Valley Financial Group, Inc.519,233$26.4M14.22%+22,45013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management472,605$24M0.82%+104,49213F-HRTimelineGroup
Retirement Management Systems Inc.469,813$23.8M5.75%+80,81313F-HRTimeline
Quadcap Wealth Management, LLC465,293$23.6M2.69%+51,99713F-HRTimeline
Cetera Investment Advisers435,824$22.1M0.02%+144,00513F-HRTimeline
Coign Capital Advisors LLC343,421$17.4M9.16%+7,52113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC328,033$16.6M2.05%-37,43013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC301,126$15.3M0.36%new13F-HRTimeline
D.A. DAVIDSON & CO.291,617$14.8M0.09%+30,47713F-HRTimeline
Destiny Wealth Partners, LLC289,788$14.7M1.61%+1,13213F-HRTimeline
Clear Trail Advisors, LLC288,719$14.7M2.44%new13F-HRTimeline
Bouvel Investment Partners, LLC261,072$13.2M3.84%-5,35213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC258,546$13.1M0.02%+106,51113F-HRTimeline
Sanctuary Advisors, LLC253,200$12.8M0.07%+50,59013F-HRTimeline
Madrid Wealth Management, LLC249,158$12.6M9.54%+38,22313F-HR/ATimeline
Western Wealth Management, LLC244,193$12.4M0.47%+21,16113F-HR/ATimeline
Horizon Wealth Management, LLC240,697$12.2M1.79%-358,90313F-HRTimeline
HARBOUR INVESTMENTS, INC.236,879$12M0.19%+233,63613F-HRTimeline
STEVENS CAPITAL PARTNERS235,871$12M2.88%-61,56613F-HRTimeline
Live Oak Investment Partners234,686$11.9M7.03%+67,48113F-HRTimeline
Snowden Capital Advisors LLC225,020$11.5M0.3%+22713F-HRTimeline
Systelligence, LLC204,547$10.4M2.02%-103,65213F-HRTimeline
Per Stirling Capital Management, LLC.168,121$8.53M0.94%+2,83013F-HRTimeline
Balanced Rock Investment Advisors LLC154,075$7.82M5.49%+7,10313F-HRTimeline
Pinion Investment Advisors, LLC151,824$7.71M1.8%+39,02213F-HRTimeline
Asset Allocation Strategies LLC151,261$7.68M1.36%+43,41913F-HRTimeline
Kingsview Wealth Management, LLC143,502$7.28M0.1%+4,44913F-HRTimeline
Penney Financial, LLC139,022$7.06M2.71%+4,54913F-HRTimeline
Wall Street Financial Group, Inc.138,984$7.05M4.18%+21,14013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,311$6.97M<0.01%-66,21813F-HRTimelineGroup
Eldridge Investment Advisors, Inc.137,115$6.96M1.53%-62313F-HRTimeline
Private Advisor Group, LLC133,718$6.79M0.03%+3,72913F-HRTimeline
OAK FAMILY ADVISORS, LLC130,677$6.63M2.04%+60,06713F-HRTimeline
MML INVESTORS SERVICES, LLC128,777$6.54M0.02%+39,17013F-HRTimeline
Geneos Wealth Management Inc.126,230$6.41M0.15%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC118,860$6.03M0.09%+5,14513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,367$6.01M<0.01%+61,89313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding116,788$5.93M+55,568Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,110$5.84M0.04%+83113F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding115,042$5.84MnewTimeline
DRIVE WEALTH MANAGEMENT, LLC111,395$5.68M1.2%+26,04513F-HRTimeline
Summit Financial, LLC108,127$5.51M0.07%+56,97413F-HRTimeline
CENTAURUS FINANCIAL, INC.103,750$5.26M0.25%+1,75113F-HRTimeline
STAGE HARBOR FINANCIAL, LLC100,407$5.1M3.38%+30,09113F-HRTimeline
WNY Asset Management, LLC96,736$4.91M0.51%13F-HRTimeline
Mariner, LLCin group Mariner, LLC94,190$4.78M0.01%new13F-HRTimelineGroup
Acorn Wealth Advisors, LLC83,135$4.22M1.23%+14,21313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC82,139$4.17M1.33%+13,30213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP78,423$3.98M0.01%+3,79713F-HRTimelineGroup
Advisory Resource Group76,730$3.89M0.67%+1,49113F-HRTimeline
Beacon Bridge Wealth Partners, LLC75,617$3.84M1.28%+1,51213F-HRTimeline
Heritage Wealth Management, Inc.74,035$3.76M1.86%+11,35813F-HRTimeline
NewEdge Advisors, LLC72,698$3.69M0.01%+29,57513F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC69,323$3.52M0.09%+2,23013F-HRTimeline
Layline Advisors, LLC67,774$3.44M3.85%13F-HRTimeline
Trademark Financial Management, LLC67,278$3.41M1.67%-27,05413F-HRTimeline
Focus Financial Network, Inc.64,878$3.31M0.12%+50,25013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…65,024$3.3M0.13%+7,91313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP64,676$3.28M<0.01%+48913F-HRTimelineGroup
PCM Encore, LLC64,645$3.28M0.67%+21913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,343$3.16M<0.01%+12,56713F-HRTimelineGroup
Peak Planning Group, LLC62,304$3.16M0.88%+3,41313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,541$3.07M<0.01%+52,26913F-HRTimelineGroup
IFP Advisors, Inc60,507$3.07M0.06%+58,54713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,425$2.96M0.02%+7,82913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC57,256$2.93M0.17%+4,54313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,999$2.74M<0.01%+6,08513F-HRTimelineGroup
Gladstone Institutional Advisory LLC50,821$2.58M0.1%+3,84713F-HRTimeline
Cornerstone Wealth Management, LLC50,605$2.57M0.13%+5,10013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …49,955$2.54M0.05%+13,82713F-HRTimelineGroup
Merit Financial Group, LLC44,752$2.27M0.02%+4,74713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT42,981$2.18M0.14%+1,88413F-HRTimeline
&PARTNERS40,313$2.05M0.01%+3,66913F-HRTimeline
UPTICK PARTNERS, LLC38,624$1.96M0.39%+18,73613F-HRTimeline
Members Trust Co35,917$1.82M0.06%+26,80013F-HRTimeline
Atria Investments, Inc35,509$1.8M0.02%+9,92313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC34,984$1.78M0.43%+18,62913F-HRTimeline
Evergreen Wealth Partners LLC31,254$1.59M1.21%+4,77613F-HRTimeline
Cambridge Investment Research Advisors,…29,982$1.52M<0.01%+3,51413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,300$1.49M<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,731$1.46M0.03%new13F-HR/ATimeline
Investment Partners Asset Management, I…28,405$1.44M0.89%+7,64013F-HRTimeline
SeaCrest Wealth Management, LLC27,657$1.4M0.15%+72013F-HRTimeline
Asset One Wealth Management LLC25,895$1.33M0.15%-2,42513F-HRTimeline
MidAtlantic Capital Management, Inc.26,059$1.32M0.91%-57313F-HRTimeline
Gross & Hartman Investments LLC24,918$1.26M0.66%+40913F-HRTimeline
Steward Partners Investment Advisory, L…20,462$1.04M0.01%+14,64313F-HRTimeline
Opal Wealth Advisors, LLC19,327$981K0.22%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,171$973K<0.01%+9,02713F-HRTimelineGroup
Tulsa Wealth Advisors, INC19,017$965K0.17%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,995$913K0.01%+7,57213F-HRTimelineGroup
KPP Advisory Services LLC17,262$876K0.13%+23213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,048$814K0.05%-8413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC15,722$798K0.57%+5,00913F-HRTimeline
Leo Wealth, LLC15,295$776K0.06%+58013F-HRTimeline
Split Rock Private Trading & Wealth Man…15,271$775K0.6%new13F-HRTimeline
Miller Financial Services LLC15,014$762K0.85%+1,75613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,527$737K<0.01%+3,58013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,571$736K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC14,504$736K0.39%+70213F-HRTimeline
RFG Advisory, LLC14,233$722K0.01%-78513F-HRTimeline
Diversified Portfolios, Inc.13,800$700K0.06%new13F-HRTimeline
HRT FINANCIAL LP13,350$677K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,186$669K0.01%-49613F-HRTimelineGroup
Strategic Financial Concepts, LLC13,168$668K0.16%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,060$612K0.03%+44313F-HRTimelineGroup
WCG Wealth Advisors LLC11,631$590K0.02%+16813F-HRTimeline
Dynamic Advisor Solutions LLC10,967$557K0.02%+1,50713F-HRTimeline
Integrated Wealth Concepts LLC10,698$543K<0.01%+44513F-HRTimeline
Beacon Financial Advisory LLC10,669$541K0.12%-4,41613F-HRTimeline
Helium Advisors LLC10,595$538K0.51%-1,37313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC10,000$508K0.06%013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC9,808$498K0.07%-412,99713F-HRTimeline
Prosperity Bancshares Inc9,779$496K0.4%new13F-HRTimeline
MONECO ADVISORS, LLC8,905$452K0.04%new13F-HRTimeline
Breakwater Capital Group8,551$434K0.06%+80613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC8,159$416K0.07%+1,85013F-HR/ATimeline
Independent Advisor Alliance8,110$412K<0.01%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC6,649$337K0.06%+58513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,613$336K<0.01%+2,13213F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC6,476$329K0.01%+6,00313F-HRTimeline
Centerpoint Advisory Group6,320$321K0.24%+51013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,313$320K0.05%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,791$294K0.1%-2413F-HRTimeline
Zhang Financial LLC5,755$292K0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,716$290K<0.01%+5,32413F-HRTimeline
MGO ONE SEVEN LLC5,122$260K0.01%-126,91913F-HRTimeline
TruWealth Advisors, LLC5,090$258K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,851$246K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,769$242K<0.01%13F-HRTimelineGroup
Widmann Financial Services, Inc.4,750$241K0.14%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,395$223K<0.01%new13F-HRTimelineGroup
MAI Capital Management4,093$208K<0.01%+1,39913F-HRTimeline
Centurion Wealth Management LLC4,044$205K0.05%+3113F-HRTimeline
Empirical Asset Management, LLC3,971$202K0.05%+3013F-HRTimeline
Barnes Dennig Private Wealth Management…3,262$166K0.16%+71013F-HRTimeline
Clarity Asset Management, Inc.2,980$151K0.08%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.2,600$132K0.08%013F-HRTimeline
N.E.W. Advisory Services LLC1,768$89.7K0.01%-127,91413F-HRTimeline
PRIVATE TRUST CO NA1,545$78.4K0.01%-1,94313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,522$77.3K0.01%013F-HRTimeline
Cornerstone Financial Management LLC1,375$69.8K0.06%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC1,137$57.9K<0.01%013F-HRTimeline
RHL GROUP, LLC1,035$52.5K0.04%+46613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…923$46.8K0.02%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC800$40.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP609$30.9K<0.01%+23213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP510$25.9K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC411$20.9K<0.01%new13F-HRTimeline
Advisory Services Network, LLC387$19.6K<0.01%new13F-HRTimeline
YANKCOM Partnership304$15.4K0.01%new13F-HRTimeline
Triumph Capital Management200$10.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC184$9.35K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC175$8.88K<0.01%013F-HRTimeline
AE Wealth Management LLC172$8.74K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66$3.35K<0.01%new13F-HRTimelineGroup
PITTENGER & ANDERSON INC47$2.39K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.34$1.73K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC31$1.58K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…1$53<0.01%013F-HRTimeline