Vault-13

MORGAN STANLEY ETF TRUST EVSB

EATON VANCE ULTR · ETP · CUSIP 61774R700

20 institutional holders +2 vs Q1 2026
3,205,1173.2m shares reported held*
$162.8mreported value*
5 new 10 added 3 reduced 4 sold out net bought ≈ $25.0m (+492.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 23: 2Q1 24: 8Q2 24: 9Q3 24: 10Q4 24: 11Q1 25: 13Q2 25: 17Q3 25: 15Q4 25: 23Q1 26: 18Q2 26: 2020Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20232
Q1 20248
Q2 20249
Q3 202410
Q4 202411
Q1 202513
Q2 202517
Q3 202515
Q4 202523
Q1 202618
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 5 bought or addedQ3 24: 4 cut or sold outQ4 24: 10 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 5 cut or sold outQ2 25: 12 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 10 cut or sold outQ4 25: 18 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 11 cut or sold outQ2 26: 15 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202454
Q4 2024101
Q1 202575
Q2 2025125
Q3 2025810
Q4 2025184
Q1 20261111
Q2 2026157

Biggest buyers

MORGAN STANLEY Added +576,688+576.7k
OSAIC HOLDINGS, INC. Added +41,259+41.3k
GOLDMAN SACHS GROUP INC Added +33,094+33.1k
Janney Montgomery Scott LLC Added +20,257+20.3k
LPL Financial LLC Added +16,839+16.8k
STIFEL FINANCIAL CORP Added +14,954+15.0k
Inspire Advisors, LLC New +11,831+11.8k
ROMAN BUTLER FULLERTON & CO Added +11,603+11.6k
COMMONWEALTH EQUITY SERVICES, LLC New +9,943+9.9k
FLOW TRADERS U.S. LLC New +9,424+9.4k

Biggest sellers

Private Advisor Group, LLC Reduced -177,067-177.1k
CITADEL ADVISORS LLC Sold out -45,537-45.5k
Mariner, LLC Sold out -12,150-12.2k
HRT FINANCIAL LP Sold out -7,676-7.7k
Kingsview Wealth Management, LLC Reduced -6,892-6.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -4,482-4.5k
Wealthcare Advisory Partners LLC Reduced -1,814-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,731,1732.7m $138.7m $138.7m 0.01% Added +576.7k +576,688
2 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 121,149121.1k $6.2m $6.2m 0.01% Added +20.3k +20,257
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 81,23981.2k $4.1m $4.1m 0.00% Added +16.8k +16,839
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 67,37067.4k $3.4m $3.4m 0.00% Added +33.1k +33,094
5 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,63062.6k $3.2m $3.2m 0.00% Added +15.0k +14,954
6 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,35941.4k $2.1m $2.1m 0.00% Added +41.3k +41,259
7 ROMAN BUTLER FULLERTON & CO 0.34% of their portfolio ST LOUIS, MO 27,97928.0k $1.4m $1.4m 0.34% Added +11.6k +11,603
8 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,15813.2k $668.4k $668.4k 0.00% Reduced -177.1k -177,067
9 Inspire Advisors, LLC 0.04% of their portfolio Meridian, ID 11,83111.8k $601.0k $601.0k 0.04% New
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,9439.9k $505.1k $505.1k 0.00% New
11 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 9,4249.4k $479.0k $479.0k 0.02% New
12 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 7,6757.7k $389.9k $389.9k 0.01% Reduced -1.8k -1,814
13 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 6,3296.3k $321.5k $321.5k 0.00% Reduced -6.9k -6,892
14 WILLIAM JOHN SEMPOLINSKI 0.10% of their portfolio EASTON, MA 5,0005.0k $254.0k $254.0k 0.10% Unchanged
15 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,7233.7k $189.1k $189.1k 0.00% Added +39 +39
16 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,8501.9k $94.0k $94.0k 0.00% Added +155 +155
17 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,7081.7k $86.8k $86.8k 0.00% New
18 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,1071.1k $56.2k $56.2k 0.00% Added +137 +137
19 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 371371 $18.9k $18.9k 0.00% First filing
20 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 9999 $5.0k $5.0k 0.00% New