Vault-13

MORGAN STANLEY ETF TRUST EVMO

EATON VANCE MORT · ETP · CUSIP 61774R767

69 institutional holders +3 vs Q1 2026
13,199,79013.2m shares reported held*
$659.6mreported value*
12 new 25 added 26 reduced 8 sold out net bought ≈ $21.1m (+423.0k 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 ≈ $49.97.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 25: 50Q4 25: 59Q1 26: 66Q2 26: 6969Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202550
Q4 202559
Q1 202666
Q2 202669

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 25: 43 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 40 bought or addedQ1 26: 25 cut or sold outQ1 26Q2 26: 37 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20254318
Q1 20264025
Q2 20263734

Biggest buyers

UBS Group AG Added +227,984+228.0k
MORGAN STANLEY Added +157,751+157.8k
Cambridge Investment Research Advisors, Inc. Added +139,745+139.7k
Arax Advisory Partners New +122,788+122.8k
Bensler, LLC Added +95,012+95.0k
CITADEL ADVISORS LLC Added +93,309+93.3k
GOLDMAN SACHS GROUP INC New +30,202+30.2k
Atria Investments, Inc Added +23,920+23.9k
Eagle Bay Advisors LLC Added +23,749+23.7k
Savvy Advisors, Inc. New +22,878+22.9k

Biggest sellers

Kraft, Davis & Associates, LLC Reduced -160,980-161.0k
Gateway Wealth Partners, LLC Sold out -95,492-95.5k
NORTHEAST PLANNING ASSOCIATES, INC. / NH / Reduced -83,097-83.1k
RAYMOND JAMES FINANCIAL INC Reduced -78,331-78.3k
TBH Global Asset Management, LLC Reduced -53,808-53.8k
HRT FINANCIAL LP Sold out -38,814-38.8k
OSAIC HOLDINGS, INC. Reduced -34,911-34.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -17,511-17.5k
Berkeley, Inc Reduced -13,778-13.8k
JANE STREET GROUP, LLC Reduced -9,994-10.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,826,6134.8m $241.3m $241.3m 0.01% Added +157.8k +157,751
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,170,0032.2m $108.5m $108.5m 0.02% Reduced -1.4k -1,422
3 Bensler, LLC 4.16% of their portfolio Bellevue, WA 941,741941.7k $47.1m $47.1m 4.16% Added +95.0k +95,012
4 KESTRA PRIVATE WEALTH SERVICES, LLC 0.40% of their portfolio AUSTIN, TX 719,818719.8k $36.0m $36.0m 0.40% Reduced -9.5k -9,508
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 641,079641.1k $32.0m $32.0m 0.01% Added +228.0k +227,984
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 446,019446.0k $22.3m $22.3m 0.01% Reduced -78.3k -78,331
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 362,106362.1k $18.1m $18.1m 0.00% Reduced -8.7k -8,710
8 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 271,334271.3k $13.6m $13.6m 0.02% Added +139.7k +139,745
9 Hennion & Walsh Asset Management, Inc. 0.30% of their portfolio Parsippany, NJ 208,147208.1k $10.4m $10.4m 0.30% Added +11.4k +11,384
10 Berkeley, Inc 2.97% of their portfolio Boise, ID 189,627189.6k $9.5m $9.5m 2.97% Reduced -13.8k -13,778
11 Bleakley Financial Group, LLC 0.11% of their portfolio PARSIPPANY, NJ 179,602179.6k $9.0m $9.0m 0.11% Added +5.9k +5,917
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 168,275168.3k $8.4m $8.4m 0.00% Added +93.3k +93,309
13 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 143,930143.9k $7.2m $7.2m 0.01% Added +12.3k +12,276
14 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 122,788122.8k $6.1m $6.1m 0.04% New
15 Brookwood Investment Group LLC 0.67% of their portfolio PHOENIX, AZ 115,283115.3k $5.8m $5.8m 0.67% Reduced -36 -36
16 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 109,923109.9k $5.5m $5.5m 0.09% Reduced -3.5k -3,462
17 American National Bank of Texas 5.00% of their portfolio RICHARDSON, TX 109,512109.5k $5.5m $5.5m 5.00% Added +2.4k +2,396
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 100,596100.6k $5.0m $5.0m 0.00% Reduced -5.8k -5,820
19 HBW ADVISORY SERVICES LLC 0.41% of their portfolio SIMI VALLEY, CA 91,53691.5k $4.6m $4.6m 0.41% Added +4.4k +4,352
20 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 89,61089.6k $4.5m $4.5m 0.08% Added +4.5k +4,519
21 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 88,59088.6k $4.4m $4.4m 0.04% Added +23.9k +23,920
22 Eagle Bay Advisors LLC 3.32% of their portfolio NEW YORK, NY 88,41988.4k $4.4m $4.4m 3.32% Added +23.7k +23,749
23 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 88,26588.3k $4.4m $4.4m 0.01% Added +14.8k +14,830
24 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 2.95% of their portfolio BEDFORD, NH 84,16184.2k $3.9m $3.9m 2.95% Reduced -83.1k -83,097
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 66,65766.7k $3.3m $3.3m 0.00% Reduced -34.9k -34,911
26 Investor's Fiduciary Advisor Network, LLC 1.06% of their portfolio SNOQUALMIE, WA 62,21562.2k $3.1m $3.1m 1.06% Added +3.4k +3,399
27 Certified Advisory Corp 0.23% of their portfolio ALTAMONTE SPRINGS, FL 57,38657.4k $2.9m $2.9m 0.23% Added +11.5k +11,483
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 55,69055.7k $2.8m $2.8m 0.00% Reduced -17.5k -17,511
29 TBH Global Asset Management, LLC 0.48% of their portfolio Brentwood, TN 52,71352.7k $2.6m $2.6m 0.48% Reduced -53.8k -53,808
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 44,98445.0k $2.2m $2.2m 0.00% Reduced -10.0k -9,994
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 43,60443.6k $2.2m $2.2m 0.00% Added +8.3k +8,346
32 Elyxium Wealth, LLC 0.22% of their portfolio BEVERLY HILLS, CA 42,28042.3k $2.1m $2.1m 0.22% Added +245 +245
33 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 42,05642.1k $2.1m $2.1m 0.00% Added +2.0k +1,968
34 WEALTHSPAN PARTNERS, LLC 0.49% of their portfolio DAVENPORT, IA 30,78430.8k $1.5m $1.5m 0.49% Added +526 +526
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 30,20230.2k $1.5m $1.5m 0.00% New
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 27,27627.3k $1.4m $1.4m 0.00% Reduced -611 -611
37 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 22,87822.9k $1.1m $1.1m 0.02% New
38 ALPS ADVISORS INC 0.01% of their portfolio Denver, CO 22,46022.5k $1.1m $1.1m 0.01% Reduced -220 -220
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,68621.7k $1.1m $1.1m 0.00% Added +7.9k +7,882
40 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 19,04719.0k $946.5k $946.5k 0.02% Reduced -203 -203
41 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 18,02118.0k $900.9k $900.9k 0.03% Reduced -879 -879
42 Kraft, Davis & Associates, LLC 0.18% of their portfolio St. Louis, MO 17,32917.3k $865.1k $865.1k 0.18% Reduced -161.0k -160,980
43 PRIVATE TRUST CO NA 0.07% of their portfolio CLEVELAND, OH 17,02217.0k $850.9k $850.9k 0.07% Added +2.8k +2,759
44 Atlas Wealth LLC 0.11% of their portfolio CINCINNATI, OH 15,48415.5k $774.0k $774.0k 0.11% Reduced -6.8k -6,848
45 OPTIMA CAPITAL LLC 0.28% of their portfolio PORTLAND, OR 14,02814.0k $703.5k $703.5k 0.28% Reduced -1.8k -1,754
46 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 10,28910.3k $514.3k $514.3k 0.02% New
47 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 9,97110.0k $498.4k $498.4k 0.01% Unchanged
48 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 9,8189.8k $490.8k $490.8k 0.00% Added +7 +7
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,7039.7k $485.1k $485.1k 0.00% Reduced -635 -635
50 ProCore Advisors, LLC 0.58% of their portfolio NEWPORT BEACH, CA 9,3479.3k $467.3k $467.3k 0.58% Reduced -188 -188
51 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 8,9078.9k $445.3k $445.3k 0.01% Reduced -675 -675
52 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,8448.8k $442.1k $442.1k 0.00% New
53 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 8,5618.6k $428.0k $428.0k 0.00% Reduced -530 -530
54 Vienna Asset Management LLC 0.25% of their portfolio SARATOGA, CA 7,1167.1k $355.7k $355.7k 0.25% New
55 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,5966.6k $329.4k $329.4k 0.00% Reduced -354 -354
56 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 6,2716.3k $313.5k $313.5k 0.01% New
57 THOROUGHBRED FINANCIAL SERVICES, LLC 0.01% of their portfolio BRENTWOOD, TN 6,1636.2k $308.0k $308.0k 0.01% Unchanged
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,8395.8k $291.9k $291.9k 0.00% Added +511 +511
59 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,1944.2k $209.7k $209.7k 0.00% New
60 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,0903.1k $154.5k $154.5k 0.00% Reduced -1 -1
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,3011.3k $65.0k $65.0k 0.00% Added +78 +78
62 Measured Wealth Private Client Group, LLC 0.01% of their portfolio PORTSMOUTH, NH 971971 $48.6k $48.6k 0.01% Unchanged
63 Planning Strategies Inc. 0.03% of their portfolio LANCASTER, PA 863863 $43.2k $43.2k 0.03% First filing
64 Activest Wealth Management 0.00% of their portfolio AVENTURA, FL 340340 $17.0k $17.0k 0.00% Unchanged
65 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 330330 $16.5k $16.5k 0.00% New
66 Kozak & Associates, Inc. 0.00% of their portfolio HIGHLANDS RANCH, CO 305305 $15.2k $15.2k 0.00% Unchanged
67 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 7878 $3.9k $3.9k 0.00% New
68 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 7676 $3.8k $3.8k 0.00% New
69 FMR LLC 0.00% of their portfolio BOSTON, MA 3838 $1.9k $1.9k 0.00% New