Vault-13

MORGAN STANLEY ETF TRUST EVSD

EATON VANCE SHOR · ETP · CUSIP 61774R825

78 institutional holders +12 vs Q4 2025
16,918,80016.9m shares reported held*
$861.9mreported value*
19 new 40 added 13 reduced 6 sold out net bought ≈ $280.0m (+5.5m 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 ≈ $50.94.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 24: 20Q3 24: 22Q4 24: 24Q1 25: 26Q2 25: 41Q3 25: 52Q4 25: 66Q1 26: 7878Q2 24Q4 24Q2 25Q4 25Q1 26
Numbers
QuarterHolders
Q2 202420
Q3 202422
Q4 202424
Q1 202526
Q2 202541
Q3 202552
Q4 202566
Q1 202678

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 13 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 10 bought or addedQ4 24: 9 cut or sold outQ1 25: 19 bought or addedQ1 25: 8 cut or sold outQ1 25Q2 25: 30 bought or addedQ2 25: 7 cut or sold outQ3 25: 41 bought or addedQ3 25: 10 cut or sold outQ3 25Q4 25: 45 bought or addedQ4 25: 16 cut or sold outQ1 26: 59 bought or addedQ1 26: 19 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024139
Q4 2024109
Q1 2025198
Q2 2025307
Q3 20254110
Q4 20254516
Q1 20265919

Biggest buyers

MORGAN STANLEY Added +2,058,594+2.1m
AMERIPRISE FINANCIAL INC Added +717,502+717.5k
Rockefeller Capital Management L.P. New +337,629+337.6k
LeClair Wealth Partners LLC New +329,166+329.2k
RAYMOND JAMES FINANCIAL INC Added +309,760+309.8k
Blue Water Asset Management Added +307,244+307.2k
Prism Advisors, Inc. New +298,979+299.0k
LPL Financial LLC Added +264,643+264.6k
ENVESTNET ASSET MANAGEMENT INC Added +262,448+262.4k
D.A. DAVIDSON & CO. Added +168,806+168.8k

Biggest sellers

MML INVESTORS SERVICES, LLC Sold out -90,267-90.3k
JANE STREET GROUP, LLC Reduced -76,285-76.3k
Systelligence, LLC Reduced -64,743-64.7k
HighTower Advisors, LLC Reduced -42,529-42.5k
CITADEL ADVISORS LLC Sold out -18,159-18.2k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Reduced -14,138-14.1k
Savvy Advisors, Inc. Reduced -11,392-11.4k
Eldridge Investment Advisors, Inc. Reduced -11,136-11.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -10,299-10.3k
ASSETMARK, INC Reduced -6,625-6.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,931,7267.9m $404.0m $404.0m 0.02% Added +2.1m +2,058,594
2 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,452,1791.5m $74.0m $74.0m 0.02% Added +717.5k +717,502
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,010,6481.0m $51.5m $51.5m 0.01% Added +264.6k +264,643
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 481,906481.9k $24.5m $24.5m 0.01% Added +309.8k +309,760
5 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 362,147362.1k $18.4m $18.4m 0.11% Added +168.8k +168,806
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 359,302359.3k $18.3m $18.3m 0.00% Added +262.4k +262,448
7 Per Stirling Capital Management, LLC. 1.91% of their portfolio AUSTIN, TX 339,034339.0k $17.3m $17.3m 1.91% Added +2.0k +2,044
8 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 337,629337.6k $17.2m $17.2m 0.03% New
9 Tilson Financial Group, Inc. 5.06% of their portfolio NEW PROVIDENCE, NJ 331,240331.2k $16.9m $16.9m 5.06% Added +9.1k +9,060
10 Blue Water Asset Management 5.79% of their portfolio GRAND RAPIDS, MI 329,166329.2k $16.8m $16.8m 5.79% Added +307.2k +307,244
11 LeClair Wealth Partners LLC 5.79% of their portfolio DUBLIN, OH 329,166329.2k $16.8m $16.8m 5.79% New
12 Prism Advisors, Inc. 4.07% of their portfolio STUDIO CITY, CA 298,979299.0k $15.2m $15.2m 4.07% New
13 Platform Technology Partners 2.56% of their portfolio NEW YORK, NY 260,234260.2k $13.3m $13.3m 2.56% Added +10.8k +10,833
14 Nemes Rush Group LLC 1.06% of their portfolio NOVI, MI 218,876218.9k $11.1m $11.1m 1.06% Added +22.7k +22,720
15 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 202,908202.9k $10.3m $10.3m 0.03% Added +7.6k +7,623
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 186,370186.4k $9.5m $9.5m 0.01% Reduced -42.5k -42,529
17 IHT Wealth Management, LLC 0.19% of their portfolio Chicago, IL 159,020159.0k $8.1m $8.1m 0.19% Added +4.2k +4,244
18 MGO ONE SEVEN LLC 0.15% of their portfolio Beachwood, OH 147,445147.4k $7.5m $7.5m 0.15% Added +18.9k +18,858
19 CREATIVE FINANCIAL DESIGNS INC /ADV 0.43% of their portfolio KOKOMO, IN 139,414139.4k $7.1m $7.1m 0.43% New
20 Clear Trail Advisors, LLC 1.13% of their portfolio HOUSTON, TX 133,525133.5k $6.8m $6.8m 1.13% New
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 129,920129.9k $6.6m $6.6m 0.00% Added +114 +114
22 Gateway Wealth Partners, LLC 0.26% of their portfolio APPLETON, WI 129,586129.6k $6.6m $6.6m 0.26% Added +77.6k +77,583
23 WEALTHSPAN PARTNERS, LLC 2.32% of their portfolio DAVENPORT, IA 129,435129.4k $6.6m $6.6m 2.32% Added +13.3k +13,265
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 126,982127.0k $6.5m $6.5m 0.01% Added +85.2k +85,211
25 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 123,004123.0k $6.3m $6.3m 0.03% Added +1.1k +1,058
26 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 107,294107.3k $5.5m $5.5m 0.04% Reduced -2.6k -2,580
27 Systelligence, LLC 0.98% of their portfolio BLOOMINGTON, MN 98,63298.6k $5.0m $5.0m 0.98% Reduced -64.7k -64,743
28 FWG Holdings, LLC 1.61% of their portfolio WINTER PARK, FL 83,75583.8k $4.3m $4.3m 1.61% Added +12.5k +12,505
29 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 82,54582.5k $4.2m $4.2m 0.03% Added +10.8k +10,847
30 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 65,95366.0k $3.4m $3.4m 0.01% Reduced -6.6k -6,625
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 62,42762.4k $3.2m $3.2m 0.01% Added +13.4k +13,382
32 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 62,30762.3k $3.2m $3.2m 0.02% Added +2.5k +2,528
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 58,41258.4k $3.0m $3.0m 0.00% Added +20.8k +20,783
34 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio LIBERTYVILLE, IL 54,89754.9k $2.8m $2.8m 0.29% Added +17.1k +17,050
35 PCM Encore, LLC 0.53% of their portfolio Aspen, CO 50,66550.7k $2.6m $2.6m 0.53% Reduced -5.2k -5,237
36 WNY Asset Management, LLC 0.24% of their portfolio Williamsville, NY 44,93044.9k $2.3m $2.3m 0.24% First filing
37 Eldridge Investment Advisors, Inc. 0.50% of their portfolio MANCHESTER, NH 44,75944.8k $2.3m $2.3m 0.50% Reduced -11.1k -11,136
38 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.37% of their portfolio LEAWOOD, KS 43,54843.5k $2.2m $2.2m 0.37% Reduced -14.1k -14,138
39 SAM Advisors, LLC 0.63% of their portfolio OAKHURST, CA 39,71439.7k $2.0m $2.0m 0.63% New
40 Opal Wealth Advisors, LLC 0.45% of their portfolio JERICHO, NY 38,82238.8k $2.0m $2.0m 0.45% Added +19.4k +19,443
41 Sovran Advisors, LLC 0.15% of their portfolio SAN DIEGO, CA 37,06937.1k $1.9m $1.9m 0.15% New
42 Dynamic Advisor Solutions LLC 0.06% of their portfolio PHOENIX, AZ 36,83936.8k $1.9m $1.9m 0.06% Added +10.8k +10,837
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,30226.3k $1.3m $1.3m 0.00% Added +4.4k +4,393
44 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 22,90722.9k $1.2m $1.2m 0.00% New
45 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 14,74014.7k $751.0k $751.0k 0.02% New
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,69014.7k $748.3k $748.3k 0.00% Reduced -76.3k -76,285
47 WBI INVESTMENTS, LLC 0.21% of their portfolio RED BANK, NJ 14,67114.7k $747.3k $747.3k 0.21% Reduced -1.1k -1,068
48 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 12,10212.1k $616.5k $616.5k 0.02% Reduced -11.4k -11,392
49 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 11,57611.6k $589.7k $589.7k 0.01% Added +3.1k +3,125
50 FIRST AMERICAN BANK 0.04% of their portfolio DUNDEE, IL 11,20811.2k $570.9k $570.9k 0.04% New
51 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 10,84910.8k $554.6k $554.6k 0.03% New
52 Center for Financial Planning, Inc. 0.05% of their portfolio SOUTHFIED, MI 9,8109.8k $499.7k $499.7k 0.05% Unchanged
53 Cherry Creek Investment Advisors, Inc. 0.21% of their portfolio ENGLEWOOD, CO 9,6689.7k $492.5k $492.5k 0.21% Added +49 +49
54 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 8,9609.0k $456.4k $456.4k 0.03% New
55 NorthLanding Financial Partners, LLC 0.36% of their portfolio ROCHESTER, NY 8,7328.7k $444.8k $444.8k 0.36% Added +58 +58
56 MMA ASSET MANAGEMENT LLC 0.14% of their portfolio New York, NY 8,0868.1k $411.9k $411.9k 0.14% Added +1.0k +1,002
57 Stonebridge Financial Group, LLC / MO 0.32% of their portfolio ST. LOUIS, MO 7,4017.4k $377.0k $377.0k 0.32% Added +2.6k +2,643
58 PFG Advisors 0.02% of their portfolio Phoenix, AZ 6,6006.6k $336.2k $336.2k 0.02% Added +141 +141
59 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,3866.4k $325.3k $325.3k 0.00% Added +275 +275
60 Strategic Financial Concepts, LLC 0.07% of their portfolio SAN ANTONIO, TX 5,6735.7k $289.0k $289.0k 0.07% New
61 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 5,6205.6k $287.9k $287.9k 0.01% Reduced -520 -520
62 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 5,5225.5k $281.3k $281.3k 0.01% Added +749 +749
63 STUDIO INVESTMENT MANAGEMENT LLC 0.05% of their portfolio CHICAGO, IL 5,3065.3k $271.3k $271.3k 0.05% Added +1.3k +1,256
64 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,2455.2k $268.0k $268.0k 0.01% Added +4.1k +4,060
65 Core Wealth Advisors, Inc. 0.06% of their portfolio LAKELAND, FL 4,7844.8k $243.7k $243.7k 0.06% Reduced -4.9k -4,855
66 Note Advisors, LLC 0.11% of their portfolio BUFFALO, NY 4,3644.4k $222.3k $222.3k 0.11% Unchanged
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1413.1k $160.0k $160.0k 0.00% Added +123 +123
68 Clarity Asset Management, Inc. 0.07% of their portfolio AMES, IA 2,8062.8k $142.9k $142.9k 0.07% New
69 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,1582.2k $110.0k $110.0k 0.00% Added +15 +15
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,5781.6k $80.4k $80.4k 0.00% New
71 Clayton Financial Group LLC 0.03% of their portfolio ST. LOUIS, MO 1,1481.1k $58.5k $58.5k 0.03% Unchanged
72 Wall Street Financial Group, Inc. 0.03% of their portfolio CARLINVILLE, IL 1,1421.1k $58.2k $58.2k 0.03% New
73 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,1001.1k $56.0k $56.0k 0.00% New
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 700700 $35.7k $35.7k 0.00% New
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 521521 $26.5k $26.5k 0.00% Reduced -87 -87
76 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 500500 $25.5k $25.5k 0.00% New
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 395395 $20.1k $20.1k 0.00% Unchanged
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 00 $23 $23 0.00% Unchanged