Vault-13

MORGAN STANLEY ETF TRUST EVSD

EATON VANCE SHOR · ETP · CUSIP 61774R825

85 institutional holders +7 vs Q1 2026
18,919,25718.9m shares reported held*
$962.1mreported value*
16 new 40 added 23 reduced 10 sold out net bought ≈ $101.6m (+2.0m 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 ≈ $50.85.

Trends to Q2 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: 78Q2 26: 8585Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202420
Q3 202422
Q4 202424
Q1 202526
Q2 202541
Q3 202552
Q4 202566
Q1 202678
Q2 202685

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 outQ4 24: 10 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 8 cut or sold outQ2 25: 30 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 10 cut or sold outQ4 25: 45 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 59 bought or addedQ1 26: 19 cut or sold outQ2 26: 56 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024139
Q4 2024109
Q1 2025198
Q2 2025307
Q3 20254110
Q4 20254516
Q1 20265919
Q2 20265633

Biggest buyers

MORGAN STANLEY Added +949,344+949.3k
LPL Financial LLC Added +447,716+447.7k
AMERIPRISE FINANCIAL INC Added +232,536+232.5k
Per Stirling Capital Management, LLC. Added +203,373+203.4k
Rockefeller Capital Management L.P. Added +201,042+201.0k
RAYMOND JAMES FINANCIAL INC Added +93,348+93.3k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Added +77,859+77.9k
Cambridge Investment Research Advisors, Inc. Added +74,319+74.3k
Dakota Wealth Management New +74,239+74.2k
BANK OF AMERICA CORP /DE/ New +71,189+71.2k

Biggest sellers

LeClair Wealth Partners LLC Sold out -329,166-329.2k
CREATIVE FINANCIAL DESIGNS INC /ADV Sold out -139,414-139.4k
Janney Montgomery Scott LLC Reduced -125,498-125.5k
Gateway Wealth Partners, LLC Reduced -46,978-47.0k
Eldridge Investment Advisors, Inc. Sold out -44,759-44.8k
Sanctuary Advisors, LLC Reduced -41,991-42.0k
Sovran Advisors, LLC Reduced -29,077-29.1k
Systelligence, LLC Reduced -23,215-23.2k
WNY Asset Management, LLC Reduced -19,873-19.9k
FWG Holdings, LLC Reduced -19,216-19.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,881,0708.9m $451.6m $451.6m 0.02% Added +949.3k +949,344
2 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,684,7151.7m $85.6m $85.6m 0.02% Added +232.5k +232,536
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,458,3641.5m $74.2m $74.2m 0.02% Added +447.7k +447,716
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 575,254575.3k $29.3m $29.3m 0.01% Added +93.3k +93,348
5 Per Stirling Capital Management, LLC. 2.63% of their portfolio AUSTIN, TX 542,407542.4k $27.6m $27.6m 2.63% Added +203.4k +203,373
6 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 538,671538.7k $27.4m $27.4m 0.04% Added +201.0k +201,042
7 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 397,741397.7k $20.2m $20.2m 0.11% Added +35.6k +35,594
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 389,668389.7k $19.8m $19.8m 0.00% Added +30.4k +30,366
9 Blue Water Asset Management 5.72% of their portfolio GRAND RAPIDS, MI 348,359348.4k $17.7m $17.7m 5.72% Added +19.2k +19,193
10 Tilson Financial Group, Inc. 4.74% of their portfolio NEW PROVIDENCE, NJ 338,935338.9k $17.2m $17.2m 4.74% Added +7.7k +7,695
11 Prism Advisors, Inc. 3.85% of their portfolio STUDIO CITY, CA 311,981312.0k $15.9m $15.9m 3.85% Added +13.0k +13,002
12 Platform Technology Partners 2.41% of their portfolio NEW YORK, NY 289,968290.0k $14.7m $14.7m 2.41% Added +29.7k +29,734
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 244,937244.9k $12.5m $12.5m 0.01% Added +58.6k +58,567
14 Nemes Rush Group LLC 0.95% of their portfolio NOVI, MI 226,338226.3k $11.5m $11.5m 0.95% Added +7.5k +7,462
15 IHT Wealth Management, LLC 0.17% of their portfolio Chicago, IL 157,002157.0k $8.0m $8.0m 0.17% Reduced -2.0k -2,018
16 Clear Trail Advisors, LLC 1.15% of their portfolio HOUSTON, TX 147,544147.5k $7.5m $7.5m 1.15% Added +14.0k +14,019
17 MGO ONE SEVEN LLC 0.12% of their portfolio Beachwood, OH 139,413139.4k $7.1m $7.1m 0.12% Reduced -8.0k -8,032
18 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 137,764137.8k $7.0m $7.0m 0.03% Added +14.8k +14,760
19 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 136,746136.7k $7.0m $7.0m 0.01% Added +74.3k +74,319
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 136,217136.2k $6.9m $6.9m 0.00% Added +6.3k +6,297
21 WEALTHSPAN PARTNERS, LLC 2.10% of their portfolio DAVENPORT, IA 130,753130.8k $6.6m $6.6m 2.10% Added +1.3k +1,318
22 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.92% of their portfolio LEAWOOD, KS 121,407121.4k $6.2m $6.2m 0.92% Added +77.9k +77,859
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 114,821114.8k $5.8m $5.8m 0.01% Reduced -12.2k -12,161
24 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 103,919103.9k $5.3m $5.3m 0.03% Reduced -3.4k -3,375
25 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 85,72985.7k $4.4m $4.4m 0.03% Added +3.2k +3,184
26 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 85,31885.3k $4.3m $4.3m 0.01% Added +26.9k +26,906
27 Gateway Wealth Partners, LLC 0.25% of their portfolio APPLETON, WI 82,60882.6k $4.2m $4.2m 0.25% Reduced -47.0k -46,978
28 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 77,41077.4k $3.9m $3.9m 0.01% Reduced -125.5k -125,498
29 Systelligence, LLC 0.64% of their portfolio BLOOMINGTON, MN 75,41775.4k $3.8m $3.8m 0.64% Reduced -23.2k -23,215
30 Dakota Wealth Management 0.07% of their portfolio PALM BEACH GARDENS, FL 74,23974.2k $3.8m $3.8m 0.07% New
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 71,18971.2k $3.6m $3.6m 0.00% New
32 PCM Encore, LLC 0.62% of their portfolio Aspen, CO 69,24069.2k $3.5m $3.5m 0.62% Added +18.6k +18,575
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 68,42568.4k $3.5m $3.5m 0.00% Added +42.1k +42,123
34 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 65,72365.7k $3.3m $3.3m 0.01% Reduced -230 -230
35 FWG Holdings, LLC 1.14% of their portfolio WINTER PARK, FL 64,53964.5k $3.3m $3.3m 1.14% Reduced -19.2k -19,216
36 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.31% of their portfolio LIBERTYVILLE, IL 60,01260.0k $3.1m $3.1m 0.31% Added +5.1k +5,115
37 Dynamic Advisor Solutions LLC 0.08% of their portfolio PHOENIX, AZ 53,01853.0k $2.7m $2.7m 0.08% Added +16.2k +16,179
38 SAM Advisors, LLC 0.64% of their portfolio OAKHURST, CA 46,31946.3k $2.4m $2.4m 0.64% Added +6.6k +6,605
39 Opal Wealth Advisors, LLC 0.43% of their portfolio JERICHO, NY 38,82238.8k $2.0m $2.0m 0.43% Unchanged
40 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 27,11427.1k $1.4m $1.4m 0.01% New
41 WNY Asset Management, LLC 0.11% of their portfolio Williamsville, NY 25,05725.1k $1.3m $1.3m 0.11% Reduced -19.9k -19,873
42 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 22,24222.2k $1.1m $1.1m 0.00% Reduced -665 -665
43 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 20,31620.3k $1.0m $1.0m 0.00% Reduced -42.0k -41,991
44 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 16,62416.6k $845.4k $845.4k 0.02% Added +4.5k +4,522
45 WBI INVESTMENTS, LLC 0.17% of their portfolio RED BANK, NJ 13,35913.4k $679.4k $679.4k 0.17% Reduced -1.3k -1,312
46 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,36012.4k $628.6k $628.6k 0.00% Reduced -2.3k -2,330
47 FIRST AMERICAN BANK 0.03% of their portfolio DUNDEE, IL 11,06011.1k $562.5k $562.5k 0.03% Reduced -148 -148
48 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 10,61110.6k $539.6k $539.6k 0.01% Reduced -965 -965
49 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,24710.2k $521.1k $521.1k 0.01% New
50 Center for Financial Planning, Inc. 0.05% of their portfolio SOUTHFIED, MI 9,8109.8k $498.9k $498.9k 0.05% Unchanged
51 Cherry Creek Investment Advisors, Inc. 0.18% of their portfolio ENGLEWOOD, CO 8,9529.0k $455.3k $455.3k 0.18% Reduced -716 -716
52 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 8,8628.9k $450.7k $450.7k 0.03% Reduced -98 -98
53 NorthLanding Financial Partners, LLC 0.31% of their portfolio ROCHESTER, NY 8,8218.8k $448.6k $448.6k 0.31% Added +89 +89
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,5368.5k $434.1k $434.1k 0.00% Added +8.1k +8,141
55 MMA ASSET MANAGEMENT LLC 0.13% of their portfolio New York, NY 8,2168.2k $417.8k $417.8k 0.13% Added +130 +130
56 Sovran Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 7,9928.0k $406.0k $406.0k 0.03% Reduced -29.1k -29,077
57 STUDIO INVESTMENT MANAGEMENT LLC 0.07% of their portfolio CHICAGO, IL 7,6577.7k $390.9k $390.9k 0.07% Added +2.4k +2,351
58 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 7,6187.6k $387.4k $387.4k 0.01% New
59 Stonebridge Financial Group, LLC / MO 0.25% of their portfolio ST. LOUIS, MO 7,4257.4k $377.6k $377.6k 0.25% Added +24 +24
60 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,3807.4k $375.3k $375.3k 0.00% Added +994 +994
61 PFG Advisors 0.02% of their portfolio Phoenix, AZ 6,4976.5k $330.4k $330.4k 0.02% Reduced -103 -103
62 Strategic Financial Concepts, LLC 0.10% of their portfolio SAN ANTONIO, TX 6,3106.3k $320.9k $320.9k 0.10% Added +637 +637
63 BOS Asset Management, LLC 0.07% of their portfolio SPRINGFIELD, IL 6,0386.0k $307.1k $307.1k 0.07% New
64 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,9566.0k $302.9k $302.9k 0.01% New
65 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 5,8195.8k $296.8k $296.8k 0.01% Reduced -5.0k -5,030
66 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,4105.4k $275.0k $275.0k 0.01% Added +165 +165
67 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 5,3945.4k $273.4k $273.4k 0.01% Reduced -226 -226
68 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,2605.3k $267.5k $267.5k 0.00% New
69 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,8424.8k $246.2k $246.2k 0.00% New
70 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,6394.6k $235.9k $235.9k 0.00% Added +3.5k +3,539
71 Core Wealth Advisors, Inc. 0.04% of their portfolio LAKELAND, FL 4,3784.4k $222.6k $222.6k 0.04% Reduced -406 -406
72 Note Advisors, LLC 0.10% of their portfolio BUFFALO, NY 4,3644.4k $221.9k $221.9k 0.10% Unchanged
73 Cape Investment Advisory, Inc. 0.06% of their portfolio MCDONOUGH, GA 4,2324.2k $215.2k $215.2k 0.06% New
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,7913.8k $192.8k $192.8k 0.00% Added +2.2k +2,213
75 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,6463.6k $185.4k $185.4k 0.00% Added +505 +505
76 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,9633.0k $150.7k $150.7k 0.00% First filing
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,4562.5k $124.9k $124.9k 0.00% New
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,1822.2k $111.0k $111.0k 0.00% Added +24 +24
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 700700 $35.8k $35.8k 0.00% Unchanged
80 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 631631 $32.1k $32.1k 0.00% New
81 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 591591 $30.1k $30.1k 0.00% New
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 521521 $26.5k $26.5k 0.00% Unchanged
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 167167 $8.5k $8.5k 0.00% New
84 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 153153 $7.8k $7.8k 0.00% New
85 Basepoint Wealth LLC 0.00% of their portfolio CEDAR RAPIDS, IA 5656 $2.8k $2.8k 0.00% New