Vault-13

MORGAN STANLEY ETF TRUST EVSM

EATON VANCE SHRT · ETP · CUSIP 61774R858

93 institutional holders +18 vs Q4 2025
8,987,6299.0m shares reported held*
$412.7mreported value*
25 new 44 added 17 reduced 7 sold out net bought ≈ $74.5m (+2.2m 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 ≈ $45.92.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q1 24: 3Q2 24: 7Q3 24: 18Q4 24: 25Q1 25: 32Q2 25: 45Q3 25: 63Q4 25: 75Q1 26: 9393Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q1 20243
Q2 20247
Q3 202418
Q4 202425
Q1 202532
Q2 202545
Q3 202563
Q4 202575
Q1 202693

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 4 bought or addedQ2 24: 2 cut or sold outQ3 24: 15 bought or addedQ3 24: 2 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 4 cut or sold outQ1 25: 27 bought or addedQ1 25: 4 cut or sold outQ1 25Q2 25: 39 bought or addedQ2 25: 6 cut or sold outQ3 25: 52 bought or addedQ3 25: 8 cut or sold outQ3 25Q4 25: 60 bought or addedQ4 25: 14 cut or sold outQ1 26: 69 bought or addedQ1 26: 24 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202442
Q3 2024152
Q4 2024204
Q1 2025274
Q2 2025396
Q3 2025528
Q4 20256014
Q1 20266924

Biggest buyers

Oasis Advisors, LLC Added +788,509+788.5k
MORGAN STANLEY Added +509,474+509.5k
LPL Financial LLC Added +289,607+289.6k
AMERIPRISE FINANCIAL INC Added +259,253+259.3k
Elequin Capital, LP New +56,315+56.3k
Farther Finance Advisors, LLC Added +47,227+47.2k
BESSEMER GROUP INC New +45,842+45.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +42,245+42.2k
Rossby Financial, LCC New +41,624+41.6k
Integrated Wealth Concepts LLC New +36,659+36.7k

Biggest sellers

Atria Investments, Inc Reduced -76,643-76.6k
JANE STREET GROUP, LLC Reduced -62,764-62.8k
Cambridge Investment Research Advisors, Inc. Reduced -40,489-40.5k
Orion Porfolio Solutions, LLC Reduced -31,449-31.4k
MML INVESTORS SERVICES, LLC Reduced -26,404-26.4k
FLOW TRADERS U.S. LLC Reduced -25,270-25.3k
Cetera Investment Advisers Reduced -9,458-9.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -6,489-6.5k
GOLDMAN SACHS GROUP INC Reduced -6,376-6.4k
Montis Financial, LLC Sold out -5,687-5.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,518,4973.5m $176.6m $176.6m 0.01% Added +509.5k +509,474
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 835,804835.8k $42.0m $42.0m 0.01% Added +259.3k +259,253
3 Oasis Advisors, LLC 0.68% of their portfolio FOREST CITY, IA 834,792834.8k $3.5m $3.5m 0.68% Added +788.5k +788,509
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 543,001543.0k $27.3m $27.3m 0.01% Added +289.6k +289,607
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 287,303287.3k $14.4m $14.4m 0.00% Added +12.8k +12,814
6 Garrett Wealth Advisory Group, LLC 2.29% of their portfolio WEATHERFORD, TX 256,680256.7k $12.9m $12.9m 2.29% Added +11.1k +11,088
7 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 243,867243.9k $12.3m $12.3m 0.06% Added +35.2k +35,245
8 Sunflower Bank, N.A. 2.55% of their portfolio DALLAS, TX 199,520199.5k $10.0m $10.0m 2.55% Added +8.7k +8,721
9 Tilson Financial Group, Inc. 2.70% of their portfolio NEW PROVIDENCE, NJ 179,313179.3k $9.0m $9.0m 2.70% Added +3.0k +3,034
10 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 159,336159.3k $8.0m $8.0m 0.08% Added +47.2k +47,227
11 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 111,715111.7k $5.6m $5.6m 0.03% Reduced -663 -663
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 107,318107.3k $5.4m $5.4m 0.01% Added +27.9k +27,926
13 Diversified Portfolios, Inc. 0.34% of their portfolio Bloomfield Hills, MI 81,24181.2k $4.1m $4.1m 0.34% Added +17.5k +17,476
14 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 75,35175.4k $3.8m $3.8m 0.05% Added +9.1k +9,100
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 59,55159.6k $3.0m $3.0m 0.00% Added +42.2k +42,245
16 WEALTHSPAN PARTNERS, LLC 1.03% of their portfolio DAVENPORT, IA 58,39658.4k $2.9m $2.9m 1.03% Added +6.9k +6,933
17 Elequin Capital, LP 0.26% of their portfolio NEW YORK, NY 56,31556.3k $2.8m $2.8m 0.26% New
18 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 54,22354.2k $2.7m $2.7m 0.05% Reduced -777 -777
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 52,00852.0k $2.6m $2.6m 0.01% Reduced -26.4k -26,404
20 U.S. Capital Wealth Advisors, LLC 0.06% of their portfolio AUSTIN, TX 49,01749.0k $2.5m $2.5m 0.06% Added +778 +778
21 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 46,01246.0k $2.3m $2.3m 0.07% Reduced -25.3k -25,270
22 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 45,84245.8k $2.3m $2.3m 0.00% New
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 44,21444.2k $2.2m $2.2m 0.00% Added +6.3k +6,330
24 Nemes Rush Group LLC 0.21% of their portfolio NOVI, MI 44,01944.0k $2.2m $2.2m 0.21% Added +11.8k +11,786
25 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 41,65641.7k $2.1m $2.1m 0.01% Added +4.7k +4,670
26 Rossby Financial, LCC 0.44% of their portfolio MELBOURNE, FL 41,62441.6k $2.1m $2.1m 0.44% New
27 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 41,45441.5k $2.1m $2.1m 0.05% Reduced -4.1k -4,110
28 McAdam, LLC 0.09% of their portfolio Philadelphia, PA 41,14341.1k $2.1m $2.1m 0.09% Added +20.8k +20,779
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 40,65340.7k $2.0m $2.0m 0.00% Reduced -9.5k -9,458
30 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 36,65936.7k $1.8m $1.8m 0.01% New
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,25535.3k $1.8m $1.8m 0.00% Reduced -62.8k -62,764
32 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 33,77333.8k $1.7m $1.7m 0.05% Added +5.2k +5,171
33 Asset Allocation Strategies LLC 0.29% of their portfolio FARMINGTON, MI 32,59832.6k $1.6m $1.6m 0.29% New
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 31,39031.4k $1.6m $1.6m 0.00% Reduced -40.5k -40,489
35 BlueStem Wealth Partners, LLC 0.16% of their portfolio MINNETONKA, MN 28,78328.8k $1.4m $1.4m 0.16% Reduced -705 -705
36 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 28,39228.4k $1.4m $1.4m 0.06% Added +20.8k +20,755
37 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 26,91626.9k $1.4m $1.4m 0.04% New
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,54626.5k $1.3m $1.3m 0.00% Added +12.2k +12,238
39 Essex Financial Services, Inc. 0.07% of their portfolio ESSEX, CT 25,70525.7k $1.3m $1.3m 0.07% Added +5.5k +5,550
40 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 24,15424.2k $1.2m $1.2m 0.01% Added +19.3k +19,269
41 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 23,11123.1k $1.2m $1.2m 0.02% Added +103 +103
42 WNY Asset Management, LLC 0.11% of their portfolio Williamsville, NY 21,23521.2k $1.1m $1.1m 0.11% First filing
43 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 20,96121.0k $1.1m $1.1m 0.01% New
44 MBA Advisors LLC 0.40% of their portfolio HERMITAGE, PA 20,86120.9k $1.0m $1.0m 0.40% Added +561 +561
45 PANORAMIC INVESTMENT ADVISORS, LLC 0.51% of their portfolio DENVER, CO 18,96819.0k $952.0k $952.0k 0.51% Added +309 +309
46 FSA Advisors, Inc. 0.63% of their portfolio TROY, MI 18,95519.0k $951.4k $951.4k 0.63% Added +2.0k +2,040
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,42218.4k $924.6k $924.6k 0.00% Reduced -5.0k -4,989
48 Quadcap Wealth Management, LLC 0.10% of their portfolio Frisco, TX 17,62317.6k $884.5k $884.5k 0.10% Reduced -1.8k -1,832
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,42416.4k $824.3k $824.3k 0.00% New
50 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 16,35216.4k $820.7k $820.7k 0.01% Reduced -76.6k -76,643
51 Arete Wealth Advisors, LLC 0.06% of their portfolio CHICAGO, IL 16,29816.3k $817.9k $817.9k 0.06% Added +642 +642
52 Milestones Private Investment Advisors LLC 0.67% of their portfolio FAIRPORT, NY 15,21215.2k $763.5k $763.5k 0.67% Added +54 +54
53 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 14,95215.0k $750.4k $750.4k 0.01% Reduced -31.4k -31,449
54 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,84013.8k $694.6k $694.6k 0.00% Reduced -6.4k -6,376
55 Financial Solutions Advisory Group, Inc. 0.09% of their portfolio CHICAGO, IL 13,50013.5k $677.6k $677.6k 0.09% First filing
56 GENESIS PRIVATE WEALTH, LLC 0.21% of their portfolio ASHBURN, VA 13,32313.3k $668.7k $668.7k 0.21% Reduced -5.1k -5,058
57 New England Private Wealth Advisors LLC 0.07% of their portfolio WELLESLEY, MA 12,74512.7k $639.7k $639.7k 0.07% Added +689 +689
58 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 12,35012.3k $619.8k $619.8k 0.01% Added +7.7k +7,661
59 PCM Encore, LLC 0.13% of their portfolio Aspen, CO 12,28812.3k $616.7k $616.7k 0.13% Added +6.0k +6,010
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,68810.7k $536.4k $536.4k 0.00% Added +46 +46
61 ORBA Wealth Advisors, L.L.C. 0.59% of their portfolio CHICAGO, IL 9,8989.9k $496.8k $496.8k 0.59% Reduced -3.0k -2,978
62 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio PROVIDENCE, RI 9,7219.7k $487.9k $487.9k 0.02% New
63 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,3709.4k $470.3k $470.3k 0.00% New
64 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,0349.0k $453.4k $453.4k 0.00% Added +390 +390
65 Inspire Advisors, LLC 0.04% of their portfolio Meridian, ID 8,7208.7k $437.7k $437.7k 0.04% Unchanged
66 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 8,7058.7k $436.9k $436.9k 0.00% New
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,5348.5k $428.3k $428.3k 0.00% Added +415 +415
68 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8,1498.1k $409.0k $409.0k 0.00% New
69 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,1068.1k $406.8k $406.8k 0.00% New
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,9818.0k $400.6k $400.6k 0.00% Added +2.0k +1,981
71 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 7,7517.8k $389.0k $389.0k 0.00% New
72 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 7,1257.1k $357.6k $357.6k 0.02% Added +4.9k +4,900
73 BridgePort Financial Solutions, LLC 0.10% of their portfolio FAIRFIELD, IA 6,9977.0k $351.2k $351.2k 0.10% Unchanged
74 Brookwood Investment Group LLC 0.04% of their portfolio PHOENIX, AZ 6,2676.3k $314.5k $314.5k 0.04% Unchanged
75 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 5,5135.5k $277.0k $277.0k 0.00% Added +217 +217
76 HOWARD WEALTH MANAGEMENT, LLC 0.11% of their portfolio Madison, CT 5,3295.3k $267.5k $267.5k 0.11% Added +313 +313
77 TITLEIST ASSET MANAGEMENT, LLC 0.02% of their portfolio SAN ANTONIO, TX 5,0655.1k $254.2k $254.2k 0.02% New
78 Nvest Financial, LLC 0.09% of their portfolio PORTSMOUTH, NH 5,0315.0k $252.5k $252.5k 0.09% Added +23 +23
79 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 4,9755.0k $249.7k $249.7k 0.01% New
80 Whitaker-Myers Wealth Managers, LTD. 0.05% of their portfolio Mansfield, OH 4,9454.9k $248.2k $248.2k 0.05% New
81 Chokshi & Queen Wealth Advisors, Inc 0.13% of their portfolio San Diego, CA 4,7864.8k $240.2k $240.2k 0.13% New
82 Synergy Investment Management, LLC 0.07% of their portfolio ALTAMONTE SPRINGS, FL 4,0284.0k $202.2k $202.2k 0.07% New
83 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9003.9k $195.7k $195.7k 0.00% Unchanged
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,7263.7k $187.0k $187.0k 0.00% New
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,1873.2k $160.0k $160.0k 0.00% New
86 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,1043.1k $155.9k $155.9k 0.00% New
87 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,6802.7k $134.5k $134.5k 0.01% Reduced -150 -150
88 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,5692.6k $128.9k $128.9k 0.00% Unchanged
89 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,5041.5k $75.5k $75.5k 0.00% New
90 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,4061.4k $71.0k $71.0k 0.00% Added +571 +571
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 700700 $35.1k $35.1k 0.00% New
92 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 629629 $31.6k $31.6k 0.01% Added +3 +3
93 UBS Group AG 0.00% of their portfolio ZURICH, V8 5050 $2.5k $2.5k 0.00% New