Vault-13

MORGAN STANLEY ETF TRUST EVSM

EATON VANCE SHRT · ETP · CUSIP 61774R858

105 institutional holders +12 vs Q1 2026
8,956,7449.0m shares reported held*
$450.6mreported value*
24 new 50 added 23 reduced 12 sold out net bought ≈ $39.4m (+17.6k 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 ≈ $50.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q1 24: 3Q2 24: 7Q3 24: 18Q4 24: 25Q1 25: 32Q2 25: 45Q3 25: 63Q4 25: 75Q1 26: 93Q2 26: 105105Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20243
Q2 20247
Q3 202418
Q4 202425
Q1 202532
Q2 202545
Q3 202563
Q4 202575
Q1 202693
Q2 2026105

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 15 bought or addedQ3 24: 2 cut or sold outQ4 24: 20 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 4 cut or sold outQ2 25: 39 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 52 bought or addedQ3 25: 8 cut or sold outQ4 25: 60 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 69 bought or addedQ1 26: 24 cut or sold outQ2 26: 74 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024152
Q4 2024204
Q1 2025274
Q2 2025396
Q3 2025528
Q4 20256014
Q1 20266924
Q2 20267435

Biggest buyers

LPL Financial LLC Added +192,097+192.1k
Rockefeller Capital Management L.P. New +97,400+97.4k
Diversified Portfolios, Inc. Added +69,093+69.1k
AMERIPRISE FINANCIAL INC Added +62,242+62.2k
Per Stirling Capital Management, LLC. New +53,927+53.9k
Farther Finance Advisors, LLC Added +49,159+49.2k
Stratos Investment Management, LLC New +45,800+45.8k
RAYMOND JAMES FINANCIAL INC Added +42,252+42.3k
Arax Advisory Partners New +41,226+41.2k
WELLS FARGO & COMPANY/MN New +38,953+39.0k

Biggest sellers

Oasis Advisors, LLC Reduced -819,665-819.7k
Elequin Capital, LP Reduced -47,417-47.4k
FLOW TRADERS U.S. LLC Sold out -46,012-46.0k
BESSEMER GROUP INC Sold out -45,842-45.8k
OLD MISSION CAPITAL LLC Sold out -41,454-41.5k
McAdam, LLC Sold out -41,143-41.1k
BlueStem Wealth Partners, LLC Sold out -28,783-28.8k
JANE STREET GROUP, LLC Reduced -17,983-18.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,424-16.4k
Orion Porfolio Solutions, LLC Sold out -14,952-15.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,549,1623.5m $178.6m $178.6m 0.01% Added +30.7k +30,665
2 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 898,046898.0k $45.2m $45.2m 0.01% Added +62.2k +62,242
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 735,098735.1k $37.0m $37.0m 0.01% Added +192.1k +192,097
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 313,014313.0k $15.7m $15.7m 0.00% Added +25.7k +25,711
5 Garrett Wealth Advisory Group, LLC 2.17% of their portfolio WEATHERFORD, TX 279,990280.0k $14.1m $14.1m 2.17% Added +23.3k +23,310
6 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 267,880267.9k $13.5m $13.5m 0.06% Added +24.0k +24,013
7 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 208,495208.5k $10.5m $10.5m 0.08% Added +49.2k +49,159
8 Sunflower Bank, N.A. 2.37% of their portfolio DALLAS, TX 196,868196.9k $9.9m $9.9m 2.37% Reduced -2.7k -2,652
9 Tilson Financial Group, Inc. 2.50% of their portfolio NEW PROVIDENCE, NJ 180,493180.5k $9.1m $9.1m 2.50% Added +1.2k +1,180
10 Diversified Portfolios, Inc. 0.55% of their portfolio Bloomfield Hills, MI 150,334150.3k $7.6m $7.6m 0.55% Added +69.1k +69,093
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 124,112124.1k $6.2m $6.2m 0.01% Added +16.8k +16,794
12 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 105,711105.7k $5.3m $5.3m 0.02% Reduced -6.0k -6,004
13 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 97,40097.4k $4.9m $4.9m 0.01% New
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 86,72186.7k $4.4m $4.4m 0.00% Added +27.2k +27,170
15 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 70,97371.0k $3.6m $3.6m 0.01% Added +19.0k +18,965
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 68,41768.4k $3.4m $3.4m 0.00% Added +24.2k +24,203
17 Summit Financial, LLC 0.04% of their portfolio PARSIPPANY, NJ 67,82067.8k $3.4m $3.4m 0.04% Reduced -7.5k -7,531
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 55,34255.3k $2.8m $2.8m 0.00% Added +24.0k +23,952
19 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 54,11654.1k $2.7m $2.7m 0.04% Reduced -107 -107
20 Per Stirling Capital Management, LLC. 0.26% of their portfolio AUSTIN, TX 53,92753.9k $2.7m $2.7m 0.26% New
21 WEALTHSPAN PARTNERS, LLC 0.85% of their portfolio DAVENPORT, IA 53,49253.5k $2.7m $2.7m 0.85% Reduced -4.9k -4,904
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,35850.4k $2.5m $2.5m 0.00% Added +42.3k +42,252
23 Rossby Financial, LCC 0.44% of their portfolio MELBOURNE, FL 47,33547.3k $2.4m $2.4m 0.44% Added +5.7k +5,711
24 Stratos Investment Management, LLC 0.08% of their portfolio BEACHWOOD, OH 45,80045.8k $2.3m $2.3m 0.08% New
25 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 45,63445.6k $2.3m $2.3m 0.02% Added +21.5k +21,480
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 45,33645.3k $2.3m $2.3m 0.00% Added +3.7k +3,680
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,60543.6k $2.2m $2.2m 0.00% Added +25.2k +25,183
28 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 41,22641.2k $2.1m $2.1m 0.01% New
29 Asset Allocation Strategies LLC 0.31% of their portfolio FARMINGTON, MI 40,61440.6k $2.0m $2.0m 0.31% Added +8.0k +8,016
30 Nemes Rush Group LLC 0.16% of their portfolio NOVI, MI 39,13739.1k $2.0m $2.0m 0.16% Reduced -4.9k -4,882
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 38,95339.0k $2.0m $2.0m 0.00% New
32 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 38,70138.7k $1.9m $1.9m 0.01% Added +2.0k +2,042
33 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 37,66337.7k $1.9m $1.9m 0.02% New
34 Root Financial Partners, LLC 0.07% of their portfolio ENCINITAS, CA 37,66337.7k $1.9m $1.9m 0.07% New
35 Dynamic Advisor Solutions LLC 0.05% of their portfolio PHOENIX, AZ 36,67836.7k $1.8m $1.8m 0.05% Added +2.9k +2,905
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,05333.1k $1.7m $1.7m 0.00% Reduced -7.6k -7,600
37 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 32,04432.0k $1.6m $1.6m 0.03% Added +5.1k +5,128
38 Essex Financial Services, Inc. 0.08% of their portfolio ESSEX, CT 31,96732.0k $1.6m $1.6m 0.08% Added +6.3k +6,262
39 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 30,24430.2k $1.5m $1.5m 0.03% Added +7.1k +7,133
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,01024.0k $1.2m $1.2m 0.00% Reduced -2.5k -2,536
41 PCM Encore, LLC 0.20% of their portfolio Aspen, CO 22,62222.6k $1.1m $1.1m 0.20% Added +10.3k +10,334
42 PANORAMIC INVESTMENT ADVISORS, LLC 0.52% of their portfolio DENVER, CO 21,59821.6k $1.1m $1.1m 0.52% Added +2.6k +2,630
43 WNY Asset Management, LLC 0.10% of their portfolio Williamsville, NY 21,47721.5k $1.1m $1.1m 0.10% Added +242 +242
44 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 20,96221.0k $1.1m $1.1m 0.01% Added +1 +1
45 PARSONS CAPITAL MANAGEMENT INC/RI 0.05% of their portfolio PROVIDENCE, RI 20,64420.6k $1.0m $1.0m 0.05% Added +10.9k +10,923
46 MBA Advisors LLC 0.35% of their portfolio HERMITAGE, PA 20,18620.2k $1.0m $1.0m 0.35% Reduced -675 -675
47 ORBA Wealth Advisors, L.L.C. 0.78% of their portfolio CHICAGO, IL 18,22318.2k $916.8k $916.8k 0.78% Added +8.3k +8,325
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,27217.3k $869.0k $869.0k 0.00% Reduced -18.0k -17,983
49 Arete Wealth Advisors, LLC 0.06% of their portfolio CHICAGO, IL 17,09117.1k $859.8k $859.8k 0.06% Added +793 +793
50 FSA Advisors, Inc. 0.37% of their portfolio TROY, MI 16,09716.1k $809.8k $809.8k 0.37% Reduced -2.9k -2,858
51 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,97716.0k $803.8k $803.8k 0.00% Added +7.4k +7,443
52 Gateway Wealth Partners, LLC 0.05% of their portfolio APPLETON, WI 15,61715.6k $785.7k $785.7k 0.05% Reduced -12.8k -12,775
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,25015.2k $767.3k $767.3k 0.00% Added +6.2k +6,216
54 Milestones Private Investment Advisors LLC 0.61% of their portfolio FAIRPORT, NY 15,21215.2k $765.3k $765.3k 0.61% Unchanged
55 Oasis Advisors, LLC 0.49% of their portfolio FOREST CITY, IA 15,12715.1k $761.0k $761.0k 0.49% Reduced -819.7k -819,665
56 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 14,24214.2k $716.5k $716.5k 0.01% New
57 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 14,00514.0k $704.6k $704.6k 0.01% Reduced -2.3k -2,347
58 Financial Solutions Advisory Group, Inc. 0.09% of their portfolio CHICAGO, IL 13,50013.5k $679.0k $679.0k 0.09% Unchanged
59 Quadcap Wealth Management, LLC 0.06% of their portfolio Frisco, TX 13,05413.1k $656.8k $656.8k 0.06% Reduced -4.6k -4,569
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,98013.0k $653.0k $653.0k 0.00% Added +2.3k +2,292
61 GENESIS PRIVATE WEALTH, LLC 0.18% of their portfolio ASHBURN, VA 12,85212.9k $646.6k $646.6k 0.18% Reduced -471 -471
62 New England Private Wealth Advisors LLC 0.06% of their portfolio WELLESLEY, MA 12,78412.8k $639.9k $639.9k 0.06% Added +39 +39
63 Providence Financial Advisors, LLC 0.35% of their portfolio Overland Park, KS 12,12412.1k $610.0k $610.0k 0.35% New
64 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 11,24211.2k $565.6k $565.6k 0.02% New
65 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 11,02511.0k $554.7k $554.7k 0.01% Reduced -1.3k -1,325
66 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 10,30510.3k $518.4k $518.4k 0.02% Added +7.6k +7,625
67 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,7109.7k $488.5k $488.5k 0.01% Added +9.0k +9,010
68 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 9,3419.3k $471.2k $471.2k 0.00% Added +6.2k +6,237
69 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 8,8988.9k $447.7k $447.7k 0.01% Reduced -47.4k -47,417
70 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 8,6458.6k $434.9k $434.9k 0.03% Reduced -75 -75
71 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8,4518.5k $425.2k $425.2k 0.00% Added +302 +302
72 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 7,7517.8k $390.0k $390.0k 0.00% Unchanged
73 Brookwood Investment Group LLC 0.04% of their portfolio PHOENIX, AZ 7,2117.2k $362.8k $362.8k 0.04% Added +944 +944
74 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 7,1007.1k $357.2k $357.2k 0.01% New
75 BridgePort Financial Solutions, LLC 0.09% of their portfolio FAIRFIELD, IA 6,9977.0k $352.0k $352.0k 0.09% Unchanged
76 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 6,8256.8k $343.8k $343.8k 0.00% Added +1.3k +1,312
77 Whitaker-Myers Wealth Managers, LTD. 0.06% of their portfolio Mansfield, OH 6,6276.6k $333.4k $333.4k 0.06% Added +1.7k +1,682
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,6096.6k $333.4k $333.4k 0.00% New
79 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 6,3486.3k $319.3k $319.3k 0.01% New
80 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,2356.2k $313.7k $313.7k 0.00% New
81 HOWARD WEALTH MANAGEMENT, LLC 0.10% of their portfolio Madison, CT 5,6385.6k $283.7k $283.7k 0.10% Added +309 +309
82 DENVER WEALTH MANAGEMENT, INC. 0.08% of their portfolio DENVER, CO 5,5355.5k $278.5k $278.5k 0.08% New
83 Coign Capital Advisors LLC 0.12% of their portfolio Draper, UT 5,3195.3k $267.6k $267.6k 0.12% New
84 Nvest Financial, LLC 0.08% of their portfolio PORTSMOUTH, NH 5,0705.1k $255.1k $255.1k 0.08% Added +39 +39
85 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 4,9254.9k $247.8k $247.8k 0.01% Reduced -50 -50
86 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,8454.8k $243.8k $243.8k 0.01% Reduced -2.3k -2,280
87 Chokshi & Queen Wealth Advisors, Inc 0.11% of their portfolio San Diego, CA 4,8154.8k $242.2k $242.2k 0.11% Added +29 +29
88 Synergy Investment Management, LLC 0.06% of their portfolio ALTAMONTE SPRINGS, FL 4,5884.6k $230.8k $230.8k 0.06% Added +560 +560
89 TITLEIST ASSET MANAGEMENT, LLC 0.01% of their portfolio SAN ANTONIO, TX 4,3934.4k $221.0k $221.0k 0.01% Reduced -672 -672
90 PEOPLES BANK /OH 0.11% of their portfolio MARIETTA, OH 4,3134.3k $217.0k $217.0k 0.11% New
91 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 4,1804.2k $210.3k $210.3k 0.00% New
92 Lakeridge Wealth Management LLC 0.07% of their portfolio MENTOR, OH 3,9774.0k $200.1k $200.1k 0.07% New
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,9003.9k $196.2k $196.2k 0.00% Unchanged
94 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,7343.7k $187.8k $187.8k 0.00% Added +8 +8
95 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,4113.4k $171.6k $171.6k 0.00% Added +224 +224
96 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,5692.6k $129.2k $129.2k 0.00% Unchanged
97 MidFirst Bank 0.01% of their portfolio DENVER, CO 2,2822.3k $114.8k $114.8k 0.01% New
98 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,5041.5k $75.7k $75.7k 0.00% Unchanged
99 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,4991.5k $75.6k $75.6k 0.00% New
100 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,4991.5k $75.4k $75.4k 0.00% New