Vault-13

MORGAN STANLEY ETF TRUST EVIM

EATON VANCE INTE · ETP · CUSIP 61774R882

16 institutional holders +7 vs Q1 2025
2,580,1892.6m shares reported held*
$132.6mreported value*
6 new 5 added 3 reduced 0 sold out net bought ≈ $50.0m (+974.1k 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 ≈ $51.41.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01020Q4 23: 3Q1 24: 2Q2 24: 3Q3 24: 5Q4 24: 9Q1 25: 9Q2 25: 1616Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 20233
Q1 20242
Q2 20243
Q3 20245
Q4 20249
Q1 20259
Q2 202516

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 24: 1 bought or addedQ1 24: 1 cut or sold outQ1 24Q2 24: 1 bought or addedQ2 24: 1 cut or sold outQ2 24Q3 24: 4 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 6 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 11 bought or addedQ2 25: 3 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 202411
Q2 202411
Q3 202441
Q4 202462
Q1 202572
Q2 2025113

Biggest buyers

&PARTNERS Added +318,379+318.4k
ENVESTNET ASSET MANAGEMENT INC Added +310,114+310.1k
MORGAN STANLEY Added +227,144+227.1k
JANE STREET GROUP, LLC New +74,328+74.3k
Coign Capital Advisors LLC Added +17,222+17.2k
MERCER GLOBAL ADVISORS INC /ADV New +12,611+12.6k
Benchmark Wealth Management, LLC New +6,306+6.3k
CITADEL ADVISORS LLC New +4,995+5.0k
Landmark Wealth Management, LLC New +4,562+4.6k
COMERICA BANK New +1,090+1.1k

Biggest sellers

Janney Montgomery Scott LLC Reduced -2,548-2.5k
UBS Group AG Reduced -157-157
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -84-84

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 &PARTNERS 0.36% of their portfolio NASHVILLE, TN 897,778897.8k $46.3m $46.3m 0.36% Added +318.4k +318,379
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 895,766895.8k $46.0m $46.0m 0.01% Added +310.1k +310,114
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 638,233638.2k $32.8m $32.8m 0.00% Added +227.1k +227,144
4 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 74,32874.3k $3.8m $3.8m 0.01% New
5 Coign Capital Advisors LLC 1.26% of their portfolio Draper, UT 36,11736.1k $1.9m $1.9m 1.26% Added +17.2k +17,222
6 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 12,61112.6k $647.5k $647.5k 0.00% New
7 Benchmark Wealth Management, LLC 0.14% of their portfolio OLD LYME, CT 6,3066.3k $323.7k $323.7k 0.14% New
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,9955.0k $256.4k $256.4k 0.00% New
9 Landmark Wealth Management, LLC 0.10% of their portfolio MELVILLE, NY 4,5624.6k $234.0k $234.0k 0.10% New
10 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,1994.2k $216.0k $216.0k 0.00% Reduced -2.5k -2,548
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,8042.8k $144.0k $144.0k 0.01% Reduced -84 -84
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1431.1k $58.7k $58.7k 0.00% Reduced -157 -157
13 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0901.1k $56.0k $56.0k 0.00% New
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 207207 $10.6k $10.6k 0.00% Added +107 +107
15 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5050 $2.6k $2.6k 0.00% First filing
16 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged