Security Snapshot
MORGAN STANLEY ETF TRUST - EATON VANCE SHOR (EVSD) Institutional Ownership
CUSIP: 61774R825
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Latest Period
Q1 2026
Institutions Reporting
76
Shares (Excl. Options)
16,918,404
Price
$50.94
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-
Type / Class
-
Equity / EATON VANCE SHOR
-
Symbol
-
EVSD
-
Price per share
-
$51.10
-
All holders as of 31 Mar 2026
-
Q1 2026
-
Total 13F shares
-
16,918,404
-
Total reported value
-
$861,901,180
-
% of total 13F portfolios
-
0%
-
Share change
-
+5,612,930
-
Value change
-
+$285,898,025
-
Number of holders
-
76
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Key facts
- EVSD - MORGAN STANLEY ETF TRUST - EATON VANCE SHOR is tracked under CUSIP 61774R825.
- 76 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 64 to 76 between Q4 2025 and Q1 2026.
- Reported value moved from $582,745,771 to $861,901,180.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Latest holder context comes from 76 institutions filings for Q1 2026.
Open SEC Evidence
Security key
61774R825
Latest holder period
Q1 2026
13F holders
76
13D/G owners
0
CIK / CUSIP context first
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 61774R825:
As of 31 Mar 2026,
76
institutional investors reported holding
16,918,404
shares of
MORGAN STANLEY ETF TRUST - EATON VANCE SHOR (EVSD).
Institutional Holders of MORGAN STANLEY ETF TRUST - EATON VANCE SHOR (EVSD) across Reporting Periods
| Period |
Reported Shares, Excl. Options
|
Value, Excl. Options
|
Value Change
|
Puts Notional Value
|
Calls Notional Value
|
Price (Median)
|
Investors
|
|
2026 Q1
|
16,918,404
|
$861,901,180
|
+$285,898,025
|
|
|
$50.94
|
76
|
|
2025 Q4
|
11,327,813
|
$582,745,771
|
+$125,608,274
|
|
|
$51.44
|
64
|
|
2025 Q3
|
9,735,191
|
$500,578,692
|
+$176,921,652
|
|
|
$51.40
|
51
|
|
2025 Q2
|
6,296,265
|
$321,929,936
|
+$158,049,791
|
|
|
$51.13
|
39
|
|
2025 Q1
|
3,201,324
|
$162,499,991
|
+$77,344,124
|
|
|
$50.76
|
25
|
|
2024 Q4
|
1,681,634
|
$84,872,391
|
+$33,591,909
|
|
|
$50.47
|
22
|
|
2024 Q3
|
1,006,649
|
$51,265,056
|
+$982,655
|
|
|
$50.93
|
21
|
|
2024 Q2
|
987,814
|
$49,187,188
|
+$49,187,188
|
|
|
$49.78
|
19
|