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

Q4 2025

Institutions Reporting

64

Shares (Excl. Options)

11,327,813

Price

$51.44

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Type / Class
Equity / EATON VANCE SHOR
Symbol
EVSD
Price per share
$50.94
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,327,813
Total reported value
$582,745,771
% of total 13F portfolios
0%
Share change
+2,441,635
Value change
+$125,608,274
Number of holders
64
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • EVSD - MORGAN STANLEY ETF TRUST - EATON VANCE SHOR is tracked under CUSIP 61774R825.
  • 64 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 64 to 24 between Q4 2025 and Q1 2026.
  • Reported value moved from $582,745,771 to $103,751,077.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 64 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 61774R825?
CUSIP 61774R825 identifies EVSD - MORGAN STANLEY ETF TRUST - EATON VANCE SHOR in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 64 institutional investors reported holding 11,327,813 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 Price (Median) Investors
2026 Q1 2,036,692 $103,751,077 +$40,111,551 $50.94 24
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
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