EVTR · Insider trading · 13F holders · Congress trades
Morgan Stanley ETF Trust (EVTR)
Who is buying and selling EVTR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 54
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EVTR at a glance
- No open-market insider purchases or sales of EVTR were filed in the last 90 days.
- 54 13F filers hold EVTR among their 50 largest positions, worth $646.4M combined. The biggest bets by portfolio weight are Prodigy Asset Management LLC (34.2%), Valley Financial Group, Inc. (13.5%) and Madrid Wealth Management, LLC (8.9%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
- No member of Congress has disclosed a trade in EVTR.
EVTR insider trading
No open-market insider purchases or sales of EVTR were filed in the last 90 days.
Who owns EVTR? Hedge funds and superinvestors
54 13F filers hold EVTR among their 50 largest positions, worth $646.4M combined. The biggest bets by portfolio weight are Prodigy Asset Management LLC (34.2%), Valley Financial Group, Inc. (13.5%) and Madrid Wealth Management, LLC (8.9%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Prodigy Asset Management LLCInstitutional asset manager | 34.2% | $114.7M | 2,380,195 | +4.6% shares | Q3 2026 |
| Provenance Wealth Advisors, LLCWealth manager | 6.8% | $71.4M | 1,408,343 | +0.2% shares | Q2 2026 |
| Alps Advisors IncMutual fund manager | 0.3% | $70.0M | 1,381,250 | +35.8% shares | Q2 2026 |
| Valley Financial Group, Inc.Wealth manager | 13.5% | $27.3M | 538,266 | +3.7% shares | Q2 2026 |
| Retirement Management Systems Inc.Wealth manager | 5.6% | $27.1M | 534,941 | +13.9% shares | Q2 2026 |
| Quadcap Wealth Management, LLCWealth manager | 2.4% | $24.2M | 476,939 | +2.5% shares | Q2 2026 |
| Spire Wealth ManagementWealth manager | 0.7% | $24.0M | 472,603 | -0.0% shares | Q2 2026 |
| Coign Capital Advisors LLCWealth manager | 8.1% | $18.0M | 355,309 | +3.5% shares | Q2 2026 |
| Clear Trail Advisors, LLCWealth manager | 2.4% | $15.5M | 321,239 | +0.8% shares | Q3 2026 |
| Madrid Wealth Management, LLCWealth manager | 8.9% | $14.1M | 291,706 | +5.1% shares | Q3 2026 |
| Asset Allocation Strategies LLCWealth manager | 2.1% | $14.0M | 291,517 | +62.2% shares | Q3 2026 |
| Stevens Capital PartnersWealth manager | 2.3% | $13.5M | 279,428 | +4.9% shares | Q3 2026 |
| Stonehearth Capital Management, LLCWealth manager | 4.5% | $13.3M | 275,593 | -2.3% shares | Q3 2026 |
| Bouvel Investment Partners, LLCWealth manager | 2.8% | $12.0M | 249,642 | -11.1% shares | Q3 2026 |
| Live Oak Investment PartnersWealth manager | 6.4% | $11.8M | 245,477 | +1.2% shares | Q3 2026 |
| Destiny Wealth Partners, LLCWealth manager | 1.6% | $11.6M | 231,605 | -20.1% shares | Q2 2026 |
| Eldridge Investment Advisors, Inc.Wealth manager | 2.1% | $10.5M | 206,082 | +50.3% shares | Q2 2026 |
| Systelligence, LLCMutual fund manager | 1.6% | $9.7M | 192,248 | -6.0% shares | Q2 2026 |
| Pinion Investment Advisors, LLCWealth manager | 1.7% | $8.7M | 172,412 | +13.6% shares | Q2 2026 |
| Balanced Rock Investment Advisors LLCWealth manager | 5.4% | $8.6M | 169,176 | +9.8% shares | Q2 2026 |
| Cravens & Co Advisors, LLCWealth manager | 5.6% | $8.3M | 171,568 | — | Q3 2026 |
| IFS Advisors, LLCWealth manager | 2.0% | $6.6M | 137,663 | — | Q3 2026 |
| Wall Street Financial Group, Inc.Wealth manager | 3.4% | $6.4M | 126,733 | -8.8% shares | Q2 2026 |
| Summit Wealth Group LLC / CoWealth manager | 0.4% | $6.4M | 131,968 | — | Q3 2026 |
| Drive Wealth Management, LLCWealth manager | 1.1% | $6.4M | 124,763 | +12.0% shares | Q2 2026 |
| Victory Financial Group, LLCWealth manager | 0.6% | $6.3M | 131,487 | +3.2% shares | Q3 2026 |
| WNY Asset Management, LLCWealth manager | 0.6% | $6.3M | 124,746 | +29.0% shares | Q2 2026 |
| Stage Harbor Financial, LLCWealth manager | 3.6% | $6.3M | 124,474 | +24.0% shares | Q2 2026 |
| Blueprint Financial Advisors LLCWealth manager | 0.6% | $5.4M | 111,982 | +3.1% shares | Q3 2026 |
| Blueprint Investment Partners LLCInstitutional asset manager | 0.4% | $5.4M | 111,982 | +3.1% shares | Q3 2026 |
The 30 largest of 54 positions, by value. Each manager counts with its latest 13F (Q3 2026: 28, Q2 2026: 26). Screen EVTR in the grand portfolio →
EVTR stock trades by members of Congress
No member of Congress has disclosed a trade in EVTR.
EVTR questions and answers
Are insiders buying EVTR stock?
No open-market insider purchases or sales of EVTR were filed in the last 90 days.
Which hedge funds own EVTR?
54 13F filers hold EVTR among their 50 largest positions, worth $646.4M combined. The biggest bets by portfolio weight are Prodigy Asset Management LLC (34.2%), Valley Financial Group, Inc. (13.5%) and Madrid Wealth Management, LLC (8.9%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
Has Congress traded EVTR?
No member of Congress has disclosed a trade in EVTR.
Who is the largest holder of EVTR?
Among 13F filers, Prodigy Asset Management LLC reports the largest EVTR position, $114.7M (2,380,195 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Prodigy Asset Management LLC's: 34.2% of its portfolio.
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