MORGAN STANLEY ETF TRUST EATON VANCE ULTR is a security (CUSIP 61774R700) tracked across SEC portfolio filings. 22 institutional managers reported $123.5M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $12.6M via N-PORT as of 2026-04-30.
Showing 15 of 22 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $109.4M | 2,154,485 |
| LPL Financial LLC | FORT MILL, SC | $3.3M | 64,400 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $2.4M | 47,676 |
| CITADEL ADVISORS LLC | MIAMI, FL | $2.3M | 45,537 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $1.7M | 34,276 |
| ROMAN BUTLER FULLERTON & CO | ST LOUIS, MO | $832K | 16,376 |
| Kingsview Wealth Management, LLC | GRANTS PASS, OR | $671K | 13,221 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $668K | 13,158 |
| Mariner, LLC | Overland Park, KS | $617K | 12,150 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $505K | 9,943 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $390K | 7,675 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $227K | 4,482 |
| IFP Advisors, Inc | TAMPA, FL | $189K | 3,723 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $87K | 1,708 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $86K | 1,695 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Core Bond Portfolio | Core Bond Portfolio | $6.6M | 87.80% |
| Short Duration Inflation-Protected Income Fund | Eaton Vance Special Investment Trust | $6.0M | 106.94% |