PHEQ institutional holders
MORGAN STANLEY ETF TR · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 3,468,710 |
| Reported value | $119.9m |
| Quarter flows | 5 new, 4 added, 5 trimmed, 7 exited |
Top 16 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| MORGAN STANLEY | 2,851,047 | $98.6m | 0.0% |
| LPL Financial LLC | 309,167 | $10.7m | 0.0% |
| Wayfinding Financial, LLC | 93,892 | $3.2m | 1.2% |
| SHEETS SMITH WEALTH MANAGEMENT | 54,623 | $1.9m | 0.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,206 | $1.5m | 0.0% |
| OSAIC HOLDINGS, INC. | 26,931 | $931,283 | 0.0% |
| OLD MISSION CAPITAL LLC | 25,050 | $866,008 | 0.0% |
| Integrated Wealth Concepts LLC | 24,164 | $835,378 | 0.0% |
| Savvy Advisors, Inc. | 22,741 | $786,191 | 0.0% |
| BLUEDOOR PRIVATE WEALTH, LLC | 11,715 | $405,002 | 0.2% |
| FIFTH THIRD BANCORP | 1,833 | $63,369 | 0.0% |
| Farther Finance Advisors, LLC | 1,167 | $40,345 | 0.0% |
| Regatta Research & Money Management | 1,078 | $37,262 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 590 | $20,255 | 0.0% |
| Aptus Capital Advisors, LLC | 306 | $10,579 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200 | $6,914 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PHEQ"). PHEQ price history · All 13F data