M/S Managed Risk ETF (MSMR)

CUSIP: 26922B774 | NYSE | 35 institutional holders

Institutional Holders — Q3 2026

Sort by

0.9% of portfolio$10.6M

0.8% of portfolio$8.1M

0.0% of portfolio$5.4M

0.7% of portfolio$2.2M

0.0% of portfolio$225.0K

0.0% of portfolio$5.8K

0.0% of portfolio$1.5K

				Style	Turnover	Location	Filed
Accurate Wealth Management, LLC	304,867	$10.6M	0.9%	Core	Medium	Wesley Chapel, FL	2026-10-20
United Advisor Group, LLC	234,968	$8.1M	0.8%	ETF	Low	Cincinnati, OH	2026-11-03
Cambridge Investment Research Advisors, Inc.	156,372	$5.4M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Heritage OAK Wealth Advisors LLC	64,556	$2.2M	0.7%	Value	High	Santa Rosa Beach, FL	2026-10-14
Kingswood Wealth Advisors, LLC	6,556	$225.0K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Compass Financial Management LLC	170	$5.8K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Signaturefd, LLC	43	$1.5K	0.0%	Index	Low	Atlanta, GA	2026-10-23