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Morgan Stanley Emrg MKT Debt (MSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Shaker Financial Services, LLC
DECREASED
Shares373,948 from 428,074
Change-54,126 (-13%)
Value$2.6M (-$614.5K)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares355,059 from 342,818
Change+12,241 (+4%)
Value$2.4M (-$109.5K)
Filed 2026-11-06
Rareview Capital LLC
INCREASED
Shares341,773 from 312,755
Change+29,018 (+9%)
Value$2.3M (-$114.0K)
Filed 2026-11-05
Hourglass Capital, LLC
INCREASED
Shares192,500 from 191,500
Change+1,000 (+1%)
Value$1.3M (-$100.5K)
Filed 2026-10-26
Fiera Capital Corp
UNCHANGED
Shares164,723 from 164,723
Change0 (0%)
Value$1.1M (-$92.2K)
Filed 2026-11-06
Calamos Advisors LLC
INCREASED
Shares124,214 from 95,072
Change+29,142 (+31%)
Value$837.2K (+$143.2K)
Filed 2026-11-02
Wealthstar Advisors, LLC
INCREASED
Shares97,162 from 87,993
Change+9,169 (+10%)
Value$654.9K (+$12.5K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares84,185 from 107,930
Change-23,745 (-22%)
Value$567.4K (-$220.5K)
Filed 2026-11-02
Wolverine Asset Management LLC
INCREASED
Shares69,772 from 39,441
Change+30,331 (+77%)
Value$470.3K (+$182.3K)
Filed 2026-11-02
Smith Asset Management Co., LLC
DECREASED
Shares68,360 from 71,002
Change-2,642 (-4%)
Value$460.7K (-$57.6K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
UNCHANGED
Shares58,055 from 58,055
Change0 (0%)
Value$391.3K (-$32.5K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares51,253 from 49,899
Change+1,354 (+3%)
Value$345.4K (-$18.8K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares31,313 from 35,253
Change-3,940 (-11%)
Value$211.0K (-$46.3K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
INCREASED
Shares22,405 from 21,958
Change+447 (+2%)
Value$151.0K (-$9.3K)
Filed 2026-11-03
Cullen T Bankers, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$134.8K (-$11.2K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
DECREASED
Shares18,431 from 24,257
Change-5,826 (-24%)
Value$124.2K (-$52.9K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares17,413 from 14,232
Change+3,181 (+22%)
Value$117.4K (+$13.5K)
Filed 2026-11-04
Whipplewood Advisors, LLC
DECREASED
Shares17,015 from 69,383
Change-52,368 (-75%)
Value$114.7K (-$391.8K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED
Shares16,478 from 16,478
Change0 (0%)
Value$111.1K (-$9.2K)
Filed 2026-10-13
Moneco Advisors, LLC
UNCHANGED
Shares14,544 from 14,544
Change0 (0%)
Value$98.0K (-$8.1K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares4,736 from 4,654
Change+82 (+2%)
Value$31.9K (-$2.1K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$31.0K (-$2.6K)
Filed 2026-10-01
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.4K (-$280)
Filed 2026-10-19
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 1,320
Change-1,320 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$417)
Filed 2026-11-06
Pathstone Holdings, LLC
N/A
Shares— from 1,045,009
Change-1,045,009 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 518,310
Change-518,310 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 391,027
Change-391,027 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 297,003
Change-297,003 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 287,914
Change-287,914 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 286,970
Change-286,970 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 274,039
Change-274,039 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 248,166
Change-248,166 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 220,699
Change-220,699 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 128,430
Change-128,430 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 95,050
Change-95,050 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 92,986
Change-92,986 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 85,048
Change-85,048 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 82,702
Change-82,702 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,847
Change-78,847 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 66,245
Change-66,245 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 60,941
Change-60,941 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 40,550
Change-40,550 (-100%)
Value—
&partners
N/A
Shares— from 37,377
Change-37,377 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 24,223
Change-24,223 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 23,751
Change-23,751 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,290
Change-23,290 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,616
Change-21,616 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,382
Change-20,382 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,799
Change-17,799 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 16,759
Change-16,759 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,775
Change-14,775 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Status
Shaker Financial Services, LLC
DECREASED373,948428,074-54,126-13%$3.2M$2.6M-$614.5K2026-10-14
LPL Financial LLC
INCREASED355,059342,818+12,241+4%$2.5M$2.4M-$109.5K2026-11-06
Rareview Capital LLC
INCREASED341,773312,755+29,018+9%$2.4M$2.3M-$114.0K2026-11-05
Hourglass Capital, LLC
INCREASED192,500191,500+1,000+1%$1.4M$1.3M-$100.5K2026-10-26
Fiera Capital Corp
UNCHANGED164,723164,72300%$1.2M$1.1M-$92.2K2026-11-06
Calamos Advisors LLC
INCREASED124,21495,072+29,142+31%$694.0K$837.2K+$143.2K2026-11-02
Wealthstar Advisors, LLC
INCREASED97,16287,993+9,169+10%$642.4K$654.9K+$12.5K2026-10-19
Commonwealth Equity Services, LLC
DECREASED84,185107,930-23,745-22%$787.9K$567.4K-$220.5K2026-11-02
Wolverine Asset Management LLC
INCREASED69,77239,441+30,331+77%$287.9K$470.3K+$182.3K2026-11-02
Smith Asset Management Co., LLC
DECREASED68,36071,002-2,642-4%$518.3K$460.7K-$57.6K2026-10-16
Valeo Financial Advisors, LLC
UNCHANGED58,05558,05500%$423.8K$391.3K-$32.5K2026-10-08
Dynamic Advisor Solutions LLC
INCREASED51,25349,899+1,354+3%$364.3K$345.4K-$18.8K2026-10-13
Independent Financial Group, LLC
DECREASED31,31335,253-3,940-11%$257.3K$211.0K-$46.3K2026-10-13
Uhlmann Price Securities, LLC
INCREASED22,40521,958+447+2%$160.3K$151.0K-$9.3K2026-11-03
Cullen T Bankers, Inc.
UNCHANGED20,00020,00000%$146.0K$134.8K-$11.2K2026-10-28
Quad-Cities Investment Group, LLC
DECREASED18,43124,257-5,826-24%$177.1K$124.2K-$52.9K2026-10-16
Csenge Advisory Group
INCREASED17,41314,232+3,181+22%$103.9K$117.4K+$13.5K2026-11-04
Whipplewood Advisors, LLC
DECREASED17,01569,383-52,368-75%$506.5K$114.7K-$391.8K2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED16,47816,47800%$120.3K$111.1K-$9.2K2026-10-13
Moneco Advisors, LLC
UNCHANGED14,54414,54400%$106.2K$98.0K-$8.1K2026-11-05
Fifth Third Bancorp
INCREASED4,7364,654+82+2%$34.0K$31.9K-$2.1K2026-11-05
Noble Wealth Management PBC
UNCHANGED4,6004,60000%$33.6K$31.0K-$2.6K2026-10-01
Highline Wealth Partners LLC
UNCHANGED50050000%$3.7K$3.4K-$2802026-10-19
JFS Wealth Advisors, LLC
CLOSED01,320-1,320-100%$9.8K$0-$9.8K2026-11-03
International Assets Investment Management, LLC
CLOSED0338-338-100%$2.5K$0-$2.5K2026-11-02
Institute for Wealth Management, Llc.
CLOSED057-57-100%$417$0-$4172026-11-06
Pathstone Holdings, LLC
N/A—1,045,009-1,045,009-100%$7.6M———
Osaic Holdings, Inc.
N/A—518,310-518,310-100%$3.8M———
Royal Bank of Canada
N/A—391,027-391,027-100%$2.9M———
Everstar Asset Management, LLC
N/A—297,003-297,003-100%$2.2M———
Morgan Stanley
N/A—287,914-287,914-100%$2.1M———
Wells Fargo & Company
N/A—286,970-286,970-100%$2.1M———
Ameriprise Financial Inc
N/A—274,039-274,039-100%$2.0M———
Invesco Ltd.
N/A—248,166-248,166-100%$1.8M———
Bank of America Corp
N/A—220,699-220,699-100%$1.6M———
Envestnet Asset Management Inc
N/A—128,430-128,430-100%$937.5K———
Comprehensive Money Management Services LLC
N/A—95,050-95,050-100%$693.9K———
Kovack Advisors, Inc.
N/A—92,986-92,986-100%$676.9K———
Bramshill Investments, LLC
N/A—85,048-85,048-100%$620.9K———
Landscape Capital Management, L.L.C.
N/A—82,702-82,702-100%$603.7K———
Stifel Financial Corp
N/A—78,847-78,847-100%$575.6K———
Capital Analysts, LLC
N/A—66,245-66,245-100%$481.0K———
Raymond James Financial Inc
N/A—60,941-60,941-100%$444.9K———
IHT Wealth Management, LLC
N/A—40,550-40,550-100%$296.0K———
&partners
N/A—37,377-37,377-100%$272.9K———
Logan Stone Capital, LLC
N/A—24,223-24,223-100%$176.8K———
Marex Group Ltd
N/A—23,751-23,751-100%$173.4K———
Susquehanna International Group, LLP
N/A—23,290-23,290-100%$170.0K———
Cetera Investment Advisers
N/A—21,616-21,616-100%$157.8K———
XTX Topco Ltd
N/A—20,382-20,382-100%$148.8K———
Jones Financial Companies Lllp
N/A—17,799-17,799-100%$131.4K———
Virtu Financial LLC
N/A—16,759-16,759-100%$122.0K———
Rockefeller Capital Management L.P.
N/A—14,775-14,775-100%$107.9K———
Smith, Moore & Co.
N/A—13,000-13,000-100%$94.9K———
Evolve Private Wealth, LLC
N/A—12,848-12,848-100%$95.7K———
Alongside, LLC
N/A—11,153-11,153-100%$81.4K———
49 Wealth Management, LLC
N/A—11,153-11,153-100%$81.4K———
Rathbones Group PLC
N/A—10,000-10,000-100%$73.0K———
UBS Group AG
N/A—8,885-8,885-100%$64.9K———
IFG Advisory, LLC
N/A—3,655-3,655-100%$26.7K———
Northwestern Mutual Wealth Management Co
N/A—3,000-3,000-100%$21.9K———
JTC Employer Solutions Trustee Ltd
N/A—2,100-2,100-100%$15———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,412-1,412-100%$10.3K———
Osbon Capital Management LLC
N/A—1,024-1,024-100%$7.5K———
Showing 64 of 64 institutions