Morgan Stanley India Invest (IIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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City of London Investment Management Co LTD

INCREASED

Shares1,219,023 from 1,041,724

Change+177,299 (+17%)

Value$26.2M (+$2.4M)

Filed 2026-10-30

Evergreen Capital Management LLC

INCREASED

Shares145,988 from 140,787

Change+5,201 (+4%)

Value$3.1M (-$75.5K)

Filed 2026-10-23

Altium Capital Management LLC

UNCHANGED

Shares79,031 from 79,031

Change0 (0%)

Value$1.7M (-$105.1K)

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

DECREASED

Shares64,142 from 90,022

Change-25,880 (-29%)

Value$1.4M (-$675.9K)

Filed 2026-11-04

Strs Ohio

UNCHANGED

Shares54,716 from 54,716

Change0 (0%)

Value$1.2M (-$72.8K)

Filed 2026-10-30

Financial Solutions Advisory Group, Inc.

INCREASED

Shares19,452 from 19,423

Change+29 (+0%)

Value$424.6K (-$17.4K)

Filed 2026-10-28

GP Brinson Investments LLC

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$386.8K (-$23.9K)

Filed 2026-10-01

Blue Bell Private Wealth Management, LLC

INCREASED

Shares13,312 from 12,667

Change+645 (+5%)

Value$286.1K (-$3.0K)

Filed 2026-10-29

Trust Co of Vermont

UNCHANGED

Shares179 from 179

Change0 (0%)

Value$3.8K (-$238)

Filed 2026-10-21

GHP Investment Advisors, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.1K (-$133)

Filed 2026-10-15

Calamos Advisors LLC

CLOSED

Shares0 from 15,043

Change-15,043 (-100%)

Value$0 (-$343.3K)

Filed 2026-11-02

Samalin Investment Counsel, LLC

CLOSED

Shares0 from 12,134

Change-12,134 (-100%)

Value$0 (-$276.9K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 8,863

Change-8,863 (-100%)

Value$0 (-$202.3K)

Filed 2026-11-02

Saba Capital Management, L.P.A

N/A

Shares— from 782,728

Change-782,728 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 606,913

Change-606,913 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 477,621

Change-477,621 (-100%)

Value—

UBS Group AG

N/A

Shares— from 154,451

Change-154,451 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 99,074

Change-99,074 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 87,630

Change-87,630 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 73,672

Change-73,672 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 70,942

Change-70,942 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 59,097

Change-59,097 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 43,129

Change-43,129 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 38,070

Change-38,070 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 28,060

Change-28,060 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 22,412

Change-22,412 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,615

Change-17,615 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,709

Change-14,709 (-100%)

Value—

Gould Asset Management LLC

N/A

Shares— from 13,624

Change-13,624 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 12,096

Change-12,096 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,164

Change-11,164 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 10,355

Change-10,355 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 10,286

Change-10,286 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 9,199

Change-9,199 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 7,835

Change-7,835 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 6,937

Change-6,937 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,990

Change-3,990 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,770

Change-3,770 (-100%)

Value—

Vanguard National Trust Co

N/A

Shares— from 3,167

Change-3,167 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,908

Change-1,908 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,641

Change-1,641 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 250

Change-250 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 150

Change-150 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 115

Change-115 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 72

Change-72 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 42

Change-42 (-100%)

Value—

	Status
City of London Investment Management Co LTD	INCREASED	1,219,023	1,041,724	+177,299	+17%	$23.8M	$26.2M	+$2.4M	2026-10-30
Evergreen Capital Management LLC	INCREASED	145,988	140,787	+5,201	+4%	$3.2M	$3.1M	-$75.5K	2026-10-23
Altium Capital Management LLC	UNCHANGED	79,031	79,031	0	0%	$1.8M	$1.7M	-$105.1K	2026-11-04
Allspring Global Investments Holdings, LLC	DECREASED	64,142	90,022	-25,880	-29%	$2.1M	$1.4M	-$675.9K	2026-11-04
Strs Ohio	UNCHANGED	54,716	54,716	0	0%	$1.2M	$1.2M	-$72.8K	2026-10-30
Financial Solutions Advisory Group, Inc.	INCREASED	19,452	19,423	+29	+0%	$442.1K	$424.6K	-$17.4K	2026-10-28
GP Brinson Investments LLC	UNCHANGED	18,000	18,000	0	0%	$410.8K	$386.8K	-$23.9K	2026-10-01
Blue Bell Private Wealth Management, LLC	INCREASED	13,312	12,667	+645	+5%	$289.1K	$286.1K	-$3.0K	2026-10-29
Trust Co of Vermont	UNCHANGED	179	179	0	0%	$4.1K	$3.8K	-$238	2026-10-21
GHP Investment Advisors, Inc.	UNCHANGED	100	100	0	0%	$2.3K	$2.1K	-$133	2026-10-15
Calamos Advisors LLC	CLOSED	0	15,043	-15,043	-100%	$343.3K	$0	-$343.3K	2026-11-02
Samalin Investment Counsel, LLC	CLOSED	0	12,134	-12,134	-100%	$276.9K	$0	-$276.9K	2026-10-23
Commonwealth Equity Services, LLC	CLOSED	0	8,863	-8,863	-100%	$202.3K	$0	-$202.3K	2026-11-02
Saba Capital Management, L.P.A	N/A	—	782,728	-782,728	-100%	$17.9M	—	—	—
Lazard Asset Management LLC	N/A	—	606,913	-606,913	-100%	$13.8M	—	—	—
Karpus Management, Inc.	N/A	—	477,621	-477,621	-100%	$10.9M	—	—	—
UBS Group AG	N/A	—	154,451	-154,451	-100%	$3.5M	—	—	—
Morgan Stanley	N/A	—	99,074	-99,074	-100%	$2.3M	—	—	—
Verition Fund Management LLC	N/A	—	87,630	-87,630	-100%	$2.0M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	73,672	-73,672	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	70,942	-70,942	-100%	$1.6M	—	—	—
Cary Street Partners Financial LLC	N/A	—	59,097	-59,097	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	43,129	-43,129	-100%	$984.2K	—	—	—
Royal Bank of Canada	N/A	—	38,070	-38,070	-100%	$869.0K	—	—	—
Bank of Montreal	N/A	—	28,060	-28,060	-100%	$640.3K	—	—	—
1607 Capital Partners, LLC	N/A	—	22,412	-22,412	-100%	$511.4K	—	—	—
XTX Topco Ltd	N/A	—	17,615	-17,615	-100%	$402.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,709	-14,709	-100%	$334.0K	—	—	—
Gould Asset Management LLC	N/A	—	13,624	-13,624	-100%	$310.9K	—	—	—
Maridea Wealth Management LLC	N/A	—	12,096	-12,096	-100%	$276.0K	—	—	—
HRT Financial LP	N/A	—	11,164	-11,164	-100%	$254.0K	—	—	—
Dakota Wealth Management	N/A	—	10,355	-10,355	-100%	$236.3K	—	—	—
North Star Asset Management Inc	N/A	—	10,286	-10,286	-100%	$234.7K	—	—	—
LPL Financial LLC	N/A	—	9,199	-9,199	-100%	$209.9K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	7,835	-7,835	-100%	$178.8K	—	—	—
Ancora Advisors LLCA	N/A	—	6,937	-6,937	-100%	$158.3K	—	—	—
Allworth Financial LP	N/A	—	3,990	-3,990	-100%	$91.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,770	-3,770	-100%	$86.1K	—	—	—
Vanguard National Trust Co	N/A	—	3,167	-3,167	-100%	$72.3K	—	—	—
Wells Fargo & Company	N/A	—	1,908	-1,908	-100%	$43.5K	—	—	—
Arax Advisory Partners	N/A	—	1,641	-1,641	-100%	$37.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	350	-350	-100%	$8.0K	—	—	—
BlackRock, Inc.	N/A	—	250	-250	-100%	$5.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	150	-150	-100%	$3.4K	—	—	—
National Bank of Canada	N/A	—	115	-115	-100%	$2.6K	—	—	—
Hollencrest Capital Management	N/A	—	72	-72	-100%	$1.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	42	-42	-100%	$958	—	—	—

Showing 47 of 47 institutions