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Morgan Stanley Emrg MRK DOM (EDD)

CUSIP: 617477104 | US | Financial Services · Asset Management | Small Cap | 372 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Evergreen Capital Management LLC3,572,870
0.3% of portfolio›$19.5M
Kaizen Financial Strategies132,501
0.3% of portfolio›$697.0K
Kestra Private Wealth Services, LLC90,000
0.0% of portfolio›$473.4K
Capital Investment Advisors, LLC74,838
0.0% of portfolio›$393.7K
Kestra Advisory Services, LLC66,155
0.0% of portfolio›$361.9K
New England Private Wealth Advisors LLC64,255
0.0% of portfolio›$338.0K
Advisory Solutions Group, LLC55,667
0.1% of portfolio›$292.8K
Cambridge Investment Research Advisors, Inc.50,694
0.0% of portfolio›$267
Burford Brothers, Inc.48,860
0.1% of portfolio›$257.0K
E&G Advisors, LLC44,750
0.0% of portfolio›$235.4K
Pekin Hardy Strauss, Inc.38,715
0.0% of portfolio›$203.6K
Todd Wealth Management, LLC33,500
0.1% of portfolio›$176.2K
Closed-End Fund Advisors, Inc.28,391
0.2% of portfolio›$149.3K
Eiger Wealth Management, LLC23,510
2.7% of portfolio›$123.7K
Uhlmann Price Securities, LLC17,041
0.0% of portfolio›$89.6K
Opinicus Capital, Inc.10,382
0.0% of portfolio›$54.6K
Pinnacle Wealth Planning Services, Inc.840
0.0% of portfolio›$4.4K
WPG Advisers, LLC425
0.0% of portfolio›$2.2K
Highline Wealth Partners LLC379
0.0% of portfolio›$2.0K
Root Financial Partners, LLC232
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Evergreen Capital Management LLC
3,572,870$19.5M0.3%GARPMediumBellevue, WA2026-10-23
Kaizen Financial Strategies
132,501$697.0K0.3%ETFMediumCampbell, CA2026-10-09
Kestra Private Wealth Services, LLC
90,000$473.4K0.0%GrowthLowAustin, TX2026-10-30
Capital Investment Advisors, LLC
74,838$393.7K0.0%CoreLowAtlanta, GA2026-10-22
Kestra Advisory Services, LLC
66,155$361.9K0.0%CoreLowAustin, TX2026-11-02
New England Private Wealth Advisors LLC
64,255$338.0K0.0%ETFVery LowWellesley, MA2026-10-19
Advisory Solutions Group, LLC
55,667$292.8K0.1%ETFN/APlymouth, MN2026-10-14
Cambridge Investment Research Advisors, Inc.
50,694$2670.0%ETFLowFairfield, IA2026-11-02
Burford Brothers, Inc.
48,860$257.0K0.1%CoreLowDallas, TX2026-10-21
E&G Advisors, LLC
44,750$235.4K0.0%ETFVery LowHouston, TX2026-10-13
Pekin Hardy Strauss, Inc.
38,715$203.6K0.0%ValueMediumChicago, IL2026-11-02
Todd Wealth Management, LLC
33,500$176.2K0.1%GARPVery LowVenice, FL2026-10-19
Closed-End Fund Advisors, Inc.
28,391$149.3K0.2%YieldMediumRichmond, VA2026-11-04
Eiger Wealth Management, LLC
23,510$123.7K2.7%N/AN/ASan Diego, CA2026-11-03
Uhlmann Price Securities, LLC
17,041$89.6K0.0%Agg GrowthLowSkokie, IL2026-11-03
Opinicus Capital, Inc.
10,382$54.6K0.0%GrowthLowTampa, FL2026-10-28
Pinnacle Wealth Planning Services, Inc.
840$4.4K0.0%GARPLowMansfield, OH2026-10-27
WPG Advisers, LLC
425$2.2K0.0%CoreLowBaltimore, MD2026-10-27
Highline Wealth Partners LLC
379$2.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
232$1.2K0.0%ETFMediumEncinitas, CA2026-10-21