IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Morgan Stanley Emrg MRK DOM (EDD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Evergreen Capital Management LLC
INCREASED
Shares3,572,870 from 3,508,478
Change+64,392 (+2%)
Value$19.5M (-$1.9M)
Filed 2026-10-23
Rareview Capital LLC
DECREASED
Shares728,543 from 1,048,147
Change-319,604 (-30%)
Value$3.8M (-$1.5M)
Filed 2026-11-05
Kaizen Financial Strategies
INCREASED
Shares132,501 from 118,616
Change+13,885 (+12%)
Value$697.0K (+$11.4K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares108,345 from 104,250
Change+4,095 (+4%)
Value$569.9K (-$43.1K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares90,000 from 89,729
Change+271 (+0%)
Value$473.4K (-$54.2K)
Filed 2026-10-30
Capital Investment Advisors, LLC
INCREASED
Shares74,838 from 69,808
Change+5,030 (+7%)
Value$393.7K (-$16.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares66,155 from 64,153
Change+2,002 (+3%)
Value$361.9K (-$15.4K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares64,255 from 61,781
Change+2,474 (+4%)
Value$338.0K (-$25.3K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares55,667
Change+55,667
Value$292.8K
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares50,694 from 38,434
Change+12,260 (+32%)
Value$267 (-$225.7K)
Filed 2026-11-02
Burford Brothers, Inc.
UNCHANGED
Shares48,860 from 48,860
Change0 (0%)
Value$257.0K (-$30.3K)
Filed 2026-10-21
E&G Advisors, LLC
UNCHANGED
Shares44,750 from 44,750
Change0 (0%)
Value$235.4K (-$27.7K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares38,715 from 38,715
Change0 (0%)
Value$203.6K (-$24.0K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares38,207 from 29,423
Change+8,784 (+30%)
Value$201.0K (+$28.0K)
Filed 2026-11-05
Todd Wealth Management, LLC
UNCHANGED
Shares33,500 from 33,500
Change0 (0%)
Value$176.2K (-$20.8K)
Filed 2026-10-19
Closed-End Fund Advisors, Inc.
DECREASED
Shares28,391 from 47,505
Change-19,114 (-40%)
Value$149.3K (-$130.0K)
Filed 2026-11-04
Eiger Wealth Management, LLC
UNCHANGED
Shares23,510 from 23,510
Change0 (0%)
Value$123.7K (-$14.6K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares22,589 from 18,023
Change+4,566 (+25%)
Value$118.8K (+$12.8K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
DECREASED
Shares17,041 from 23,161
Change-6,120 (-26%)
Value$89.6K (-$46.6K)
Filed 2026-11-03
Opinicus Capital, Inc.
INCREASED
Shares10,382 from 10,301
Change+81 (+1%)
Value$54.6K (-$6.0K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$52.6K (-$6.2K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares840 from 1,929
Change-1,089 (-56%)
Value$4.4K (-$6.9K)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares425 from 857
Change-432 (-50%)
Value$2.2K (-$2.8K)
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$2.0K (-$235)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares232
Change+232
Value$1.2K
Filed 2026-10-21
Imc-Chicago, LLC
CLOSED
Shares0 from 80,605
Change-80,605 (-100%)
Value$0 (-$474.0K)
Filed 2026-11-05
Alexander Randolph Advisory, Inc.
CLOSED
Shares0 from 57,370
Change-57,370 (-100%)
Value$0 (-$337.3K)
Filed 2026-11-04
Noble Wealth Management PBC
CLOSED
Shares0 from 17,000
Change-17,000 (-100%)
Value$0 (-$100.0K)
Filed 2026-10-01
Pathstone Holdings, LLC
N/A
Shares— from 3,566,538
Change-3,566,538 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,190,806
Change-3,190,806 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,295,245
Change-2,295,245 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,139,652
Change-2,139,652 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,746,984
Change-1,746,984 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,318,162
Change-1,318,162 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 516,162
Change-516,162 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 505,073
Change-505,073 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 504,800
Change-504,800 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 259,740
Change-259,740 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 254,694
Change-254,694 (-100%)
Value—
UBS Group AG
N/A
Shares— from 224,384
Change-224,384 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 209,107
Change-209,107 (-100%)
Value—
&partners
N/A
Shares— from 207,214
Change-207,214 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 185,989
Change-185,989 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 141,666
Change-141,666 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 120,476
Change-120,476 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 65,254
Change-65,254 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 54,486
Change-54,486 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,277
Change-36,277 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,842
Change-32,842 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 20,451
Change-20,451 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,569
Change-18,569 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,359
Change-18,359 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,542
Change-17,542 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,214
Change-16,214 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 16,083
Change-16,083 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,544
Change-15,544 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,075
Change-15,075 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 10,148
Change-10,148 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 836
Change-836 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 739
Change-739 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 700
Change-700 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 501
Change-501 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 103
Change-103 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 101
Change-101 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 32
Change-32 (-100%)
Value—
Status
Evergreen Capital Management LLC
INCREASED3,572,8703,508,478+64,392+2%$21.5M$19.5M-$1.9M2026-10-23
Rareview Capital LLC
DECREASED728,5431,048,147-319,604-30%$5.4M$3.8M-$1.5M2026-11-05
Kaizen Financial Strategies
INCREASED132,501118,616+13,885+12%$685.6K$697.0K+$11.4K2026-10-09
Nations Financial Group Inc,
INCREASED108,345104,250+4,095+4%$613.0K$569.9K-$43.1K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED90,00089,729+271+0%$527.6K$473.4K-$54.2K2026-10-30
Capital Investment Advisors, LLC
INCREASED74,83869,808+5,030+7%$410.5K$393.7K-$16.8K2026-10-22
Kestra Advisory Services, LLC
INCREASED66,15564,153+2,002+3%$377.2K$361.9K-$15.4K2026-11-02
New England Private Wealth Advisors LLC
INCREASED64,25561,781+2,474+4%$363.3K$338.0K-$25.3K2026-10-19
Advisory Solutions Group, LLC
NEW55,667—+55,667——$292.8K—2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED50,69438,434+12,260+32%$226.0K$267-$225.7K2026-11-02
Burford Brothers, Inc.
UNCHANGED48,86048,86000%$287.3K$257.0K-$30.3K2026-10-21
E&G Advisors, LLC
UNCHANGED44,75044,75000%$263.1K$235.4K-$27.7K2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED38,71538,71500%$227.6K$203.6K-$24.0K2026-11-02
Fifth Third Bancorp
INCREASED38,20729,423+8,784+30%$173.0K$201.0K+$28.0K2026-11-05
Todd Wealth Management, LLC
UNCHANGED33,50033,50000%$197.0K$176.2K-$20.8K2026-10-19
Closed-End Fund Advisors, Inc.
DECREASED28,39147,505-19,114-40%$279.3K$149.3K-$130.0K2026-11-04
Eiger Wealth Management, LLC
UNCHANGED23,51023,51000%$138.2K$123.7K-$14.6K2026-11-03
US Bancorp \de\
INCREASED22,58918,023+4,566+25%$106.0K$118.8K+$12.8K2026-11-05
Uhlmann Price Securities, LLC
DECREASED17,04123,161-6,120-26%$136.2K$89.6K-$46.6K2026-11-03
Opinicus Capital, Inc.
INCREASED10,38210,301+81+1%$60.6K$54.6K-$6.0K2026-10-28
Joel Isaacson & Co., LLC
UNCHANGED10,00010,00000%$58.8K$52.6K-$6.2K2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED8401,929-1,089-56%$11.3K$4.4K-$6.9K2026-10-27
WPG Advisers, LLC
DECREASED425857-432-50%$5.0K$2.2K-$2.8K2026-10-27
Highline Wealth Partners LLC
UNCHANGED37937900%$2.2K$2.0K-$2352026-10-19
Root Financial Partners, LLC
NEW232—+232——$1.2K—2026-10-21
Imc-Chicago, LLC
CLOSED080,605-80,605-100%$474.0K$0-$474.0K2026-11-05
Alexander Randolph Advisory, Inc.
CLOSED057,370-57,370-100%$337.3K$0-$337.3K2026-11-04
Noble Wealth Management PBC
CLOSED017,000-17,000-100%$100.0K$0-$100.0K2026-10-01
Pathstone Holdings, LLC
N/A—3,566,538-3,566,538-100%$21.0M———
Morgan Stanley
N/A—3,190,806-3,190,806-100%$18.8M———
Beacon Pointe Advisors, LLC
N/A—2,295,245-2,295,245-100%$13.5M———
Wells Fargo & Company
N/A—2,139,652-2,139,652-100%$12.6M———
Bank of America Corp
N/A—1,746,984-1,746,984-100%$10.3M———
Invesco Ltd.
N/A—1,318,162-1,318,162-100%$7.8M———
Raymond James Financial Inc
N/A—516,162-516,162-100%$3.0M———
Fiera Capital Corp
N/A—505,073-505,073-100%$3.0M———
PenderFund Capital Management Ltd.
N/A—504,800-504,800-100%$3.0M———
LPL Financial LLC
N/A—259,740-259,740-100%$1.5M———
HighTower Advisors, LLC
N/A—254,694-254,694-100%$1.5M———
UBS Group AG
N/A—224,384-224,384-100%$1.3M———
Cetera Investment Advisers
N/A—209,107-209,107-100%$1.2M———
&partners
N/A—207,214-207,214-100%$1.2M———
Royal Bank of Canada
N/A—185,989-185,989-100%$1.1M———
Bramshill Investments, LLC
N/A—141,666-141,666-100%$833.0K———
Guggenheim Capital LLC
N/A—120,476-120,476-100%$708.4K———
Ancora Advisors LLCA
N/A—65,254-65,254-100%$383.7K———
Moors & Cabot, Inc.
N/A—54,486-54,486-100%$320.4K———
Osaic Holdings, Inc.
N/A—36,277-36,277-100%$213.3K———
Readystate Asset Management LP
N/A—32,914-32,914-100%$193.5K———
Rockefeller Capital Management L.P.
N/A—32,842-32,842-100%$193.1K———
Papamarkou Wellner Asset Management inc.
N/A—21,500-21,500-100%$126.4K———
McGowan Group Asset Management, Inc.
N/A—20,451-20,451-100%$120.3K———
Stratos Wealth Partners, Ltd.
N/A—18,569-18,569-100%$109.2K———
Susquehanna International Group, LLP
N/A—18,359-18,359-100%$108.0K———
NewEdge Advisors, LLC
N/A—17,542-17,542-100%$103.1K———
Two Sigma Securities, LLC
N/A—17,215-17,215-100%$101.2K———
Coldstream Capital Management Inc
N/A—16,214-16,214-100%$95.3K———
Alpine Global Management, LLC
N/A—16,083-16,083-100%$94.6K———
Citadel Advisors LLC
N/A—15,544-15,544-100%$91.4K———
Private Advisor Group, LLC
N/A—15,075-15,075-100%$88.6K———
Harbor Advisory Corp
N/A—15,000-15,000-100%$88.2K———
Virtu Financial LLC
N/A—14,474-14,474-100%$85.0K———
Bank of Montreal
N/A—12,000-12,000-100%$63.8K———
JTC Employer Solutions Trustee Ltd
N/A—10,148-10,148-100%$59———
Global Retirement Partners, LLC
N/A—5,549-5,549-100%$32.6K———
Steward Partners Investment Advisory, LLC
N/A—2,270-2,270-100%$13.3K———
Northwestern Mutual Wealth Management Co
N/A—2,260-2,260-100%$13.3K———
Osbon Capital Management LLC
N/A—1,709-1,709-100%$10.0K———
Hurricane Capital Advisors LLC
N/A—1,500-1,500-100%$8.8K———
N.E.W. Advisory Services LLC
N/A—1,000-1,000-100%$5.9K———
Harbour Investments, Inc.
N/A—836-836-100%$4.9K———
Thomas J. Herzfeld Advisors, Inc.
N/A—739-739-100%$4.3K———
Atlantic Union Bankshares Corp
N/A—700-700-100%$4.1K———
Whittier Trust Co of Nevada Inc
N/A—501-501-100%$2.9K———
JPMorgan Chase & Co
N/A—103-103-100%$620———
Allworth Financial LP
N/A—101-101-100%$594———
Whittier Trust Co
N/A—32-32-100%$186———
Showing 77 of 77 institutions