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Morgan Stanley

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
First Command Advisory Services, Inc.
INCREASED
Shares1,655 from 856
Change+799 (+93%)
Value$35.1K (+$14.6K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares199 from 284
Change-85 (-30%)
Value$4.2K (-$2.5K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares25
Change+25
Value$521
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 9,143
Change-9,143 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-26
Whalerock Point Partners, LLC
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
Status
First Command Advisory Services, Inc.
INCREASED1,655856+799+93%$20.5K$35.1K+$14.6K2026-11-05
PNC Financial Services Group, Inc.
DECREASED199284-85-30%$6.7K$4.2K-$2.5K2026-11-06
Ascentis Independent Advisors
NEW25—+25——$521—2026-11-03
Vermillion Wealth Management, Inc.
CLOSED09,143-9,143-100%$215.4K$0-$215.4K2026-10-26
Whalerock Point Partners, LLC
N/A—20,350-20,350-100%$479.4K———
Showing 5 of 5 institutions