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MS Small-Mid Cap Equity ETF (MSSM)

CUSIP: 61769L841 | NYSE | 57 institutional holders

Quarters

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

Fifth Third Bancorp11,310
0.0% of portfolio›$642.7K
Leavell Investment Management, Inc.6,103
0.0% of portfolio›$346.8K
LPL Financial LLC4,533
0.0% of portfolio›$257.6K
UBS Group AG1,855
0.0% of portfolio›$105.4K
FMR LLC330
0.0% of portfolio›$18.8K
Assetmark, Inc308
0.0% of portfolio›$17.5K
Nuveen, LLC158
0.0% of portfolio›$9.0K
Colonial Trust Advisors104
0.0% of portfolio›$5.9K
Signature Resources Capital Management, LLC69
0.0% of portfolio›$3.9K
IFP Advisors, Inc58
0.0% of portfolio›$3.3K
Peterson Wealth Management35
0.0% of portfolio›$2.0K
Elevated Capital Advisors, LLC30
0.0% of portfolio›$1.7K
Sarver Vrooman Wealth Advisors23
0.0% of portfolio›$1.3K
Financial Consulate, Inc21
0.0% of portfolio›$1.2K
Central Trust Co6
0.0% of portfolio›$341
StyleTurnoverLocationFiled
Fifth Third Bancorp
11,310$642.7K0.0%GrowthLowCincinnati, OH2026-11-05
Leavell Investment Management, Inc.
6,103$346.8K0.0%GrowthLowMobile, AL2026-11-09
LPL Financial LLC
4,533$257.6K0.0%IndexVery LowFort Mill, SC2026-11-06
UBS Group AG
1,855$105.4K0.0%CoreMediumZurich, Switzerland2026-11-10
FMR LLC
330$18.8K0.0%GrowthMediumBoston, MA2026-11-10
Assetmark, Inc
308$17.5K0.0%ETFLowConcord, CA2026-10-21
Nuveen, LLC
158$9.0K0.0%CoreLowCharlotte, NC2026-11-10
Colonial Trust Advisors
104$5.9K0.0%CoreVery LowSpartanburg, SC2026-11-10
Signature Resources Capital Management, LLC
69$3.9K0.0%ETFLowNewport Beach, CA2026-10-16
IFP Advisors, Inc
58$3.3K0.0%CoreLowTampa, FL2026-10-16
Peterson Wealth Management
35$2.0K0.0%ETFMediumSparks, NV2026-11-06
Elevated Capital Advisors, LLC
30$1.7K0.0%ETFMediumSandy, UT2026-11-04
Sarver Vrooman Wealth Advisors
23$1.3K0.0%ETFMediumKansas City, MO2026-10-01
Financial Consulate, Inc
21$1.2K0.0%ETFLowHunt Valley, MD2026-10-23
Central Trust Co
6$3410.0%CoreLowJefferson City, MO2026-11-05