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MS Small-Mid Cap Equity ETF (MSSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fifth Third Bancorp
DECREASED
Shares11,310 from 12,109
Change-799 (-7%)
Value$642.7K (-$107.6K)
Filed 2026-11-05
Leavell Investment Management, Inc.
INCREASED
Shares6,103 from 6,054
Change+49 (+1%)
Value$346.8K (-$28.3K)
Filed 2026-11-09
LPL Financial LLC
NEW
Shares4,533
Change+4,533
Value$257.6K
Filed 2026-11-06
UBS Group AG
INCREASED
Shares1,855 from 62
Change+1,793 (+2892%)
Value$105.4K (+$101.6K)
Filed 2026-11-10
FMR LLC
NEW
Shares330
Change+330
Value$18.8K
Filed 2026-11-10
Assetmark, Inc
INCREASED
Shares308 from 14
Change+294 (+2100%)
Value$17.5K (+$16.6K)
Filed 2026-10-21
Nuveen, LLC
NEW
Shares158
Change+158
Value$9.0K
Filed 2026-11-10
Colonial Trust Advisors
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$5.9K (-$534)
Filed 2026-11-10
Signature Resources Capital Management, LLC
NEW
Shares69
Change+69
Value$3.9K
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.3K (-$298)
Filed 2026-10-16
Peterson Wealth Management
NEW
Shares35
Change+35
Value$2.0K
Filed 2026-11-06
Elevated Capital Advisors, LLC
NEW
Shares30
Change+30
Value$1.7K
Filed 2026-11-04
Sarver Vrooman Wealth Advisors
DECREASED
Shares23 from 24
Change-1 (-4%)
Value$1.3K (-$171)
Filed 2026-10-01
Financial Consulate, Inc
NEW
Shares21
Change+21
Value$1.2K
Filed 2026-10-23
Central Trust Co
NEW
Shares6
Change+6
Value$341
Filed 2026-11-05
StoneX Group Inc.
CLOSED
Shares0 from 4,338
Change-4,338 (-100%)
Value$0 (-$259.9K)
Filed 2026-11-03
Creative Financial Designs Inc
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$682)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 8,432,674
Change-8,432,674 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,463
Change-23,463 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,321
Change-17,321 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 554
Change-554 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 243
Change-243 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 189
Change-189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29
Change-29 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Fifth Third Bancorp
DECREASED11,31012,109-799-7%$750.2K$642.7K-$107.6K2026-11-05
Leavell Investment Management, Inc.
INCREASED6,1036,054+49+1%$375.1K$346.8K-$28.3K2026-11-09
LPL Financial LLC
NEW4,533—+4,533——$257.6K—2026-11-06
UBS Group AG
INCREASED1,85562+1,793+2892%$3.8K$105.4K+$101.6K2026-11-10
FMR LLC
NEW330—+330——$18.8K—2026-11-10
Assetmark, Inc
INCREASED30814+294+2100%$867$17.5K+$16.6K2026-10-21
Nuveen, LLC
NEW158—+158——$9.0K—2026-11-10
Colonial Trust Advisors
UNCHANGED10410400%$6.4K$5.9K-$5342026-11-10
Signature Resources Capital Management, LLC
NEW69—+69——$3.9K—2026-10-16
IFP Advisors, Inc
UNCHANGED585800%$3.6K$3.3K-$2982026-10-16
Peterson Wealth Management
NEW35—+35——$2.0K—2026-11-06
Elevated Capital Advisors, LLC
NEW30—+30——$1.7K—2026-11-04
Sarver Vrooman Wealth Advisors
DECREASED2324-1-4%$1.5K$1.3K-$1712026-10-01
Financial Consulate, Inc
NEW21—+21——$1.2K—2026-10-23
Central Trust Co
NEW6—+6——$341—2026-11-05
StoneX Group Inc.
CLOSED04,338-4,338-100%$259.9K$0-$259.9K2026-11-03
Creative Financial Designs Inc
CLOSED048-48-100%$3.0K$0-$3.0K2026-11-04
Buck Wealth Strategies, LLC
CLOSED011-11-100%$682$0-$6822026-10-28
Morgan Stanley
N/A—8,432,674-8,432,674-100%$522.5M———
Susquehanna International Group, LLP
N/A—23,463-23,463-100%$1.5M———
Citadel Advisors LLC
N/A—17,321-17,321-100%$1.1M———
Wells Fargo & Company
N/A—554-554-100%$34.3K———
Steward Partners Investment Advisory, LLC
N/A—481-481-100%$29.8K———
Northwestern Mutual Wealth Management Co
N/A—243-243-100%$15.1K———
NewEdge Advisors, LLC
N/A—227-227-100%$14.1K———
Vanguard Advisers Inc
N/A—189-189-100%$11.7K———
Osaic Holdings, Inc.
N/A—88-88-100%$5.5K———
Royal Bank of Canada
N/A—29-29-100%$2.0K———
Aventura Private Wealth, LLC
N/A—18-18-100%$1.1K———
Showing 29 of 29 institutions