MS Large Cap Equity ETF (MSLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Fifth Third Bancorp

DECREASED

Shares54,823 from 57,512

Change-2,689 (-5%)

Value$3.3M (-$87.1K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares33,835 from 19,659

Change+14,176 (+72%)

Value$2.0M (+$875.8K)

Filed 2026-11-06

Leavell Investment Management, Inc.

INCREASED

Shares15,327 from 15,043

Change+284 (+2%)

Value$919.5K (+$36.4K)

Filed 2026-11-09

B. Riley Wealth Advisors, Inc.

INCREASED

Shares5,683 from 4,520

Change+1,163 (+26%)

Value$340.9K (+$77.0K)

Filed 2026-10-13

HB Wealth Management, LLC

DECREASED

Shares4,516 from 5,398

Change-882 (-16%)

Value$270.9K (-$45.9K)

Filed 2026-10-23

Wedmont Private Capital

UNCHANGED

Shares3,377 from 3,377

Change0 (0%)

Value$205.3K (+$4.5K)

Filed 2026-10-09

Assetmark, Inc

INCREASED

Shares1,716 from 314

Change+1,402 (+447%)

Value$102.9K (+$84.5K)

Filed 2026-10-21

Geneos Wealth Management Inc.

UNCHANGED

Shares1,089 from 1,089

Change0 (0%)

Value$65.3K (+$1.4K)

Filed 2026-11-09

Trust Co of Vermont

UNCHANGED

Shares507 from 507

Change0 (0%)

Value$30.4K (+$654)

Filed 2026-10-21

Signature Resources Capital Management, LLC

NEW

Shares404

Change+404

Value$24.2K

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares294 from 294

Change0 (0%)

Value$17.6K (+$379)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares283 from 283

Change0 (0%)

Value$17.0K (+$365)

Filed 2026-10-16

Peterson Wealth Management

NEW

Shares222

Change+222

Value$13.3K

Filed 2026-11-06

Elevated Capital Advisors, LLC

NEW

Shares169

Change+169

Value$10.1K

Filed 2026-11-04

Financial Consulate, Inc

NEW

Shares106

Change+106

Value$6.4K

Filed 2026-10-23

Sarver Vrooman Wealth Advisors

DECREASED

Shares78 from 79

Change-1 (-1%)

Value$4.7K (-$1)

Filed 2026-10-01

Central Trust Co

NEW

Shares30

Change+30

Value$1.8K

Filed 2026-11-05

Western Wealth Management, LLC

CLOSED

Shares0 from 5,939

Change-5,939 (-100%)

Value$0 (-$348.6K)

Filed 2026-11-09

Savant Capital, LLC

CLOSED

Shares0 from 5,468

Change-5,468 (-100%)

Value$0 (-$302.2K)

Filed 2026-11-06

StoneX Group Inc.

CLOSED

Shares0 from 5,197

Change-5,197 (-100%)

Value$0 (-$303.6K)

Filed 2026-11-03

Buck Wealth Strategies, LLC

CLOSED

Shares0 from 49

Change-49 (-100%)

Value$0 (-$2.9K)

Filed 2026-10-28

Morgan Stanley

N/A

Shares— from 47,320,632

Change-47,320,632 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 44,446

Change-44,446 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 17,342

Change-17,342 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,420

Change-15,420 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,911

Change-8,911 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,560

Change-6,560 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,234

Change-5,234 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,980

Change-4,980 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 4,450

Change-4,450 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,364

Change-3,364 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,320

Change-3,320 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 1,277

Change-1,277 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,241

Change-1,241 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 955

Change-955 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 426

Change-426 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 130

Change-130 (-100%)

Value—

	Status
Fifth Third Bancorp	DECREASED	54,823	57,512	-2,689	-5%	$3.4M	$3.3M	-$87.1K	2026-11-05
LPL Financial LLC	INCREASED	33,835	19,659	+14,176	+72%	$1.2M	$2.0M	+$875.8K	2026-11-06
Leavell Investment Management, Inc.	INCREASED	15,327	15,043	+284	+2%	$883.0K	$919.5K	+$36.4K	2026-11-09
B. Riley Wealth Advisors, Inc.	INCREASED	5,683	4,520	+1,163	+26%	$264.0K	$340.9K	+$77.0K	2026-10-13
HB Wealth Management, LLC	DECREASED	4,516	5,398	-882	-16%	$316.9K	$270.9K	-$45.9K	2026-10-23
Wedmont Private Capital	UNCHANGED	3,377	3,377	0	0%	$200.8K	$205.3K	+$4.5K	2026-10-09
Assetmark, Inc	INCREASED	1,716	314	+1,402	+447%	$18.4K	$102.9K	+$84.5K	2026-10-21
Geneos Wealth Management Inc.	UNCHANGED	1,089	1,089	0	0%	$63.9K	$65.3K	+$1.4K	2026-11-09
Trust Co of Vermont	UNCHANGED	507	507	0	0%	$29.8K	$30.4K	+$654	2026-10-21
Signature Resources Capital Management, LLC	NEW	404	—	+404	—	—	$24.2K	—	2026-10-16
Creative Financial Designs Inc	UNCHANGED	294	294	0	0%	$17.3K	$17.6K	+$379	2026-11-04
IFP Advisors, Inc	UNCHANGED	283	283	0	0%	$16.6K	$17.0K	+$365	2026-10-16
Peterson Wealth Management	NEW	222	—	+222	—	—	$13.3K	—	2026-11-06
Elevated Capital Advisors, LLC	NEW	169	—	+169	—	—	$10.1K	—	2026-11-04
Financial Consulate, Inc	NEW	106	—	+106	—	—	$6.4K	—	2026-10-23
Sarver Vrooman Wealth Advisors	DECREASED	78	79	-1	-1%	$4.7K	$4.7K	-$1	2026-10-01
Central Trust Co	NEW	30	—	+30	—	—	$1.8K	—	2026-11-05
Western Wealth Management, LLC	CLOSED	0	5,939	-5,939	-100%	$348.6K	$0	-$348.6K	2026-11-09
Savant Capital, LLC	CLOSED	0	5,468	-5,468	-100%	$302.2K	$0	-$302.2K	2026-11-06
StoneX Group Inc.	CLOSED	0	5,197	-5,197	-100%	$303.6K	$0	-$303.6K	2026-11-03
Buck Wealth Strategies, LLC	CLOSED	0	49	-49	-100%	$2.9K	$0	-$2.9K	2026-10-28
Morgan Stanley	N/A	—	47,320,632	-47,320,632	-100%	$2.8B	—	—	—
Citadel Advisors LLC	N/A	—	44,446	-44,446	-100%	$2.6M	—	—	—
Stifel Financial Corp	N/A	—	17,342	-17,342	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	15,420	-15,420	-100%	$905.2K	—	—	—
Raymond James Financial Inc	N/A	—	8,911	-8,911	-100%	$523.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,560	-6,560	-100%	$385.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,234	-5,234	-100%	$307.2K	—	—	—
Cetera Investment Advisers	N/A	—	4,980	-4,980	-100%	$292.3K	—	—	—
Mariner, LLC	N/A	—	4,450	-4,450	-100%	$261.2K	—	—	—
Wells Fargo & Company	N/A	—	3,364	-3,364	-100%	$197.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,320	-3,320	-100%	$194.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,300	-1,300	-100%	$76.3K	—	—	—
Aventura Private Wealth, LLC	N/A	—	1,277	-1,277	-100%	$75.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,241	-1,241	-100%	$72.8K	—	—	—
Vanguard Advisers Inc	N/A	—	955	-955	-100%	$56.1K	—	—	—
Colonial Trust Advisors	N/A	—	426	-426	-100%	$25.0K	—	—	—
Royal Bank of Canada	N/A	—	130	-130	-100%	$8.0K	—	—	—

Showing 38 of 38 institutions