MORGAN STANLEY EMERGING MKTS (EDD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$137.7M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | $21.5M | 3,508,478 | 0.38% | 31q | +1.4%+$293.9K |
| Pathstone Holdings, LLC | $21.0M | 3,566,538 | 0.06% | 11q | +28.8%+$4.7M |
| MORGAN STANLEY | $18.8M | 3,190,806 | 0.00% | 35q | +18.9%+$3.0M |
| Beacon Pointe Advisors, LLC | $13.5M | 2,295,245 | 0.06% | 4q | +2.2%+$292.6K |
| WELLS FARGO & COMPANY/MN | $12.6M | 2,139,652 | 0.00% | 31q | -42.4%-$9.3M |
| BANK OF AMERICA CORP /DE/ | $10.3M | 1,746,984 | 0.00% | 31q | -3.2%-$342.1K |
| Invesco Ltd. | $7.8M | 1,318,162 | 0.00% | 31q | +17.6%+$1.2M |
| Rareview Capital LLC | $5.4M | 1,048,147 | 3.00% | 11q | +9.3%+$457.6K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 516,162 | 0.00% | 7q | -30.9%-$1.4M |
| Fiera Capital Corp | $3.0M | 505,073 | 0.01% | 24q | +3.5%+$100.5K |
| PenderFund Capital Management Ltd. | $3.0M | 504,800 | 0.38% | 2q | +26.2%+$616.2K |
| LPL Financial LLC | $1.5M | 259,740 | 0.00% | 24q | +1.2%+$18.2K |
| HighTower Advisors, LLC | $1.5M | 254,694 | 0.00% | 19q | +1.7%+$24.9K |
| UBS Group AG | $1.3M | 224,384 | 0.00% | 31q | -3.9%-$53.3K |
| Cetera Investment Advisers | $1.2M | 209,107 | 0.00% | 6q | +5.6%+$65.1K |
| &PARTNERS | $1.2M | 207,214 | 0.00% | 3q | +5.6%+$64.4K |
| ROYAL BANK OF CANADA | $1.1M | 185,989 | 0.00% | 31q | -1.7%-$18.5K |
| Bramshill Investments, LLC | $833.0K | 141,666 | 0.06% | 9q | +1.1%+$8.9K |
| GUGGENHEIM CAPITAL LLC | $708.4K | 120,476 | 0.00% | 3q | +51.3%+$240.1K |
| Kaizen Financial Strategies | $685.6K | 118,616 | 0.22% | 5q | -2.5%-$17.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $613.0K | 104,250 | 0.03% | 18q | +11.1%+$61.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $527.6K | 89,729 | 0.01% | 24q | +2.5%+$12.7K |
| Corient Private Wealth LP | $493.3K | 83,891 | 0.00% | 3q | +105.0%+$252.7K |
| IMC-Chicago, LLC | $474.0K | 80,605 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $410.5K | 69,808 | 0.01% | 31q | +33.1%+$102.0K |
| Ancora Advisors LLC | $383.7K | 65,254 | 0.01% | 10q | HELD |
| Kestra Advisory Services, LLC | $377.2K | 64,153 | 0.00% | new | NEW |
| New England Private Wealth Advisors LLC | $363.3K | 61,781 | 0.04% | 3q | +2.5%+$8.8K |
| Alexander Randolph Advisory, Inc. | $337.3K | 57,370 | 0.28% | 11q | -71.2%-$835.1K |
| Moors & Cabot, Inc. | $320.4K | 54,486 | 0.01% | 26q | -8.9%-$31.3K |
| Burford Brothers, Inc. | $287.3K | 48,860 | 0.11% | 2q | HELD |
| Closed-End Fund Advisors, Inc. | $279.3K | 47,505 | 0.27% | 3q | HELD |
| E&G Advisors, LLC | $263.1K | 44,750 | 0.05% | 31q | HELD |
| Pekin Hardy Strauss, Inc. | $227.6K | 38,715 | 0.02% | 14q | +1.6%+$3.5K |
| OSAIC HOLDINGS, INC. | $213.3K | 36,277 | 0.00% | 26q | +101.8%+$107.6K |
| READYSTATE ASSET MANAGEMENT LP | $193.5K | 32,914 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $193.1K | 32,842 | 0.00% | 7q | -93.0%-$2.6M |
| FIFTH THIRD BANCORP | $173.0K | 29,423 | 0.00% | 2q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $136.2K | 23,161 | 0.01% | 8q | -32.3%-$65.1K |
| Papamarkou Wellner Asset Management inc. | $126.4K | 21,500 | 0.08% | 7q | HELD |
| McGowan Group Asset Management, Inc. | $120.3K | 20,451 | 0.01% | 2q | +2.4%+$2.8K |
| Stratos Wealth Partners, LTD. | $109.2K | 18,569 | 0.00% | 3q | +3.1%+$3.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108.0K | 18,359 | 0.00% | 4q | -64.7%-$198.2K |
| US BANCORP \DE\ | $106.0K | 18,023 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $103.1K | 17,542 | 0.00% | 19q | HELD |
| TWO SIGMA SECURITIES, LLC | $101.2K | 17,215 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $100.0K | 17,000 | 0.04% | 4q | +580.0%+$85.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $95.3K | 16,214 | 0.00% | 2q | HELD |
| Alpine Global Management, LLC | $94.6K | 16,083 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $91.4K | 15,544 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $88.6K | 15,075 | 0.00% | 31q | -93.3%-$1.2M |
| HARBOR ADVISORY CORP /MA/ | $88.2K | 15,000 | 0.02% | 2q | HELD |
| BANK OF MONTREAL /CAN/ | $63.8K | 12,000 | 0.00% | new | NEW |
| OPINICUS CAPITAL, INC. | $60.6K | 10,301 | 0.03% | 2q | +2.5%+$1.5K |
| Joel Isaacson & Co., LLC | $58.8K | 10,000 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $32.6K | 5,549 | 0.00% | 2q | -40.3%-$22.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $22.9K | 3,900 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $13.3K | 2,270 | 0.00% | 29q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.3K | 2,260 | 0.00% | 12q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $11.3K | 1,929 | 0.00% | 3q | HELD |
| Osbon Capital Management LLC | $10.0K | 1,709 | 0.01% | new | NEW |
| N.E.W. Advisory Services LLC | $5.9K | 1,000 | 0.00% | 2q | HELD |
| WPG Advisers, LLC | $5.0K | 857 | 0.00% | 7q | -0.8% |
| HARBOUR INVESTMENTS, INC. | $4.9K | 836 | 0.00% | 2q | +2.6% |
| Thomas J. Herzfeld Advisors, Inc. | $4.3K | 739 | 0.00% | 3q | -99.5%-$798.7K |
| Atlantic Union Bankshares Corp | $4.1K | 700 | 0.00% | 22q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $2.9K | 501 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.2K | 379 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $620 | 103 | 0.00% | 3q | -97.5%-$24.1K |
| Allworth Financial LP | $594 | 101 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $226 | 38,434 | 0.00% | 2q | +51.4% |
| WHITTIER TRUST CO | $186 | 32 | 0.00% | 31q | HELD |
| Virtu Financial LLC | $85 | 14,474 | 0.00% | 2q | -71.6% |
| JTC Employer Solutions Trustee Ltd | $59 | 10,148 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 71 | $137.7M | 23,409,448 | 10 | 26 | 16 | 0.0% |
| Q1 2026 | 75 | $127.0M | 24,943,653 | 20 | 27 | 15 | 0.0% |
| Q4 2025 | 68 | $119.9M | 22,036,792 | 12 | 19 | 15 | 0.0% |
| Q3 2025 | 61 | $127.4M | 23,643,324 | 12 | 22 | 18 | 0.0% |
| Q2 2025 | 55 | $113.9M | 22,174,512 | 7 | 22 | 13 | 0.0% |
| Q1 2025 | 57 | $103.8M | 21,803,302 | 7 | 19 | 12 | 0.0% |
| Q4 2024 | 60 | $103.1M | 22,487,012 | 9 | 16 | 17 | 0.0% |
| Q3 2024 | 55 | $113.5M | 22,431,562 | 5 | 13 | 21 | 0.0% |
| Q2 2024 | 57 | $118.7M | 25,746,135 | 6 | 17 | 21 | 0.0% |
| Q1 2024 | 59 | $135.6M | 28,333,996 | 10 | 20 | 16 | 0.0% |
| Q4 2023 | 60 | $130.4M | 27,622,728 | 7 | 16 | 20 | 0.0% |
| Q3 2023 | 57 | $97.9M | 22,957,140 | 10 | 15 | 16 | 0.0% |
| Q2 2023 | 54 | $101.7M | 21,659,469 | 4 | 17 | 17 | 0.0% |
| Q1 2023 | 56 | $102.2M | 22,592,105 | 6 | 13 | 22 | 0.0% |
| Q4 2022 | 53 | $102.5M | 23,598,068 | 7 | 18 | 18 | 0.0% |
| Q3 2022 | 58 | $97.4M | 24,145,732 | 3 | 18 | 23 | 0.0% |
| Q2 2022 | 60 | $105.9M | 23,571,548 | 6 | 16 | 22 | 0.0% |
| Q1 2022 | 66 | $110.0M | 22,036,331 | 11 | 19 | 17 | 0.0% |
| Q4 2021 | 67 | $111.7M | 20,374,408 | 15 | 21 | 13 | 0.0% |
| Q3 2021 | 59 | $103.6M | 17,693,335 | 6 | 18 | 22 | 0.0% |
| Q2 2021 | 60 | $110.9M | 18,066,521 | 11 | 17 | 20 | 0.0% |
| Q1 2021 | 55 | $118.9M | 19,739,413 | 6 | 24 | 14 | 0.0% |
| Q4 2020 | 58 | $98.9M | 15,712,304 | 10 | 13 | 16 | 0.0% |
| Q3 2020 | 47 | $79.9M | 14,348,967 | 4 | 16 | 13 | 0.0% |
| Q2 2020 | 49 | $83.1M | 14,722,731 | 5 | 14 | 14 | 0.0% |
| Q1 2020 | 49 | $77.4M | 14,830,290 | 14 | 10 | 12 | 0.0% |
| Q4 2019 | 45 | $78.4M | 11,199,183 | 6 | 7 | 19 | 0.0% |
| Q3 2019 | 46 | $82.5M | 12,503,214 | 5 | 13 | 13 | 0.0% |
| Q2 2019 | 47 | $83.8M | 12,128,117 | 8 | 12 | 14 | 0.0% |
| Q1 2019 | 50 | $80.7M | 13,505,948 | 4 | 18 | 14 | 0.0% |
| Q4 2018 | 60 | $109.4M | 18,057,111 | 1 | 2 | 1 | 0.0% |