MORGAN STANLEY EMKT DBT FD I (MSD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
63
Reporting holders
$50.1M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | $7.6M | 1,045,009 | 0.02% | 3q | +125.4%+$4.2M |
| OSAIC HOLDINGS, INC. | $3.8M | 518,310 | 0.00% | 26q | +0.9%+$32.3K |
| Shaker Financial Services, LLC | $3.2M | 428,074 | 1.00% | 4q | +41.0%+$927.2K |
| ROYAL BANK OF CANADA | $2.9M | 391,027 | 0.00% | 31q | -13.6%-$448.4K |
| LPL Financial LLC | $2.5M | 342,818 | 0.00% | 30q | +10.7%+$242.8K |
| HOURGLASS CAPITAL, LLC | $2.4M | 333,000 | 0.25% | 2q | +70.2%+$1.0M |
| Rareview Capital LLC | $2.4M | 312,755 | 1.35% | 2q | +15.6%+$325.6K |
| Everstar Asset Management, LLC | $2.2M | 297,003 | 1.05% | 8q | +15.8%+$295.4K |
| MORGAN STANLEY | $2.1M | 287,914 | 0.00% | 35q | +6.2%+$122.7K |
| WELLS FARGO & COMPANY/MN | $2.1M | 286,970 | 0.00% | 31q | +26.7%+$441.6K |
| AMERIPRISE FINANCIAL INC | $2.0M | 274,039 | 0.00% | 14q | -54.8%-$2.4M |
| Invesco Ltd. | $1.8M | 248,166 | 0.00% | 31q | -1.3%-$23.3K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 220,699 | 0.00% | 31q | +17.0%+$233.9K |
| Fiera Capital Corp | $1.2M | 164,723 | 0.00% | 28q | +2.8%+$32.3K |
| ENVESTNET ASSET MANAGEMENT INC | $937.5K | 128,430 | 0.00% | 3q | -36.9%-$548.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $787.9K | 107,930 | 0.00% | 3q | HELD |
| Calamos Advisors LLC | $694.0K | 95,072 | 0.00% | 3q | +51.8%+$236.8K |
| Comprehensive Money Management Services LLC | $693.9K | 95,050 | 0.44% | 7q | +10.1%+$63.7K |
| Kovack Advisors, Inc. | $676.9K | 92,986 | 0.03% | 9q | -5.2%-$36.9K |
| Wealthstar Advisors, LLC | $642.4K | 87,993 | 0.19% | 7q | +6.2%+$37.3K |
| Bramshill Investments, LLC | $620.9K | 85,048 | 0.05% | 8q | +1.1%+$6.8K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $603.7K | 82,702 | 0.04% | 4q | -13.2%-$91.8K |
| STIFEL FINANCIAL CORP | $575.6K | 78,847 | 0.00% | 7q | -17.6%-$122.6K |
| Smith Asset Management Co., LLC | $518.3K | 71,002 | 0.41% | 7q | -1.3%-$6.9K |
| Whipplewood Advisors, LLC | $506.5K | 69,383 | 0.34% | 7q | -67.7%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $444.9K | 60,941 | 0.00% | 7q | -9.2%-$44.8K |
| Valeo Financial Advisors, LLC | $423.8K | 58,055 | 0.01% | 9q | HELD |
| Dynamic Advisor Solutions LLC | $364.3K | 49,899 | 0.01% | 12q | +3.4%+$11.9K |
| IHT Wealth Management, LLC | $296.0K | 40,550 | 0.01% | 12q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $287.9K | 39,441 | 0.00% | 4q | -75.3%-$878.0K |
| &PARTNERS | $272.9K | 37,377 | 0.00% | 5q | -4.2%-$12.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $257.3K | 35,253 | 0.00% | 3q | +49.2%+$84.9K |
| Quad-Cities Investment Group, LLC | $177.1K | 24,257 | 0.06% | 31q | +3.3%+$5.6K |
| Logan Stone Capital, LLC | $176.8K | 24,223 | 0.04% | new | NEW |
| Marex Group Ltd | $173.4K | 23,751 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $170.0K | 23,290 | 0.00% | new | NEW |
| 49 WEALTH MANAGEMENT, LLC | $162.8K | 22,306 | 0.02% | new | NEW |
| UHLMANN PRICE SECURITIES, LLC | $160.3K | 21,958 | 0.01% | new | NEW |
| Cetera Investment Advisers | $157.8K | 21,616 | 0.00% | 3q | +17.2%+$23.2K |
| XTX Topco Ltd | $148.8K | 20,382 | 0.00% | new | NEW |
| Cullen/Frost Bankers, Inc. | $146.0K | 20,000 | 0.00% | 25q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $131.4K | 17,799 | 0.00% | 9q | HELD |
| Harbour Capital Advisors, LLC | $120.3K | 16,478 | 0.02% | 16q | -2.0%-$2.5K |
| Rockefeller Capital Management L.P. | $107.9K | 14,775 | 0.00% | 4q | -17.3%-$22.6K |
| MONECO ADVISORS, LLC | $106.2K | 14,544 | 0.01% | 10q | HELD |
| Csenge Advisory Group | $103.9K | 14,232 | 0.00% | 2q | +5.5%+$5.4K |
| EVOLVE PRIVATE WEALTH, LLC | $95.7K | 12,848 | 0.01% | 3q | -7.8%-$8.1K |
| SMITH, MOORE & CO. | $94.9K | 13,000 | 0.01% | 2q | HELD |
| ALONGSIDE, LLC | $81.4K | 11,153 | 0.02% | new | NEW |
| Rathbones Group PLC | $73.0K | 10,000 | 0.00% | 12q | HELD |
| UBS Group AG | $64.9K | 8,885 | 0.00% | 31q | -38.1%-$39.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $55.0K | 7,534 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $45.7K | 6,260 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $34.0K | 4,654 | 0.00% | 2q | +16.4%+$4.8K |
| Noble Wealth Management PBC | $33.6K | 4,600 | 0.02% | new | NEW |
| IFG Advisory, LLC | $26.7K | 3,655 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.9K | 3,000 | 0.00% | 15q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $10.3K | 1,412 | 0.00% | 3q | -99.2%-$1.2M |
| JFS WEALTH ADVISORS, LLC | $9.8K | 1,320 | 0.00% | new | NEW |
| Osbon Capital Management LLC | $7.5K | 1,024 | 0.01% | 2q | +719.2%+$6.6K |
| HIGHLINE WEALTH PARTNERS LLC | $3.6K | 500 | 0.00% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.5K | 338 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $483 | 66,245 | 0.01% | 31q | HELD |
| Institute for Wealth Management, LLC. | $417 | 57 | 0.00% | new | NEW |
| Virtu Financial LLC | $122 | 16,759 | 0.00% | 2q | -66.8% |
| JTC Employer Solutions Trustee Ltd | $15 | 2,100 | 0.00% | 21q | 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 | 63 | $50.1M | 6,836,317 | 13 | 22 | 17 | 0.0% |
| Q1 2026 | 55 | $46.2M | 6,549,211 | 8 | 25 | 13 | 0.0% |
| Q4 2025 | 55 | $41.0M | 5,535,213 | 12 | 21 | 10 | 0.0% |
| Q3 2025 | 46 | $33.9M | 4,587,275 | 9 | 14 | 13 | 0.0% |
| Q2 2025 | 42 | $36.1M | 4,676,127 | 4 | 18 | 8 | 0.0% |
| Q1 2025 | 44 | $33.6M | 4,180,055 | 7 | 18 | 6 | 0.0% |
| Q4 2024 | 41 | $34.7M | 4,509,279 | 5 | 8 | 16 | 0.0% |
| Q3 2024 | 38 | $32.7M | 4,121,692 | 5 | 12 | 12 | 0.0% |
| Q2 2024 | 36 | $33.3M | 4,536,889 | 7 | 5 | 15 | 0.0% |
| Q1 2024 | 36 | $36.9M | 5,098,765 | 3 | 10 | 11 | 0.0% |
| Q4 2023 | 43 | $42.6M | 6,133,320 | 3 | 11 | 17 | 0.0% |
| Q3 2023 | 46 | $47.8M | 7,359,611 | 8 | 8 | 13 | 0.0% |
| Q2 2023 | 41 | $42.8M | 6,652,425 | 6 | 9 | 13 | 0.0% |
| Q1 2023 | 40 | $44.7M | 6,943,053 | 4 | 11 | 12 | 0.0% |
| Q4 2022 | 42 | $46.6M | 7,245,385 | 11 | 10 | 16 | 0.0% |
| Q3 2022 | 46 | $47.5M | 7,705,486 | 2 | 14 | 15 | 0.0% |
| Q2 2022 | 53 | $49.6M | 7,501,101 | 6 | 17 | 17 | 0.0% |
| Q1 2022 | 54 | $62.0M | 7,969,562 | 8 | 17 | 16 | 0.0% |
| Q4 2021 | 55 | $70.6M | 7,836,903 | 6 | 16 | 17 | 0.0% |
| Q3 2021 | 54 | $73.7M | 8,091,728 | 2 | 19 | 20 | 0.0% |
| Q2 2021 | 56 | $76.1M | 8,123,543 | 7 | 16 | 17 | 0.0% |
| Q1 2021 | 55 | $74.1M | 8,269,473 | 6 | 21 | 15 | 0.0% |
| Q4 2020 | 59 | $70.4M | 7,601,181 | 7 | 15 | 16 | 0.0% |
| Q3 2020 | 55 | $61.5M | 7,331,671 | 8 | 21 | 13 | 0.0% |
| Q2 2020 | 55 | $60.4M | 7,113,644 | 10 | 16 | 17 | 0.0% |
| Q1 2020 | 50 | $45.5M | 5,942,051 | 12 | 20 | 9 | 0.0% |
| Q4 2019 | 50 | $52.0M | 5,370,556 | 5 | 21 | 9 | 0.0% |
| Q3 2019 | 49 | $51.3M | 5,578,504 | 7 | 14 | 16 | 0.0% |
| Q2 2019 | 47 | $55.9M | 6,001,841 | 6 | 15 | 13 | 0.0% |
| Q1 2019 | 50 | $52.4M | 5,830,150 | 10 | 13 | 11 | 0.0% |
| Q4 2018 | 46 | $48.6M | 5,905,571 | 0 | 2 | 0 | 0.0% |