MORGAN STANLEY ETF TRUST (PHEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
15
Reporting holders
$116.7M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $98.6M | 2,851,047 | 0.01% | 11q | +13.4%+$11.7M |
| LPL Financial LLC | $10.7M | 309,167 | 0.00% | 5q | +27.4%+$2.3M |
| SHEETS SMITH WEALTH MANAGEMENT | $1.9M | 54,623 | 0.19% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 44,206 | 0.00% | 3q | -32.4%-$733.7K |
| OSAIC HOLDINGS, INC. | $931.3K | 26,931 | 0.00% | 10q | +10.7%+$90.0K |
| OLD MISSION CAPITAL LLC | $866.0K | 25,050 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $835.4K | 24,164 | 0.00% | 5q | -41.2%-$584.9K |
| Savvy Advisors, Inc. | $786.2K | 22,741 | 0.02% | 9q | +0.9%+$7.2K |
| BLUEDOOR PRIVATE WEALTH, LLC | $405.0K | 11,715 | 0.17% | new | NEW |
| FIFTH THIRD BANCORP | $63.4K | 1,833 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $40.3K | 1,167 | 0.00% | 3q | -12.1%-$5.5K |
| Regatta Research & Money Management | $37.3K | 1,078 | 0.04% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $20.3K | 590 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $10.6K | 306 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.9K | 200 | 0.00% | new | NEW |
| Wayfinding Financial, LLC | $3.2K | 93,892 | 1.23% | 10q | -28.9%-$1.3K |
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 | 15 | $116.7M | 3,374,818 | 4 | 4 | 3 | 0.0% |
| Q1 2026 | 17 | $102.4M | 3,205,475 | 6 | 4 | 5 | 0.0% |
| Q4 2025 | 15 | $119.9M | 3,680,803 | 6 | 4 | 1 | 0.0% |
| Q3 2025 | 9 | $95.9M | 2,993,969 | 2 | 3 | 2 | 0.0% |
| Q2 2025 | 12 | $83.4M | 2,720,221 | 5 | 3 | 4 | 0.0% |
| Q1 2025 | 7 | $71.2M | 2,487,864 | 0 | 5 | 1 | 0.0% |
| Q4 2024 | 8 | $61.8M | 2,093,851 | 2 | 5 | 1 | 0.0% |
| Q3 2024 | 7 | $33.5M | 1,166,903 | 2 | 4 | 1 | 0.0% |
| Q2 2024 | 7 | $24.7M | 886,972 | 3 | 3 | 1 | 0.0% |
| Q1 2024 | 5 | $69.6M | 2,572,243 | 3 | 1 | 1 | 0.0% |
| Q4 2023 | 2 | $42.7M | 1,640,805 | 2 | 0 | 0 | 0.0% |