Morgan Stanley ETF Trust - PHEQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,869,498 | 93,459 | 0.01% | 0.01% | 1 | +139,333 | 5.1% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 243,980 | 7,946 | 0.98% | — | 2 | +243,980 | New | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 191,365 | 6,232 | 0.0% | 0.0% | 3 | +98,154 | 105.3% | Q4 2025 | Feb 11, 2026 |
| Wayfinding Financial, LLC | History | Added to | 134,303 | 4,374 | 1.85% | 1.84% | 4 | +766 | 0.57% | Q4 2025 | Feb 12, 2026 |
| Convergence Financial, LLC | History | New | 92,487 | 3,012 | 0.44% | — | 5 | +92,487 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 73,403 | 2,390 | 0.0% | — | 6 | +73,403 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 58,784 | 1,914 | 0.02% | 0.02% | 7 | +816 | 1.41% | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 55,734 | 1,815 | 0.2% | 0.2% | 8 | +516 | 0.93% | Q4 2025 | Jan 20, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 39,289 | 1,279 | 0.03% | — | 9 | +39,289 | New | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,562 | 702 | 0.02% | 0.03% | 10 | +9 | 0.04% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,935 | 519 | 0.0% | 0.0% | 11 | -2,704 | -14.51% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 7,750 | 252 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 6,634 | 216 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | No change | 2,831 | 92 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,327 | 43 | 0.0% | — | 15 | +1,327 | New | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | New | 224 | 7 | 0.0% | — | 16 | +224 | New | Q4 2025 | Jan 13, 2026 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.67% | — | -134,430 | -100.0% | Q3 2025 | Nov 14, 2025 |