DaveManuel.com · Institutional Ownership · Who Owns It
MORGAN STANLEY EMERGING MKTS (EDD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
73
Reporting holders
$137.7M
Reported value
0.0%
Calls
0.0%
Puts
-6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +15.2%+$1.7M |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $226.0K | 38,434 | 0.00% | 2q | +51.4%+$76.7K |
| OSAIC HOLDINGS, INC. | $213.3K | 36,277 | 0.00% | 26q | +101.8%+$107.6K |
| Todd Wealth Management, LLC | $197.0K | 33,500 | 0.15% | 3q | HELD |
| 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 |
| Virtu Financial LLC | $85.0K | 14,474 | 0.00% | 2q | -71.6%-$214.1K |
| 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 |
| JTC Employer Solutions Trustee Ltd | $59.0K | 10,148 | 0.00% | 15q | HELD |
| 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 |
| 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 |
| WHITTIER TRUST CO | $186 | 32 | 0.00% | 31q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $22.0M | 4,039,499 | 2 | 5 | 2 | 0.0% |
| Q2 2026 | 73 | $137.7M | 23,418,213 | 9 | 27 | 16 | 0.0% |
| Q1 2026 | 79 | $118.3M | 23,206,257 | 22 | 27 | 15 | 0.0% |
| Q4 2025 | 70 | $120.1M | 22,080,440 | 12 | 19 | 15 | 0.0% |
| Q3 2025 | 63 | $127.6M | 23,677,985 | 13 | 22 | 18 | 0.0% |
| Q2 2025 | 58 | $123.1M | 23,965,811 | 8 | 23 | 13 | 0.0% |
| Q1 2025 | 59 | $111.9M | 23,529,109 | 7 | 19 | 13 | 0.0% |
| Q4 2024 | 63 | $111.9M | 24,415,110 | 9 | 17 | 18 | 0.0% |
| Q3 2024 | 60 | $122.9M | 24,302,045 | 8 | 14 | 21 | 0.0% |
| Q2 2024 | 60 | $118.8M | 25,769,776 | 7 | 18 | 21 | 0.0% |
| Q1 2024 | 61 | $135.7M | 28,346,126 | 10 | 21 | 16 | 0.0% |
| Q4 2023 | 65 | $130.6M | 27,660,443 | 9 | 17 | 20 | 0.0% |
| Q3 2023 | 62 | $103.6M | 23,966,505 | 12 | 15 | 17 | 0.0% |
| Q2 2023 | 58 | $108.1M | 22,693,101 | 4 | 18 | 18 | 0.0% |
| Q1 2023 | 64 | $107.4M | 23,487,093 | 8 | 17 | 22 | 0.0% |
| Q4 2022 | 64 | $109.3M | 24,603,463 | 10 | 21 | 20 | 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 | $111.0M | 22,246,121 | 11 | 19 | 17 | 0.0% |
| Q4 2021 | 67 | $111.7M | 20,374,408 | 15 | 21 | 13 | 0.0% |
| Q3 2021 | 59 | $104.1M | 17,793,235 | 6 | 18 | 22 | 0.0% |
| Q2 2021 | 60 | $114.8M | 18,696,890 | 11 | 17 | 20 | 0.0% |
| Q1 2021 | 54 | $119.4M | 19,834,773 | 6 | 23 | 14 | 0.0% |
| Q4 2020 | 58 | $99.5M | 15,812,204 | 10 | 12 | 18 | 0.0% |
| Q3 2020 | 46 | $141.1M | 25,401,604 | 4 | 16 | 13 | 0.0% |
| Q2 2020 | 49 | $83.7M | 14,822,631 | 5 | 14 | 14 | 0.0% |
| Q1 2020 | 49 | $75.8M | 14,522,616 | 14 | 9 | 14 | 0.0% |
| Q4 2019 | 44 | $78.8M | 11,262,820 | 6 | 6 | 19 | 0.0% |
| Q3 2019 | 46 | $79.2M | 12,006,820 | 5 | 13 | 13 | 0.0% |
| Q2 2019 | 47 | $80.3M | 11,617,950 | 8 | 12 | 14 | 0.0% |
| Q1 2019 | 50 | $77.2M | 12,980,399 | 4 | 18 | 14 | 0.0% |
| Q4 2018 | 60 | $107.6M | 17,758,210 | 1 | 1 | 2 | 0.0% |