Morgan Stanley Emrg MRK DomEDD

13F holders, Q2 2025 (June 30)
59holders −2
8new positions
10sold out
1famous investor
$5.14avg. 13F price*

At the end of Q2 2025, 59 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings, down 2 from Q1 2025. 8 opened new positions and 10 sold out. The largest holders were Pathstone Holdings, LLC ($22.9M), Evergreen Capital Management LLC ($17.2M) and Morgan Stanley ($11.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Morgan Stanley Emrg MRK Dom
CUSIP
617477104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 61Q1 2024Q2 2024: 60Q2 2024Q3 2024: 60Q3 2024Q4 2024: 64Q4 2024Q1 2025: 61Q1 2025Q2 2025: 59Q2 2025Q3 2025: 63Q3 2025Q4 2025: 69Q4 2025Q1 2026: 78Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$1.2M
Exits10$1.5M

All 13F filers, Q1 2025 → Q2 2025: 915,444 shares bought and 1,251,899 shares sold, net −336,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 59 holders

Pathstone Holdings, LLC 0.09% Reduce -10.0% 4,468,577 $22.9M
Evergreen Capital Management LLC 0.52% Reduce -8.8% 3,280,654 $17.2M
Morgan Stanley 0.00% Add +9.7% 2,186,120 $11.2M
Bank of America Corp. 0.00% Add +1.0% 1,784,525 $9.1M
Penserra Capital Management LLC 0.13% Add +3.0% 1,767,917 $9.1M
Wells Fargo & Company 0.00% Reduce -0.0% 1,635,537 $8.4M
Alexander Randolph Advisory, Inc. 6.59% Reduce -0.5% 1,436,307 $7.4M
Invesco Ltd. 0.00% Add +8.3% 1,113,124 $5.7M
GraniteShares Advisors LLC 1.96% Add +6.7% 623,608 $3.2M
Rareview Capital LLC 2.01% Reduce -9.3% 620,755 $3.2M
Raymond James Financial Inc. 0.00% Add +12.8% 510,319 $2.6M
Rockefeller Capital Management L.P. 0.01% No change 467,808 $2.4M
Fiera Capital Corp 0.01% Reduce -2.0% 402,855 $2.1M
Matisse Capital 0.86% Reduce -1.6% 355,711 $1.8M
HighTower Advisors, LLC 0.00% Add +0.3% 266,648 $1.4M
Shaker Financial Services, LLC 0.43% Add +152.6% 228,932 $1.2M
UBS Group AG 0.00% Add +5.0% 206,288 $1.1M
Private Advisor Group, LLC 0.01% Add +4.6% 202,951 $1.0M
Royal Bank of Canada 0.00% Reduce -0.8% 182,703 $935K
Pekin Hardy Strauss, Inc. 0.09% Add +22.7% 156,408 $801K
Bramshill Investments, LLC 0.08% Reduce -1.1% 143,400 $734K
LPL Financial LLC 0.00% Add +9.8% 141,641 $725K
Kaizen Financial Strategies 0.33% New 125,004 $640K
PenderFund Capital Management Ltd. 0.34% Reduce -1.9% 120,332 $616K
PFG Investments, LLC 0.03% No change 99,500 $509K
Kestra Private Wealth Services, LLC 0.01% Add +15.7% 81,861 $419K
Moors & Cabot, Inc. 0.02% Add +0.3% 80,136 $410K
Nations Financial Group Inc, /Ia/ 0.03% No change 73,600 $377K
Kestra Advisory Services, LLC 0.00% Add +0.8% 61,423 $314K
XTX Topco Ltd 0.01% New 54,657 $280K
NewEdge Advisors, LLC 0.00% Reduce -22.0% 39,292 $201K
E&G Advisors, LLC 0.05% No change 35,500 $182K
Ancora Advisors LLC 0.00% Reduce -27.9% 35,254 $181K
Uhlmann Price Securities, LLC 0.12% Add +3.4% 32,511 $166K
Capital Investment Advisors, LLC 0.00% Add +68.4% 29,806 $153K
Comerica Bank 0.00% Add +1.8% 29,671 $152K
LexAurum Advisors, LLC 0.02% No change 28,664 $147K
Cetera Investment Advisers 0.00% Add +17.8% 21,505 $110K
Papamarkou Wellner Asset Management inc. 0.07% No change 21,500 $110K
GM Advisory Group, LLC 0.00% Reduce -32.6% 18,920 $97K
Ignite Planners, LLC 0.01% Add +6.5% 15,696 $78K
Nwam LLC 0.00% New 14,728 $75K
Osaic Holdings, Inc. 0.00% Add +1.4% 14,373 $74K
Virtu Financial LLC 0.00% New 13,234 $68K
Formidable Asset Management, LLC 0.01% No change 13,754 $65K
Citadel Advisors 0.00% New 11,266 $58K
Atlantic Union Bankshares Corp 0.00% No change 10,700 $55K
J.W. Cole Advisors, Inc. 0.00% New 10,465 $54K
Accredited Investor Services, LLC 0.04% New 10,329 $53K
JTC Employer Solutions Trustee Ltd 0.01% No change 10,148 $52K
Fortitude Family Office, LLC 0.01% No change 6,000 $31K
Geneos Wealth Management Inc. 0.00% Reduce -1.5% 4,388 $22K
Northwestern Mutual Wealth Management Co. 0.00% Add +50.0% 3,000 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 2,270 $12K
Thomas J. Herzfeld Advisors, Inc. 0.00% Add +26.7% 1,917 $10K
WPG Advisers, LLC 0.00% Reduce -22.9% 772 $4K
Parallel Advisors, LLC 0.00% New 304 $2K
Whittier Trust Co. 0.00% Reduce -68.0% 32 $163
Cwm, LLC 0.00% No change 48 $0

"% of holder's portfolio" is EDD's weight in each manager's 13F, not the share of Morgan Stanley Emrg MRK Dom the manager owns.