Morgan Stanley Emrg MRK DomEDD

13F holders, Q4 2025 (December 31)
69holders +6
12new positions
8sold out
1famous investor
$5.44avg. 13F price*

At the end of Q4 2025, 69 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings, up 6 from Q3 2025. 12 opened new positions and 8 sold out. The largest holders were Evergreen Capital Management LLC ($19.1M), Morgan Stanley ($16.7M) and Pathstone Holdings, LLC ($12.1M). One famous investor held it Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$2.9M
Exits8$4.8M

All 13F filers, Q3 2025 → Q4 2025: 1,296,074 shares bought and 2,988,037 shares sold, net −1,691,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

Evergreen Capital Management LLC 0.43% Add +1.9% 3,441,903 $19.1M
Morgan Stanley 0.00% Add +6.2% 3,068,940 $16.7M
Pathstone Holdings, LLC 0.05% Reduce -38.8% 2,235,622 $12.1M
Beacon Pointe Advisors, LLC 0.08% Add +5.1% 2,177,402 $11.8M
Bank of America Corp. 0.00% Add +0.0% 1,811,536 $9.8M
Wells Fargo & Company 0.00% Reduce -10.8% 1,426,084 $7.7M
Invesco Ltd. 0.00% Add +0.9% 1,206,318 $6.6M
Alexander Randolph Advisory, Inc. 5.18% Reduce -19.2% 1,147,900 $6.2M
Raymond James Financial Inc. 0.00% Reduce -1.5% 685,660 $3.7M
Rareview Capital LLC 2.38% Add +10.6% 716,061 $3.7M
Fiera Capital Corp 0.01% Add +23.3% 513,930 $2.8M
Rockefeller Capital Management L.P. 0.00% Add +0.1% 468,526 $2.5M
HighTower Advisors, LLC 0.00% Reduce -12.7% 234,871 $1.3M
LPL Financial LLC 0.00% Add +43.7% 232,093 $1.3M
Private Advisor Group, LLC 0.01% Add +9.0% 225,829 $1.2M
UBS Group AG 0.00% Reduce -2.2% 209,765 $1.1M
&partners 0.01% New 196,977 $1.1M
Cetera Investment Advisers 0.00% Add +135.1% 182,569 $991K
Royal Bank of Canada 0.00% Add +1.6% 181,715 $986K
Bramshill Investments, LLC 0.04% Add +0.7% 141,046 $766K
Kaizen Financial Strategies 0.28% No change 115,969 $630K
Jane Street Group, LLC 0.00% Reduce -48.2% 112,692 $612K
Kestra Private Wealth Services, LLC 0.01% Add +5.2% 84,423 $458K
Millennium Management 0.00% Reduce -40.8% 80,480 $437K
Susquehanna International Group, LLP 0.00% Reduce -12.4% 79,472 $432K
Moors & Cabot, Inc. 0.02% Add +0.2% 77,947 $423K
Shaker Financial Services, LLC 0.13% New 72,979 $405K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -2.3% 65,000 $353K
Kestra Advisory Services, LLC 0.00% Add +0.6% 63,588 $345K
New England Private Wealth Advisors LLC 0.04% New 58,942 $320K
Closed-End Fund Advisors, Inc. 0.15% — 47,782 $259K
Wolverine Asset Management LLC 0.01% New 47,146 $256K
Capital Investment Advisors, LLC 0.00% Add +29.1% 44,757 $243K
Guggenheim Capital LLC 0.00% New 44,425 $241K
E&G Advisors, LLC 0.05% No change 43,750 $238K
Corient Private Wealth LP 0.00% New 40,000 $217K
Pekin Hardy Strauss, Inc. 0.02% No change 38,115 $207K
Ancora Advisors LLC 0.00% No change 35,254 $191K
Uhlmann Price Securities, LLC 0.11% Add +2.2% 33,770 $183K
Nwam LLC 0.01% Add +104.0% 29,036 $170K
Stratos Wealth Partners, LTD. 0.00% New 30,664 $167K
Comerica Bank 0.00% Reduce -1.5% 29,600 $161K
NewEdge Advisors, LLC 0.00% Add +32.3% 27,042 $147K
PFG Investments, LLC 0.01% No change 22,000 $119K
Papamarkou Wellner Asset Management inc. 0.07% No change 21,500 $117K
Azzad Asset Management Inc. 0.01% New 20,000 $109K
Osaic Holdings, Inc. 0.00% Add +3.3% 14,791 $80K
US Bancorp \de 0.00% Add +45.7% 14,523 $79K
Ignite Planners, LLC 0.01% Reduce -16.7% 12,776 $75K
Choreo, LLC 0.00% Reduce -2.5% 13,356 $74K
J.W. Cole Advisors, Inc. 0.00% No change 12,798 $69K
Accredited Investor Services, LLC 0.04% Reduce -4.5% 12,009 $65K
JTC Employer Solutions Trustee Ltd 0.00% No change 10,148 $55K
Joel Isaacson & Co., LLC 0.00% No change 10,000 $54K
Global Retirement Partners, LLC 0.00% New 9,293 $50K
Fortitude Family Office, LLC 0.01% No change 6,000 $33K
JPMorgan Chase & Co. 0.00% New 4,100 $22K
Pinnacle Wealth Planning Services, Inc. 0.00% New 3,611 $20K
Noble Wealth Management PBC 0.01% No change 2,500 $14K
Steward Partners Investment Advisory, LLC 0.00% No change 2,270 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,000 $11K
Garton & Associates Financial Advisors LLC 0.01% — 1,700 $9K
WPG Advisers, LLC 0.01% Reduce -0.9% 1,489 $8K
Thomas J. Herzfeld Advisors, Inc. 0.00% New 1,185 $6K
Atlantic Union Bankshares Corp 0.00% No change 700 $4K
Parallel Advisors, LLC 0.00% No change 304 $2K
Blue Trust, Inc. 0.00% No change 175 $950
DV Equities, LLC 0.00% — 100 $543
Whittier Trust Co. 0.00% No change 32 $179

"% 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.