Morgan Stanley Emrg MRK DomEDD
13F holders, Q1 2026 (March 31)78holders +9
22new positions
10sold out
$5.10avg. 13F price*
At the end of Q1 2026, 78 institutions reported holding Morgan Stanley Emrg MRK Dom (EDD) in their 13F filings, up 9 from Q4 2025. 22 opened new positions and 10 sold out. The largest holders were Evergreen Capital Management LLC ($18.0M), Pathstone Holdings, LLC ($14.0M) and Morgan Stanley ($13.6M).
- Company
- Morgan Stanley Emrg MRK Dom
- CUSIP
- 617477104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $6.4M |
| Exits | 10 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 3,079,612 shares bought and 1,874,802 shares sold, net +1,204,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Evergreen Capital Management LLC | 0.39% | Add +0.5% | 3,460,447 | $18.0M |
| Pathstone Holdings, LLC | 0.06% | Add +23.9% | 2,768,912 | $14.0M |
| Morgan Stanley | 0.00% | Reduce -12.6% | 2,683,395 | $13.6M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.1% | 2,245,480 | $11.4M |
| Wells Fargo & Company | 0.00% | Add +30.2% | 1,857,357 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 1,805,161 | $9.2M |
| Invesco Ltd. | 0.00% | Reduce -7.1% | 1,120,900 | $5.7M |
| Rareview Capital LLC | 2.88% | Add +33.9% | 958,773 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Add +9.0% | 747,465 | $3.8M |
| Fiera Capital Corp | 0.01% | Reduce -5.0% | 487,989 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 469,594 | $2.4M |
| PenderFund Capital Management Ltd. | 0.94% | New | 400,000 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 380,237 | $1.9M |
| LPL Financial LLC | 0.00% | Add +10.6% | 256,641 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +6.6% | 250,455 | $1.3M |
| UBS Group AG | 0.00% | Add +11.3% | 233,452 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 226,549 | $1.1M |
| Alexander Randolph Advisory, Inc. | 0.87% | Reduce -82.6% | 199,393 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +8.5% | 198,035 | $1.0M |
| &partners | 0.00% | Reduce -0.4% | 196,236 | $995K |
| Royal Bank of Canada | 0.00% | Add +4.1% | 189,142 | $959K |
| Wolverine Asset Management LLC | 0.04% | Add +207.0% | 144,744 | $734K |
| Bramshill Investments, LLC | 0.06% | Reduce -0.6% | 140,159 | $711K |
| Thomas J. Herzfeld Advisors, Inc. | 0.24% | Add +11426.1% | 136,584 | $692K |
| Kaizen Financial Strategies | 0.29% | Add +4.9% | 121,694 | $688K |
| Logan Stone Capital, LLC | 0.19% | New | 134,012 | $679K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +44.3% | 93,815 | $476K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.7% | 87,568 | $444K |
| Guggenheim Capital LLC | 0.00% | Add +79.3% | 79,642 | $404K |
| XTX Topco Ltd | 0.01% | New | 66,019 | $335K |
| Ancora Advisors LLC | 0.01% | Add +85.1% | 65,254 | $331K |
| New England Private Wealth Advisors LLC | 0.04% | Add +2.3% | 60,287 | $306K |
| Moors & Cabot, Inc. | 0.01% | Reduce -23.3% | 59,807 | $303K |
| Capital Investment Advisors, LLC | 0.00% | Add +17.2% | 52,467 | $266K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.5% | 52,064 | $264K |
| Virtu Financial LLC | 0.01% | New | 50,928 | $258K |
| Burford Brothers, Inc. | 0.10% | New | 48,860 | $248K |
| Closed-End Fund Advisors, Inc. | 0.24% | Reduce -0.8% | 47,412 | $240K |
| E&G Advisors, LLC | 0.05% | Add +2.3% | 44,750 | $227K |
| Corient Private Wealth LP | 0.00% | Add +2.3% | 40,920 | $207K |
| Nwam LLC | 0.01% | Add +40.2% | 40,713 | $206K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 38,115 | $193K |
| Uhlmann Price Securities, LLC | 0.01% | Add +1.4% | 34,228 | $174K |
| Jane Street Group, LLC | 0.00% | Reduce -69.8% | 33,975 | $172K |
| Fifth Third Bancorp | 0.00% | New | 29,499 | $150K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 25,385 | $129K |
| Nomura Holdings Inc. | 0.00% | New | 25,000 | $127K |
| Choreo, LLC | 0.00% | Add +81.5% | 24,237 | $125K |
| PFG Investments, LLC | 0.01% | No change | 22,000 | $112K |
| Hamrick Investment Counsel, llc | 0.06% | New | 21,200 | $110K |
| Papamarkou Wellner Asset Management inc. | 0.07% | No change | 21,500 | $109K |
| McGowan Group Asset Management, Inc. | 0.01% | New | 19,979 | $101K |
| US Bancorp \de | 0.00% | Add +24.1% | 18,023 | $91K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -41.2% | 18,019 | $91K |
| Osaic Holdings, Inc. | 0.00% | Add +21.6% | 17,980 | $91K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.1% | 17,542 | $89K |
| Coldstream Capital Management Inc. | 0.00% | New | 16,214 | $82K |
| Harbor Advisory Corp. | 0.02% | New | 15,000 | $76K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,441 | $58K |
| Ignite Planners, LLC | 0.01% | Reduce -17.8% | 10,508 | $53K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 10,148 | $52K |
| Opinicus Capital, Inc. | 0.04% | New | 10,053 | $51K |
| Joel Isaacson & Co., LLC | 0.00% | No change | 10,000 | $51K |
| JPMorgan Chase & Co. | 0.00% | No change | 4,100 | $21K |
| Noble Wealth Management PBC | 0.01% | No change | 2,500 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,270 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.0% | 2,260 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -46.6% | 1,929 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,504 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,000 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -42.0% | 864 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 815 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 700 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 501 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 379 | $2K |
| BlackRock, Inc. | 0.00% | New | 313 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 232 | $1K |
| Whittier Trust Co. | 0.00% | No change | 32 | $167 |
"% 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.