Parametric Hedged Equity ETFPHEQETF
13F holders, Q4 2025 (December 31)16holders +5
6new positions
1sold out
$32.57avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding Parametric Hedged Equity ETF (PHEQ) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($93.5M), Fiducient Advisors LLC ($7.9M) and LPL Financial LLC ($6.2M).
- Company
- Parametric Hedged Equity ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2025)
- CUSIP
- 61774R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $14.7M |
| Exits | 1 | $4.4M |
All 13F filers, Q3 2025 → Q4 2025: 690,304 shares bought and 137,134 shares sold, net +553,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Morgan Stanley | 0.01% | Add +5.1% | 2,869,498 | $93.5M |
| Fiducient Advisors LLC | 0.98% | New | 243,980 | $7.9M |
| LPL Financial LLC | 0.00% | Add +105.3% | 191,365 | $6.2M |
| Wayfinding Financial, LLC | 1.85% | Add +0.6% | 134,303 | $4.4M |
| Convergence Financial, LLC | 0.44% | New | 92,487 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | New | 73,403 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.4% | 58,784 | $1.9M |
| Sheets Smith Wealth Management | 0.20% | Add +0.9% | 55,734 | $1.8M |
| Old Mission Capital LLC | 0.05% | New | 39,289 | $1.3M |
| Savvy Advisors, Inc. | 0.02% | Add +0.0% | 21,562 | $702K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.5% | 15,935 | $519K |
| Smith, Moore & Co. | 0.02% | No change | 7,750 | $252K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 6,634 | $216K |
| Comerica Bank | 0.00% | No change | 2,831 | $92K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,327 | $43K |
| CoreCap Advisors, LLC | 0.00% | New | 224 | $7K |
"% of holder's portfolio" is PHEQ's weight in each manager's 13F, not the share of Parametric Hedged Equity ETF the manager owns.