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Disclosery

EDD MORGAN STANLEY EMERGING MKTS

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COM (fund), issuer CIK 1388141

64 managers (65 13F filers) reported a position in EDD shares at 2024-12-31, 24,415,158 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
64
13F filers
65
New
9
Added
18
Reduced
20
Sold out
5
Shares held by filers
24,415,158

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,795,139$21.8M0.1%+396,00713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,599,524$16.9M0.55%+741,48013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,915,778$8.7M0.16%+76,96813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,584,943$7.2M<0.01%-144,58313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,550,885$7.04M<0.01%+22,30713F-HRTimelineGroup
Alexander Randolph Advisory, Inc.1,488,307$6.76M6.26%-9,95813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,466,573$6.66M<0.01%+254,56913F-HR/ATimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,299,351$5.9M0.15%-1,395,24013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,104,066$5.01M<0.01%+130,20213F-HRTimelineGroup
Rareview Capital LLC683,475$3.44M2.49%+60,34913F-HRTimeline
GraniteShares Advisors LLC549,205$2.49M1.58%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC485,492$2.2M<0.01%13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…467,808$2.12M0.01%new13F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp410,948$1.87M0.01%013F-HRTimelineGroup
Matisse Capital361,421$1.64M0.83%013F-HRTimeline
HighTower Advisors, LLC279,343$1.27M<0.01%-5,31913F-HRTimeline
Private Advisor Group, LLC185,084$840K<0.01%+28,83413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA180,698$821K<0.01%-2,00413F-HRTimelineGroup
Shaker Financial Services, LLC150,586$709K0.27%-80,76013F-HRTimeline
UBS Group AGin group UBS Group AG150,472$683K<0.01%-2,17913F-HRTimelineGroup
Bramshill Investments, LLC144,863$658K0.1%-1,65613F-HRTimeline
LPL Financial LLC140,573$638K<0.01%-4,53513F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC135,758$616K0.03%+37,68113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding130,132$591K+59,546Timeline
Pekin Hardy Strauss, Inc.128,750$585K0.07%+15,80113F-HRTimeline
PFG Investments, LLC99,500$452K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC96,150$437K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC85,652$403K<0.01%013F-HRTimeline
Moors & Cabot, Inc.82,691$375K0.02%-2,83313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV73,600$334K0.02%013F-HRTimeline
Avior Wealth Management, LLC57,085$259K0.01%-1,72813F-HRTimeline
Bulldog Investors, LLP55,414$252K0.07%+42,82013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC48,871$222K<0.01%+21,10013F-HRTimelineGroup
NewEdge Advisors, LLC46,950$213K<0.01%-3,00013F-HRTimeline
Almitas Capital LLC36,094$164K0.04%013F-HRTimeline
E&G Advisors, LLC35,500$161K0.04%-7,90013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC30,374$138K0.1%+27113F-HRTimeline
COMERICA BANK28,970$132K<0.01%+6,01013F-HR/ATimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…28,554$130K0.01%-5,16313F-HRTimelineGroup
Independent Advisor Alliance25,804$117K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,763$112K<0.01%new13F-HRTimelineGroup
Papamarkou Wellner Asset Management inc.21,500$97.6K0.07%13F-HRTimeline
PenderFund Capital Management Ltd.14,146$92.3K0.02%013F-HRTimeline
Capital Investment Advisors, LLC17,700$80.4K<0.01%-3,42013F-HRTimeline
Formidable Asset Management, LLC15,088$68.5K0.01%-14,84313F-HRTimeline
Ignite Planners, LLC15,264$68.4K0.02%-2413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,540$52.4K<0.01%+1,94413F-HR/ATimelineGroup
Sanctuary Advisors, LLC11,016$52.2K<0.01%+1,00013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp10,700$48.6K<0.01%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC10,578$48K<0.01%new13F-HRTimeline
One Capital Management, LLC10,060$45.7K<0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd10,148$45K<0.01%013F-HRTimeline
Fortitude Family Office, LLC6,000$27.2K0.01%013F-HRTimeline
Tortoise Investment Management, LLC5,090$23.1K<0.01%-21,21013F-HR/ATimeline
Financial Perspectives, Inc2,272$10.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,270$10.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,172$10K<0.01%-1613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,000$9.08K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.1,300$5.9K<0.01%013F-HRTimeline
WPG Advisers, LLC596$2.71K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.424$1.93K<0.01%+11813F-HRTimeline
WHITTIER TRUST CO100$452<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC48$00%-5,00013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.