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PHEQ MORGAN STANLEY ETF TRUST

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ETFs (fund)

16 managers (16 13F filers) reported a position in PHEQ shares at 2026-06-30, 3,468,710 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
4
Reduced
5
Sold out
6
Shares held by filers
3,468,710

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY2,851,047$98.6M0.01%+337,53713F-HRTimelineGroup
LPL Financial LLC309,167$10.7M<0.01%+66,46213F-HRTimeline
Wayfinding Financial, LLC93,892$3.25M1.23%-38,17113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT54,623$1.89M0.19%-24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,206$1.53M<0.01%-21,22413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,931$931K<0.01%+2,60313F-HRTimelineGroup
OLD MISSION CAPITAL LLC25,050$866K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC24,164$835K<0.01%-16,91813F-HRTimeline
Savvy Advisors, Inc.22,741$786K0.02%+20713F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC11,715$405K0.17%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,833$63.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1,167$40.3K<0.01%-16013F-HRTimeline
Regatta Research & Money Management1,078$37.3K0.04%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP590$20.3K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC306$10.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$6.91K<0.01%new13F-HRTimelineGroup