PHEQ MORGAN STANLEY ETF TRUST
FollowETFs (fund)
14 managers (14 13F filers) reported a position in PHEQ shares at 2025-06-30, 2,853,793 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 5
- Added
- 3
- Reduced
- 5
- Sold out
- 0
- Shares held by filers
- 2,853,793
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 2,328,972 | $71.4M | <0.01% | -27,324 | 13F-HRTimelineGroup |
| Private Advisor Group, LLC | 195,374 | $5.99M | 0.03% | new | 13F-HRTimeline |
| Wayfinding Financial, LLC | 133,572 | $4.16M | 1.86% | -827 | 13F-HRTimeline |
| LPL Financial LLC | 59,329 | $1.82M | <0.01% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 41,983 | $1.29M | 0.03% | +10,926 | 13F-HRTimeline |
| Savvy Advisors, Inc. | 21,553 | $661K | 0.04% | +1,895 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 20,385 | $625K | <0.01% | -566 | 13F-HR/ATimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 19,937 | $611K | <0.01% | -35,650 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 11,601 | $356K | <0.01% | +10,637 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 10,485 | $322K | <0.01% | new | 13F-HRTimeline |
| SMITH, MOORE & CO. | 7,750 | $238K | 0.02% | new | 13F-HRTimeline |
| COMERICA BANK | 2,851 | $87.4K | <0.01% | -500 | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 1 | $31 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |