PHEQ MORGAN STANLEY ETF TRUST

ETFs (fund)

11 managers (11 13F filers) reported a position in PHEQ shares at 2025-09-30, 3,261,936 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers: 11
13F filers: 11
New: 3
Added: 3
Reduced: 3
Sold out: 5
Shares held by filers: 3,261,936

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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	2,730,165	$87.4M	0.01%	+401,193	13F-HR/A Timeline Group
von Borstel & Associates, Inc.	134,430	$4.36M	0.67%	new	13F-HR Timeline
Wayfinding Financial, LLC	133,537	$4.28M	1.84%	-35	13F-HR Timeline
LPL Financial LLC	93,211	$2.98M	<0.01%	+33,882	13F-HR Timeline
Integrated Wealth Concepts LLC	57,968	$1.86M	0.02%	+47,483	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	55,218	$1.77M	0.2%	new	13F-HR Timeline
Savvy Advisors, Inc.	21,553	$690K	0.03%	0	13F-HR Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	18,639	$596K	<0.01%	-1,746	13F-HR Timeline Group
SMITH, MOORE & CO.	7,750	$248K	0.02%	0	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	6,634	$212K	<0.01%	new	13F-HR Timeline Group
COMERICA BANK	2,831	$90.6K	<0.01%	-20	13F-HR Timeline