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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 2025-12-31, 3,815,106 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
6
Added
6
Reduced
1
Sold out
1
Shares held by filers
3,815,106

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,869,498$93.5M0.01%+139,33313F-HR/ATimelineGroup
FIDUCIENT ADVISORS LLC243,980$7.95M0.98%new13F-HRTimeline
LPL Financial LLC191,365$6.23M<0.01%+98,15413F-HRTimeline
Wayfinding Financial, LLC134,303$4.37M1.85%+76613F-HRTimeline
Convergence Financial, LLC92,487$3.01M0.44%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,403$2.39M<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC58,784$1.91M0.02%+81613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT55,734$1.82M0.2%+51613F-HRTimeline
OLD MISSION CAPITAL LLC39,289$1.28M0.05%new13F-HRTimeline
Savvy Advisors, Inc.21,562$702K0.02%+913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,935$519K<0.01%-2,70413F-HRTimelineGroup
SMITH, MOORE & CO.7,750$252K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,634$216K<0.01%013F-HRTimelineGroup
COMERICA BANK2,831$92.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,327$43.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC224$7.3K<0.01%new13F-HRTimeline