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PHEQ MORGAN STANLEY ETF TRUST

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ETFs (fund)

18 managers (18 13F filers) reported a position in PHEQ shares at 2026-03-31, 3,337,538 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
18
13F filers
18
New
6
Added
4
Reduced
6
Sold out
3
Shares held by filers
3,337,538

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,513,510$80.3M<0.01%-355,98813F-HRTimelineGroup
LPL Financial LLC242,705$7.76M<0.01%+51,34013F-HRTimeline
Convergence Financial, LLC192,332$6.15M0.65%+99,84513F-HRTimeline
Wayfinding Financial, LLC132,063$4.22M1.83%-2,24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,430$2.09M<0.01%-7,97313F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT54,863$1.75M0.2%-87113F-HRTimeline
Integrated Wealth Concepts LLC41,082$1.31M0.01%-17,70213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,328$778K<0.01%+8,39313F-HRTimelineGroup
Savvy Advisors, Inc.22,534$720K0.02%+97213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,532$592K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,744$375K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.7,750$248K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC7,146$228K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,833$58.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,327$42.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC306$9.78K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC30$959<0.01%-19413F-HRTimeline
UBS Group AGin group UBS Group AG23$735<0.01%new13F-HRTimelineGroup