Position in DEFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,794
-$5,755 QoQ
Shares Held
90,049
+22.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,650,547,353 across 77 Capital Markets names. DEFT ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,816,599 | $5,766,774,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,033,942 | $2,070,749,858 | |
| 3 | MS |
Morgan Stanley
|
6,127,396 | $1,008,385,555 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,420,694 | $791,454,086 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4,981,737 | $475,307,519 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,283,665 | $386,164,935 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,765,572 | $319,626,906 | |
| 8 | EVR |
Evercore Inc.
|
917,801 | $273,972,767 |
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,794 | 90,049 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,549 | 73,578 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $140,587 | 66,630 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $200,795 | 68,531 | Shares | Defined | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||