Position in MIAX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,324,032
-$9,315,491 QoQ
Shares Held
950,593
-17.1% QoQ
Ownership
0.958%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MIAX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,539,905,929 across 78 Capital Markets names. MIAX ranks #35 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in MIAX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,324,032 | 950,593 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,639,523 | 1,146,956 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,802,607 | 220,879 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $20,974,532 | 520,977 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||