IFP Advisors, Inc

Position in MS — Morgan Stanley

CIK 1641866 TAMPA, FL

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,549,128

+$1,327,342 QoQ

Shares Held

21,762

+11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#109

of 530 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. MS ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,172	$9,276,285
2	SCHW	Schwab Charles Corp	62,623	$5,778,224
3	MS	Morgan Stanley This page	21,762	$4,549,128
4	HOOD	Robinhood Markets, Inc.	12,430	$1,246,480
5	HUT	Hut 8 Corp.	5,601	$646,607
6	SF	Stifel Financial Corp	6,018	$419,875
7	WULF	Terawulf Inc.	15,124	$373,562
8	PWP	Perella Weinberg Partners	21,354	$340,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,549,128	21,762	+11.2%	Shares	Sole	2026-07-20
2026-03-31	$3,221,786	19,577	+83.1%	Shares	Sole	2026-04-13
2025-12-31	$1,898,150	10,692	+6.0%	Shares	Sole	2026-02-06
2025-09-30	$1,603,588	10,088	+21.5%	Shares	Sole	2026-02-06
2025-06-30	$1,169,278	8,301	-9.7%	Shares	Sole	2025-07-24
2025-03-31	$1,072,547	9,193	+19.0%	Shares	Sole	2025-05-05
2024-12-31	$970,935	7,723	-11.8%	Shares	Sole	2025-02-04
2024-09-30	$913,246	8,761	+75.3%	Shares	Sole	2025-02-04
2024-06-30	$485,852	4,999	+16.6%	Shares	Sole	2024-07-30
2024-03-31	$403,852	4,289	-38.9%	Shares	Sole	2024-07-30
2023-12-31	$654,521	7,019	-35.9%	Shares	Sole	2024-01-09
2023-09-30	$893,633	10,942	-4.6%	Shares	Sole	2023-10-12
2023-06-30	$979,196	11,466	+27.0%	Shares	Sole	2023-08-14
2023-03-31	$792,746	9,029	-45.8%	Shares	Sole	2023-04-18
2022-12-31	$1,417,623	16,674	+1.5%	Shares	Sole	2023-02-07
2022-09-30	$1,297,502	16,422	+36.2%	Shares	Sole	2022-11-08
2022-06-30	$916,979	12,056	0.0%	Shares	Sole	2022-09-06
2022-03-31	$1,053,694	12,056	+137.9%	Shares	Sole	2022-09-06
2021-12-31	$497,474	5,068	+3.4%	Shares	Sole	2022-01-12
2021-09-30	$477,110	4,903	-10.2%	Shares	Sole	2021-10-06
2021-06-30	$500,719	5,461	+40.9%	Shares	Sole	2021-07-13
2021-03-31	$301,010	3,876	-33.2%	Shares	Sole	2021-04-30
2020-12-31	$397,611	5,802	+114.7%	Shares	Sole	2021-01-25
2020-09-30	$130,641	2,702	-2.5%	Shares	Sole	2020-10-29
2020-06-30	$133,791	2,770	+19.4%	Shares	Sole	2020-08-05
2020-03-31	$78,846	2,319	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.