Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$17,165,802
-$27,982,029 QoQ
Shares Held
104,307
-59.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 97.29452481616767.ToString("F0")%
Shared 0.ToString("F0")%
None 2.7054751838323408.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $63,160,145 across 8 Capital Markets names. MS ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,612 | $21,667,495 | |
| 2 | MS |
Morgan Stanley
This page
|
104,307 | $17,165,802 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
66,579 | $9,562,075 | |
| 4 | SCHW |
Schwab Charles Corp
|
96,426 | $9,062,114 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
159,986 | $2,951,741 | |
| 6 | MARA |
MARA Holdings, Inc.
|
265,136 | $2,163,509 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,214 | $569,230 | |
| 8 | ABTC |
American Bitcoin Corp.
|
19,675 | $18,179 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,165,802 | 104,307 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $45,147,831 | 254,311 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,485,186 | 248,397 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,095,197 | 234,951 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,779,869 | 220,964 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,930,424 | 190,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,668,418 | 150,311 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,045,728 | 123,940 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,909,136 | 94,617 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,121,235 | 87,091 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,167,032 | 87,756 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,769,094 | 90,973 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,500,005 | 96,811 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,615,400 | 66,048 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,800,015 | 60,752 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||