Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,432,995
+$18,702,038 QoQ
Shares Held
389,557
+2.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#200
of 2,723 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. MS ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
126,209 | $127,643,996 | |
| 2 | MS |
Morgan Stanley
This page
|
389,557 | $81,432,995 | |
| 3 | SCHW |
Schwab Charles Corp
|
626,708 | $57,826,347 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
453,791 | $45,506,161 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
224,287 | $19,521,940 | |
| 6 | IREN |
IREN Ltd
|
392,080 | $17,929,818 | |
| 7 | HUT |
Hut 8 Corp.
|
46,739 | $5,395,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
18,019 | $5,075,591 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,432,995 | 389,557 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $62,730,957 | 381,181 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $62,608,262 | 352,663 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,238,105 | 341,206 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,176,684 | 221,331 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,176,824 | 207,224 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,073,745 | 191,487 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,959,718 | 172,292 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,890,965 | 153,215 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $21,060,578 | 223,668 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $9,701,263 | 104,035 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,839,421 | 95,989 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,451,867 | 98,968 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,248,019 | 93,941 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,750,258 | 102,920 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,794,978 | 35,375 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,219,958 | 81,777 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,419,473 | 84,891 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,860,162 | 80,075 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,001,217 | 82,224 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,920,239 | 64,568 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,327,476 | 68,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,154,621 | 75,217 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $509,802 | 10,544 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $221,648 | 4,589 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||