Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,542,561
+$2,862,647 QoQ
Shares Held
55,217
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#526
of 2,718 holders
Holding Since
Jun 2021
20 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, 2026CreativeOne Wealth, LLC holds $21,994,971 across 7 Capital Markets names. MS ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
55,217 | $11,542,561 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,967 | $7,046,214 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,365 | $1,424,408 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,046 | $1,203,753 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,681 | $369,130 | |
| 6 | SNEX |
StoneX Group Inc.
|
2,718 | $214,721 | |
| 7 | CLSK |
Cleanspark, Inc.
|
13,346 | $194,184 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,542,561 | 55,217 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $8,679,914 | 52,743 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,123,187 | 34,491 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,245,838 | 33,001 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,573,054 | 25,366 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,972,517 | 25,478 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,266,353 | 18,027 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,729,445 | 16,591 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $729,022 | 7,501 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $826,916 | 8,810 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $334,584 | 3,616 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $508,642 | 5,956 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,041 | 4,431 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $379,444 | 4,463 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $352,700 | 4,464 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $844,646 | 11,105 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $465,405 | 5,325 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $205,939 | 2,098 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $244,540 | 2,513 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $210,427 | 2,295 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||