Vident Advisory, LLC

Position in MS — Morgan Stanley

CIK 1744347 Alpharetta, GA

Position in MS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,686,955

+$823,844 QoQ

Shares Held

83,168

+14.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 65.62620238553289.ToString("F0")% Shared 0.ToString("F0")% None 34.37379761446711.ToString("F0")%

Financial Services · as of Mar 31, 2026

Vident Advisory, LLC holds $225,456,555 across 37 Capital Markets names. MS ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	549,823	$51,672,363
2	IREN	IREN Ltd	842,881	$28,893,958
3	WULF	Terawulf Inc.	1,427,534	$20,599,313
4	GS	Goldman Sachs Group Inc	22,536	$19,065,229
5	MS	Morgan Stanley This page	83,168	$13,686,955
6	MARA	MARA Holdings, Inc.	1,544,885	$12,606,260
7	RIOT	Riot Platforms, Inc.	918,755	$11,355,809
8	CLSK	Cleanspark, Inc.	1,301,853	$11,078,767

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,686,955	83,168	+14.8%	Shares	Sole	2026-05-15
2025-12-31	$12,863,111	72,456	+64.4%	Shares	Sole	2026-02-18
2025-09-30	$7,005,525	44,071	+12.2%	Shares	Defined	2025-11-14
2025-06-30	$5,531,570	39,270	-30.7%	Shares	Defined	2025-08-14
2025-03-31	$6,610,171	56,657	+139.1%	Shares	Defined	2025-05-15
2024-12-31	$2,979,185	23,697	+10.3%	Shares	Defined	2025-02-14
2024-09-30	$2,239,074	21,480	-46.2%	Shares	Defined	2024-11-14
2024-06-30	$3,882,740	39,950	+138.5%	Shares	Sole	2024-08-14
2024-03-31	$1,577,462	16,753	+14.5%	Shares	Defined	2024-05-14
2023-12-31	$1,364,526	14,633	-9.2%	Shares	Sole	2024-02-14
2023-09-30	$1,315,785	16,111	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.