Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$230,153
+$228,851 QoQ
Shares Held
1,101
+5694.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,297
of 2,723 holders
Holding Since
Dec 2020
2 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, 2026Inspire Advisors, LLC holds $7,238,351 across 6 Capital Markets names. MS ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
59,637 | $2,980,657 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
30,461 | $2,651,325 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
5,019 | $673,198 | |
| 4 | MRX |
Marex Group Ltd
|
6,025 | $367,223 | |
| 5 | IREN |
IREN Ltd
|
7,343 | $335,795 | |
| 6 | MS |
Morgan Stanley
This page
|
1,101 | $230,153 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,153 | 1,101 | Shares | Defined | 2026-08-13 | |
| 2020-12-31 | $1,302 | 19 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||