Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,137,386
+$411,962 QoQ
Shares Held
5,441
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,328
of 2,722 holders
Holding Since
Dec 2021
16 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $7,917,996 across 19 Capital Markets names. MS ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,227 | $3,263,690 | |
| 2 | IREN |
IREN Ltd
|
35,304 | $1,614,451 | |
| 3 | MS |
Morgan Stanley
This page
|
5,441 | $1,137,386 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,319 | $1,136,674 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
44,733 | $595,396 | |
| 6 | SBET |
Sharplink, Inc.
|
13,696 | $65,740 | |
| 7 | WULF |
Terawulf Inc.
|
1,650 | $40,755 | |
| 8 | AXG |
Solowin Holdings, Ltd.
|
6,150 | $20,110 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,386 | 5,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $725,424 | 4,408 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $889,247 | 5,009 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $238,598 | 1,501 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $494,277 | 3,509 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $363,193 | 3,113 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $371,251 | 2,953 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $272,034 | 2,799 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $261,105 | 2,773 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $283,013 | 3,035 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $415,557 | 4,733 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $450,691 | 5,301 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $411,247 | 5,205 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $400,836 | 5,270 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $405,099 | 4,635 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $365,744 | 3,726 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||