Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$564,617
-$4,714,953 QoQ
Shares Held
2,701
-91.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#240
of 416 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CoreCap Advisors, LLC holds $4,376,229 across 35 Capital Markets names. MS ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,551 | $1,568,634 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
5,897 | $591,351 | |
| 3 | MS |
Morgan Stanley
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|
2,701 | $564,617 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,104 | $378,676 | |
| 5 | IREN |
IREN Ltd
|
7,038 | $321,847 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
9,225 | $252,580 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,452 | $153,568 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
1,444 | $86,019 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,617 | 2,701 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,279,570 | 32,081 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $5,612,433 | 31,614 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,704,739 | 29,597 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $377,927 | 2,683 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,376 | 2,866 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $313,545 | 2,494 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $201,495 | 1,933 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $2,174,625 | 23,095 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,128,244 | 22,823 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,738,754 | 21,290 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,699,545 | 19,901 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $1,525,683 | 17,945 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,236,269 | 15,647 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $1,077,237 | 14,163 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $903,803 | 10,341 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $665,917 | 6,784 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||