Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$689,413
+$153,244 QoQ
Shares Held
3,298
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,616
of 2,731 holders
Holding Since
Mar 2023
9 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, 2026Ethos Financial Group, LLC holds $3,013,040 across 7 Capital Markets names. MS ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,144 | $1,157,007 | |
| 2 | SCHW |
Schwab Charles Corp
|
9,593 | $885,146 | |
| 3 | MS |
Morgan Stanley
This page
|
3,298 | $689,413 | |
| 4 | DEFT |
Defi Technologies, Inc.
|
264,420 | $135,911 | |
| 5 | BRR |
ProCap Financial, Inc.
|
44,304 | $68,228 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
12,419 | $45,205 | |
| 7 | BTBT |
Bit Digital, Inc
|
17,850 | $32,130 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,413 | 3,298 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $536,169 | 3,258 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $568,096 | 3,200 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $474,495 | 2,985 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $226,362 | 1,607 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $222,023 | 1,903 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $239,245 | 1,903 | Shares | Sole | 2025-02-06 | |
| 2023-06-30 | $214,524 | 2,512 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $220,553 | 2,512 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||