Position in MS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$536,169
-$31,927 QoQ
Shares Held
3,258
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 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 Mar 31, 2026Ethos Financial Group, LLC holds $3,057,517 across 7 Capital Markets names. MS ranks #4 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,612 | $903,335 | |
| 2 | GS |
Goldman Sachs Group Inc
|
930 | $786,770 | |
| 3 | HUT |
Hut 8 Corp.
|
11,800 | $553,538 | |
| 4 | MS |
Morgan Stanley
This page
|
3,258 | $536,169 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
264,420 | $146,224 | |
| 6 | BRR |
ProCap Financial, Inc.
|
44,304 | $93,481 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
20,000 | $38,000 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||