Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$57,904
+$50,663 QoQ
Shares Held
277
+529.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,563
of 2,723 holders
Holding Since
Dec 2023
7 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, 2026Caitlin John, LLC holds $2,142,363 across 14 Capital Markets names. MS ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
11,337 | $986,771 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
3,833 | $514,119 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
7,521 | $448,025 | |
| 4 | GS |
Goldman Sachs Group Inc
|
60 | $60,681 | |
| 5 | MS |
Morgan Stanley
This page
|
277 | $57,904 | |
| 6 | SF |
Stifel Financial Corp
|
583 | $40,675 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
204 | $20,457 | |
| 8 | BGC |
BGC Group, Inc.
|
500 | $5,345 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,904 | 277 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $7,241 | 44 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,633 | 43 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $6,835 | 43 | Shares | Defined | 2025-11-12 | |
| 2024-06-30 | $971 | 10 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $282 | 3 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $373 | 4 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||