MERCER GLOBAL ADVISORS INC /ADV

Position in MS — Morgan Stanley

CIK 853758 DENVER, CO

Position in MS

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$62,471,185

+$25,567,844 QoQ

Shares Held

298,848

+33.3% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#245

of 2,731 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. MS ranks #1 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	298,848	$62,471,185
2	GS	Goldman Sachs Group Inc	60,179	$60,863,235
3	SCHW	Schwab Charles Corp	336,105	$31,012,408
4	HOOD	Robinhood Markets, Inc.	182,980	$18,349,234
5	JEF	Jefferies Financial Group Inc.	271,560	$13,572,568
6	EVR	Evercore Inc.	23,728	$8,101,688
7	VIRT	Virtu Financial, Inc.	106,086	$6,319,543
8	IBKR	Interactive Brokers Group, Inc.	51,341	$4,468,720

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,471,185	298,848	+33.3%	Shares	Sole	2026-08-19
2026-03-31	$36,903,341	224,241	+11.5%	Shares	Sole	2026-05-15
2025-12-31	$35,707,851	201,137	+5.7%	Shares	Sole	2026-02-18
2025-09-30	$30,261,533	190,372	+6.3%	Shares	Sole	2025-11-14
2025-06-30	$25,217,179	179,023	+3.0%	Shares	Sole	2025-08-14
2025-03-31	$20,283,662	173,855	+5.0%	Shares	Sole	2025-05-15
2024-12-31	$20,816,843	165,581	-8.9%	Shares	Sole	2025-02-14
2024-09-30	$18,951,144	181,803	+6.9%	Shares	Sole	2024-11-14
2024-06-30	$16,535,225	170,133	+6.3%	Shares	Sole	2024-08-12
2024-03-31	$15,070,402	160,051	-3.0%	Shares	Sole	2024-05-15
2023-12-31	$15,378,790	164,920	+1.7%	Shares	Sole	2024-02-15
2023-09-30	$13,241,157	162,130	+1.4%	Shares	Sole	2023-11-15
2023-06-30	$13,656,655	159,914	+17.8%	Shares	Sole	2023-08-14
2023-03-31	$11,920,254	135,766	-1.0%	Shares	Sole	2023-05-16
2022-12-31	$11,653,776	137,071	+4.0%	Shares	Sole	2023-02-09
2022-09-30	$10,409,172	131,745	-19.5%	Shares	Sole	2022-11-15
2022-06-30	$12,440,677	163,564	-9.6%	Shares	Sole	2022-08-10
2022-03-31	$15,806,552	180,853	-10.5%	Shares	Sole	2022-05-10
2021-12-31	$19,824,393	201,960	+5.8%	Shares	Sole	2022-02-04
2021-09-30	$18,576,576	190,901	+0.6%	Shares	Sole	2021-11-10
2021-06-30	$17,397,535	189,743	+10.2%	Shares	Sole	2021-08-10
2021-03-31	$13,377,323	172,255	+14.7%	Shares	Sole	2021-08-10
2020-12-31	$10,291,492	150,175	+7.5%	Shares	Sole	2021-02-12
2020-09-30	$6,752,609	139,661	+3.7%	Shares	Sole	2020-12-10
2020-06-30	$6,507,797	134,737	+20.7%	Shares	Sole	2020-08-10
2020-03-31	$3,794,536	111,604	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.