DOSSIER · 13F Holders · Q2 2026
MS 0 01/03/28 dMTs

MORGAN STANLEY FIN 0 28 DUE 01/03/28

2 institutions still hold MORGAN STANLEY FIN 0 28 DUE 01/03/28 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774H5W4·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$439K
visible holders
Holders
2
filers reporting
Concentration
51.49%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported MS 0 01/03/28 dMTs in Q2 2026. Financial Gravity Companies, Inc. leads at 51.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$226K200K0.04%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$213K200K0.04%Q1 2026