13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
EDD

MORGAN STANLEY EMERGING MKTS

81 institutions still hold MORGAN STANLEY EMERGING MKTS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 617477104·81 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$107M
53.0% inst. owned
of float
Holders
81
-118 QoQ
filers reporting
Activity
+42 / −100
+893 added · −764 reduced
this quarter
Concentration
16.89%
EVERGREEN CAPITAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

81 institutions reported EDD in Q1 2026. EVERGREEN CAPITAL MANAGEMENT LLC leads at 16.9% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$18M3.5M0.39%Q1 202602
Pathstone Holdings, LLC
CIK 0002011612
$14M2.8M0.06%Q1 202603
MORGAN STANLEY
CIK 0000895421
$14M2.7M0.00%Q1 202604
Beacon Pointe Advisors, LLC
CIK 0001744317
$11M2.2M0.06%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$9M1.9M0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M1.8M0.00%Q1 202607
Invesco Ltd.
CIK 0000914208
$6M1.1M0.00%Q1 202608
Rareview Capital LLC
CIK 0002044533
$5M959K2.88%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M747K0.00%Q1 202610
Fiera Capital Corp
CIK 0001505817
$2M488K0.01%Q1 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$2M470K0.00%Q1 202612
PenderFund Capital Management Ltd.
CIK 0001706164
$2M400K0.32%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M380K0.00%Q1 202614
LPL Financial LLC
CIK 0001403438
$1M257K0.00%Q1 202615
HighTower Advisors, LLC
CIK 0001462245
$1M250K0.00%Q1 202616
UBS Group AG
CIK 0001610520
$1M233K0.00%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$1M227K0.01%Q1 202618
Alexander Randolph Advisory, Inc.
CIK 0000874816
$1M199K0.87%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$1M198K0.00%Q1 202620
&PARTNERS
CIK 0000107136
$994,917196K0.00%Q1 2026
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