MORGAN STANLEY ETF TRUST

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PHEQ·61774R874·US·ETF

PHEQ (MORGAN STANLEY ETF TRUST) is held by 10 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($98.6M), LPL Financial LLC ($10.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.5M). Net institutional sentiment: Mixed.

10

Holders

(1 Elite)

$112.3M

Total Value

45% (11)

Consensus

5 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)49

Activist (13D/13G)67

Congressional (STOCK Act)79

Holder Quality

85

★★★★★

Elite

89

★★★★

Strong

13

★★★

Solid

51

★★

Below

42

★

Weak

Held by 10 funds

1 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PHEQ.

Top Holders

Top Holders (10)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	2.9M(+13.4%)	$98.6M	0.0%	+21.32%	34
LPL Financial LLC	Increased	309,167(+27.4%)	$10.7M	0.0%	+10.28%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	44,206(-32.4%)	$1.5M	0.0%	+10.40%	0
OSAIC HOLDINGS, INC.	Increased	26,931(+10.7%)	$931,283	0.0%	+23.70%	28
IWIntegrated Wealth Concepts LLC	Decreased	12,082(-70.6%)	$417,689	0.0%	+13.59%	0
FIFTH THIRD BANCORP	Unchanged	1,833	$63,369	0.0%	+10.47%	0
Farther Finance Advisors, LLC	Decreased	1,167(-12.1%)	$40,345	0.0%	+6.39%	0
JONES FINANCIAL COMPANIES LLLP	New	590	$20,255	0.0%	+3.63%	29
Aptus Capital Advisors, LLC	Unchanged	306	$10,579	0.0%	+10.47%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	200	$6,914	0.0%	+3.77%	25
UBS Group AG	Exited	0(-100.0%)	$735	0.0%	+8.33%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$592,229	0.0%	+8.33%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$375,303	0.0%	+6.60%	0

PHEQMORGAN STANLEY ETF TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer