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EDD — MORGAN STANLEY EMRG MRK DOM

Reported value held$51.43M
Funds holding (latest)14
SectorFinancials
Funds holding (Q2 2026)7
Institutional value$50.78M · 8.64M sh
New / Add / Cut / Exit2 / 3 / 2 / 2
Top-5 / Top-10 concentration99.8% / 100.0%
Institutional holdings change Accumulating +12.0% (+923.62K sh)
Institutional value change Up +29.9%

As of Q2 2026, 7 SEC-registered investment managers reported holding EDD (MORGAN STANLEY EMRG MRK DOM) in their latest 13F filings, with a combined reported value of $50.78M across 8.64M shares. That is +12.0% by share count (+923.62K shares) versus the previous quarter, while reported value moved +29.9%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EDD is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 3.19M $18.76M 0.00% Add
Wells Fargo & Co history Q2 2026 2.14M $12.58M 0.00% Add
Bank of America Corp history Q2 2026 1.75M $10.27M 0.00% Reduce
Invesco Ltd history Q2 2026 1.32M $7.75M 0.00% Add
UBS Group AG history Q2 2026 224.38K $1.32M 0.00% Reduce
Millennium Management history Q4 2025 80.48K $437.01K 0.00% Reduce
Balyasny Asset Management history Q3 2025 19.74K $106.21K 0.00% New
Citadel Advisors history Q2 2026 15.54K $91.40K 0.00% New
Goldman Sachs Group history Q1 2026 11.44K $58.01K 0.00% New
Citigroup Inc history Q3 2021 5.78K $34.00K 0.00% New
PNC Financial Services history Q4 2022 3.00K $13.20K 0.00% New
BlackRock Inc history Q1 2026 313 $1.59K 0.00% New
JPMorgan Chase & Co history Q2 2026 103 $620 0.00% New
Fidelity Management & Research (FMR) history Q4 2021 1 $0 — New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 14 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 754.32K 755.19K 699.75K 2.75M 2.74M 2.92M 2.97M 3.45M 3.78M 1.10M 1.11M 1.08M 1.21M 1.47M 1.99M 2.19M 2.89M 3.07M 2.68M 3.19M
Wells Fargo & Co 1.90M 1.88M 1.88M 1.50M 1.57M 1.41M 1.32M 1.34M 1.26M 1.24M 1.53M 1.57M 1.73M 1.58M 1.64M 1.64M 1.60M 1.43M 1.86M 2.14M
Bank of America Corp 3.96M 3.97M 4.45M 4.32M 4.23M 3.93M 3.84M 3.58M 3.52M 3.39M 3.58M 3.61M 1.53M 1.55M 1.77M 1.78M 1.81M 1.81M 1.81M 1.75M
Invesco Ltd 1.22M 1.29M 1.20M 1.13M 1.10M 1.12M 1.11M 1.07M 959.80K 1.03M 1.08M 1.00M 973.86K 1.10M 1.03M 1.11M 1.20M 1.21M 1.12M 1.32M
UBS Group AG 181.06K 161.18K 164.41K 167.23K 178.91K 175.51K 175.61K 173.73K 177.87K 174.23K 159.94K 159.36K 152.65K 150.47K 196.44K 206.29K 214.48K 209.76K 233.45K 224.38K
Citadel Advisors — 17.68K 28.76K 224.42K 257.30K 120.90K 35.26K 40.68K 29.79K 14.05K 37.64K — — 96.15K — 11.27K 17.59K — — 15.54K
JPMorgan Chase & Co — — — — — — 3.14K 1.21K — — 3.09K — — — — — — 4.10K — 103
BlackRock Inc — — — — — — — — — — — — — — — — — — 313 —
Goldman Sachs Group — — — — — — — — — — — — — — — — — — 11.44K —
Balyasny Asset Management — — — — — — — — — — — — — — — — 19.74K — — —
Millennium Management — — — — — — — — — — — — — — 13.73K — 136.00K 80.48K — —
Fidelity Management & Research (FMR) — 1 — — — — — — — — — — — — — — — — — —
Citigroup Inc 5.78K — — — — — — — — — — — — — — — — — — —
PNC Financial Services — — — — — 3.00K — — — — — — — — — — — — — —

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