EDD Institutional Ownership & Shareholders
MORGAN STANLEY EMRG MRK DOM (EDD) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $124.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Evergreen Capital Management Llc is currently the largest disclosed institutional shareholder of EDD tracked by InsiderSet, reporting ownership valued at approximately $19.54M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.79M, representing an estimated gain of +1.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed EDD value among the investors covered in this analysis. Major shareholders include Evergreen Capital Management Llc, Morgan Stanley, Pathstone Holdings, Llc, and several other long-term asset managers with concentrated positions in MORGAN STANLEY EMRG MRK DOM (EDD).
This page ranks the largest institutional EDD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
66
Total Reported Value
$124.06M
Largest Holder
Evergreen Capital Management Llc
Largest Position
$19.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Evergreen Capital Management Llc | 0.35% | 3,572,870 | $19,538,509 | $19,793,700 | +$255,191 | +1.31% | |
| Morgan Stanley | 0.00% | 3,190,806 | $18,761,949 | $17,677,065 | -$1,084,884 | -5.78% | |
| Pathstone Holdings, Llc | 0.06% | 2,768,912 | $14,038,382 | $15,339,772 | +$1,301,390 | +9.27% | |
| Beacon Pointe Advisors, Llc | 0.06% | 2,295,245 | $13,496,041 | $12,715,657 | -$780,384 | -5.78% | |
| Wells Fargo & Company/Mn | 0.00% | 2,139,652 | $12,581,152 | $11,853,672 | -$727,480 | -5.78% | |
| Bank Of America Corp | 0.00% | 1,746,984 | $10,272,268 | $9,678,291 | -$593,977 | -5.78% | |
| Invesco Ltd. | 0.00% | 1,318,162 | $7,750,792 | $7,302,617 | -$448,175 | -5.78% | |
| Rareview Capital Llc | 3.00% | 1,048,147 | $5,366,513 | $5,806,734 | +$440,221 | +8.20% | |
| Raymond James Financial Inc | 0.00% | 516,162 | $3,035,034 | $2,859,537 | -$175,497 | -5.78% | |
| Fiera Capital Corp | 0.01% | 505,073 | $2,969,829 | $2,798,104 | -$171,725 | -5.78% | |
| Penderfund Capital Management Ltd. | 0.38% | 504,800 | $2,968,224 | $2,796,592 | -$171,632 | -5.78% | |
| Lpl Financial Llc | 0.00% | 259,740 | $1,527,272 | $1,438,960 | -$88,312 | -5.78% | |
| Ubs Group Ag | 0.00% | 224,384 | $1,319,378 | $1,243,087 | -$76,291 | -5.78% | |
| Cetera Investment Advisers | 0.00% | 209,107 | $1,229,551 | $1,158,453 | -$71,098 | -5.78% | |
| &Partners | 0.00% | 207,214 | $1,216,287 | $1,147,966 | -$68,321 | -5.62% | |
| Royal Bank Of Canada | 0.00% | 185,989 | $1,094,000 | $1,030,379 | -$63,621 | -5.82% | |
| Bramshill Investments, Llc | 0.06% | 141,666 | $832,996 | $784,830 | -$48,166 | -5.78% | |
| Guggenheim Capital Llc | 0.00% | 120,476 | $708,399 | $667,437 | -$40,962 | -5.78% | |
| Kaizen Financial Strategies | 0.27% | 132,501 | $696,956 | $734,056 | +$37,100 | +5.32% | |
| Nations Financial Group Inc | 0.03% | 104,250 | $612,990 | $577,545 | -$35,445 | -5.78% | |
| Imc-Chicago, Llc | 0.00% | 80,605 | $473,957 | $446,552 | -$27,405 | -5.78% | |
| Kestra Private Wealth Services, Llc | 0.01% | 90,000 | $473,398 | $498,600 | +$25,202 | +5.32% | |
| Capital Investment Advisors, Llc | 0.01% | 74,838 | $393,650 | $414,603 | +$20,953 | +5.32% | |
| Ancora Advisors Llc | 0.01% | 65,254 | $383,694 | $361,507 | -$22,187 | -5.78% | |
| Kestra Advisory Services, Llc | 0.00% | 64,153 | $377,220 | $355,408 | -$21,812 | -5.78% | |
| New England Private Wealth Advisors Llc | 0.03% | 64,255 | $337,981 | $355,973 | +$17,992 | +5.32% | |
| Alexander Randolph Advisory, Inc. | 0.28% | 57,370 | $337,336 | $317,830 | -$19,506 | -5.78% | |
| Moors & Cabot, Inc. | 0.01% | 54,486 | $320,378 | $301,852 | -$18,526 | -5.78% | |
| Closed-End Fund Advisors, Inc. | 0.27% | 47,505 | $279,329 | $263,178 | -$16,151 | -5.78% | |
| Burford Brothers, Inc. | 0.09% | 48,860 | $257,004 | $270,684 | +$13,680 | +5.32% | |
| E&G Advisors, Lp | 0.05% | 44,750 | $235,385 | $247,915 | +$12,530 | +5.32% | |
| Pekin Hardy Strauss, Inc. | 0.02% | 38,715 | $227,644 | $214,481 | -$13,163 | -5.78% | |
| Osaic Holdings, Inc. | 0.00% | 36,277 | $213,338 | $200,975 | -$12,363 | -5.80% | |
| Readystate Asset Management Lp | 0.01% | 32,914 | $193,534 | $182,344 | -$11,190 | -5.78% | |
| Rockefeller Capital Management L.P. | 0.00% | 32,842 | $193,111 | $181,945 | -$11,166 | -5.78% | |
| Fifth Third Bancorp | 0.00% | 29,423 | $173,009 | $163,003 | -$10,006 | -5.78% | |
| Uhlmann Price Securities, Llc | 0.01% | 23,161 | $136,199 | $128,312 | -$7,887 | -5.79% | |
| Papamarkou Wellner Asset Management Inc. | 0.08% | 21,500 | $126,420 | $119,110 | -$7,310 | -5.78% | |
| Mcgowan Group Asset Management, Inc. | 0.01% | 20,451 | $120,251 | $113,299 | -$6,952 | -5.78% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 18,569 | $109,190 | $102,872 | -$6,318 | -5.79% | |
| Susquehanna International Group, Llp | 0.00% | 18,359 | $107,951 | $101,709 | -$6,242 | -5.78% | |
| Us Bancorp \De\ | 0.00% | 18,023 | $105,975 | $99,847 | -$6,128 | -5.78% | |
| Newedge Advisors, Llc | 0.00% | 17,542 | $103,147 | $97,183 | -$5,964 | -5.78% | |
| Two Sigma Securities, Llc | 0.01% | 17,215 | $101,224 | $95,371 | -$5,853 | -5.78% | |
| Coldstream Capital Management Inc | 0.00% | 16,214 | $95,340 | $89,826 | -$5,514 | -5.78% | |
| Alpine Global Management, Llc | 0.02% | 16,083 | $94,568 | $89,100 | -$5,468 | -5.78% | |
| Citadel Advisors Llc | 0.00% | 15,544 | $91,399 | $86,114 | -$5,285 | -5.78% | |
| Private Advisor Group, Llc | 0.00% | 15,075 | $88,641 | $83,516 | -$5,126 | -5.78% | |
| Harbor Advisory Corp | 0.02% | 15,000 | $88,200 | $83,100 | -$5,100 | -5.78% | |
| Virtu Financial Llc | 0.00% | 14,474 | $85,000 | $80,186 | -$4,814 | -5.66% |
Frequently asked questions about EDD
Who are the largest institutional holders of EDD?
The largest institutional holders of EDD reported in the latest SEC Form 13F filings include Evergreen Capital Management Llc, Morgan Stanley, Pathstone Holdings, Llc, Beacon Pointe Advisors, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported EDD position.
What is EDD institutional ownership?
This page tracks EDD positions reported by institutional investment managers through SEC Form 13F. MORGAN STANLEY EMRG MRK DOM (EDD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EDD?
InsiderSet currently tracks 66 institutional managers reporting EDD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EDD shareholders.
How much EDD stock do institutions own?
Institutional investment managers disclosed approximately $124.06M in EDD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EDD institutional ownership last updated?
The latest EDD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EDD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EDD position after the reporting date.
Are institutions buying or selling EDD?
Institutional buying and selling can be analyzed by comparing EDD positions across consecutive 13F reporting periods. InsiderSet's EDD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EDD ownership changes.
How has EDD institutional ownership changed over time?
InsiderSet tracks EDD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.