MORGAN STANLEY EMRG MRK DOM (EDD) Institutional Shareholders
MORGAN STANLEY EMRG MRK DOM (EDD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $118.84M in EDD holdings during the latest filing period.
Evergreen Capital Management Llc is currently the largest disclosed institutional shareholder of EDD tracked by InsiderSet, reporting ownership valued at approximately $21.47M in its June 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 $20.70M, representing an estimated loss of -3.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed EDD value among the investors covered in this analysis. Major shareholders include Evergreen Capital Management Llc, Pathstone Holdings, Llc, Morgan Stanley, 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
71
Total Reported Value
$118.84M
Largest Holder
Evergreen Capital Management Llc
Largest Position
$21.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
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 | 0.38% | 3,508,478 | $21,465,545 | $20,700,020 | -$765,525 | -3.57% | |
| Pathstone Holdings, Llc | 0.06% | 2,768,912 | $14,038,382 | $16,336,581 | +$2,298,199 | +16.37% | |
| Morgan Stanley | 0.00% | 2,683,395 | $13,604,817 | $15,832,031 | +$2,227,214 | +16.37% | |
| Beacon Pointe Advisors, Llc | 0.06% | 2,245,480 | $11,384,584 | $13,248,332 | +$1,863,748 | +16.37% | |
| Wells Fargo & Company/Mn | 0.00% | 1,857,357 | $9,416,801 | $10,958,406 | +$1,541,605 | +16.37% | |
| Bank Of America Corp | 0.00% | 1,805,161 | $9,152,165 | $10,650,450 | +$1,498,285 | +16.37% | |
| Invesco Ltd. | 0.00% | 1,120,900 | $5,682,963 | $6,613,310 | +$930,347 | +16.37% | |
| Rareview Capital Llc | 3.00% | 1,048,147 | $5,366,513 | $6,184,067 | +$817,554 | +15.23% | |
| Raymond James Financial Inc | 0.00% | 747,465 | $3,789,650 | $4,410,044 | +$620,394 | +16.37% | |
| Fiera Capital Corp | 0.01% | 487,989 | $2,474,104 | $2,879,135 | +$405,031 | +16.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 469,594 | $2,380,844 | $2,770,605 | +$389,761 | +16.37% | |
| Penderfund Capital Management Ltd. | 0.32% | 400,000 | $2,028,000 | $2,360,000 | +$332,000 | +16.37% | |
| Lpl Financial Llc | 0.00% | 256,641 | $1,301,171 | $1,514,182 | +$213,011 | +16.37% | |
| Hightower Advisors, Llc | 0.00% | 250,455 | $1,269,807 | $1,477,685 | +$207,878 | +16.37% | |
| Ubs Group Ag | 0.00% | 233,452 | $1,183,602 | $1,377,367 | +$193,765 | +16.37% | |
| Alexander Randolph Advisory, Inc. | 0.87% | 199,393 | $1,010,923 | $1,176,419 | +$165,496 | +16.37% | |
| Cetera Investment Advisers | 0.00% | 198,035 | $1,004,039 | $1,168,407 | +$164,368 | +16.37% | |
| &Partners | 0.00% | 196,236 | $994,917 | $1,157,792 | +$162,875 | +16.37% | |
| Royal Bank Of Canada | 0.00% | 189,142 | $959,000 | $1,115,938 | +$156,938 | +16.36% | |
| Wolverine Asset Management Llc | 0.01% | 144,744 | $733,852 | $853,990 | +$120,138 | +16.37% | |
| Bramshill Investments, Llc | 0.06% | 140,159 | $710,606 | $826,938 | +$116,332 | +16.37% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.24% | 136,584 | $692,481 | $805,846 | +$113,365 | +16.37% | |
| Kaizen Financial Strategies | 0.27% | 118,616 | $685,601 | $699,834 | +$14,233 | +2.08% | |
| Logan Stone Capital, Llc | 0.19% | 134,012 | $679,441 | $790,671 | +$111,230 | +16.37% | |
| Nations Financial Group Inc | 0.03% | 104,250 | $612,990 | $615,075 | +$2,085 | +0.34% | |
| Kestra Private Wealth Services, Llc | 0.01% | 89,729 | $527,605 | $529,401 | +$1,796 | +0.34% | |
| Guggenheim Capital Llc | 0.00% | 79,642 | $403,785 | $469,888 | +$66,103 | +16.37% | |
| Kestra Advisory Services, Llc | 0.00% | 64,153 | $377,220 | $378,503 | +$1,283 | +0.34% | |
| New England Private Wealth Advisors Llc | 0.04% | 61,781 | $363,270 | $364,508 | +$1,238 | +0.34% | |
| Xtx Topco Ltd | 0.01% | 66,019 | $334,716 | $389,512 | +$54,796 | +16.37% | |
| Ancora Advisors Llc | 0.01% | 65,254 | $330,838 | $384,999 | +$54,161 | +16.37% | |
| Moors & Cabot, Inc. | 0.01% | 59,807 | $303,221 | $352,861 | +$49,640 | +16.37% | |
| Burford Brothers, Inc. | 0.11% | 48,860 | $287,297 | $288,274 | +$977 | +0.34% | |
| Closed-End Fund Advisors, Inc. | 0.27% | 47,505 | $279,329 | $280,280 | +$951 | +0.34% | |
| Capital Investment Advisors, Llc | 0.00% | 52,467 | $266,006 | $309,555 | +$43,549 | +16.37% | |
| Susquehanna International Group, Llp | 0.00% | 52,064 | $263,964 | $307,178 | +$43,214 | +16.37% | |
| E&G Advisors, Lp | 0.05% | 44,750 | $263,130 | $264,025 | +$895 | +0.34% | |
| Pekin Hardy Strauss, Inc. | 0.02% | 38,715 | $227,644 | $228,419 | +$775 | +0.34% | |
| Corient Private Wealth Llc | 0.00% | 40,920 | $207,466 | $241,428 | +$33,962 | +16.37% | |
| Jane Street Group, Llc | 0.00% | 33,975 | $172,253 | $200,453 | +$28,200 | +16.37% | |
| Fifth Third Bancorp | 0.00% | 29,499 | $149,562 | $174,044 | +$24,482 | +16.37% | |
| Uhlmann Price Securities, Llc | 0.01% | 23,161 | $136,199 | $136,650 | +$451 | +0.33% | |
| Nomura Holdings Inc | 0.00% | 25,000 | $126,750 | $147,500 | +$20,750 | +16.37% | |
| Hamrick Investment Counsel, Llc | 0.06% | 21,200 | $110,452 | $125,080 | +$14,628 | +13.24% | |
| Papamarkou Wellner Asset Management Inc. | 0.07% | 21,500 | $109,005 | $126,850 | +$17,845 | +16.37% | |
| Mcgowan Group Asset Management, Inc. | 0.01% | 19,979 | $101,296 | $117,876 | +$16,580 | +16.37% | |
| Noble Wealth Management Pbc | 0.05% | 17,000 | $99,960 | $100,300 | +$340 | +0.34% | |
| Us Bancorp \De\ | 0.00% | 18,023 | $91,377 | $106,336 | +$14,959 | +16.37% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 18,019 | $91,358 | $106,312 | +$14,954 | +16.37% | |
| Osaic Holdings, Inc. | 0.00% | 17,980 | $91,168 | $106,082 | +$14,914 | +16.36% |
Frequently asked questions about EDD
Who owns the most EDD stock?
The largest holders of EDD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORGAN STANLEY EMRG MRK DOM (EDD).
Is EDD widely held by superinvestors?
Many widely followed stocks like EDD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EDD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.