MSMR Institutional Ownership & Shareholders
M/S MANAGED RISK ETF (MSMR) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mcelhenny Sheffield Capital Management, Llc is currently the largest disclosed institutional shareholder of MSMR tracked by InsiderSet, reporting ownership valued at approximately $120.28M 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 $121.27M, representing an estimated gain of +0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MSMR value among the investors covered in this analysis. Major shareholders include Mcelhenny Sheffield Capital Management, Llc, Accurate Wealth Management, Llc, Aptus Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in M/S MANAGED RISK ETF (MSMR).
This page ranks the largest institutional MSMR 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
17
Total Reported Value
$157.46M
Largest Holder
Mcelhenny Sheffield Capital Management, Llc
Largest Position
$120.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mcelhenny Sheffield Capital Management, Llc | 29.79% | 3,420,997 | $120,282,249 | $121,274,344 | +$992,095 | +0.82% | |
| Accurate Wealth Management, Llc | 0.91% | 304,867 | $10,557,910 | $10,807,535 | +$249,625 | +2.36% | |
| Aptus Capital Advisors, Llc | 0.07% | 257,595 | $9,057,029 | $9,131,743 | +$74,714 | +0.82% | |
| United Advisor Group, Llc | 0.86% | 229,792 | $8,079,487 | $8,146,126 | +$66,639 | +0.82% | |
| Janney Montgomery Scott Llc | 0.00% | 71,935 | $2,529,000 | $2,550,096 | +$21,096 | +0.83% | |
| Heritage Oak Wealth Advisors Llc | 0.68% | 64,556 | $2,215,847 | $2,288,510 | +$72,663 | +3.28% | |
| Cerity Partners Llc | 0.00% | 45,496 | $1,599,639 | $1,612,833 | +$13,194 | +0.82% | |
| Worthpointe, Llc | 0.37% | 42,347 | $1,488,921 | $1,501,201 | +$12,280 | +0.82% | |
| Lasalle St. Investment Advisors, Llc | 0.07% | 15,839 | $556,890 | $561,493 | +$4,603 | +0.83% | |
| Stifel Financial Corp | 0.00% | 9,962 | $350,260 | $353,153 | +$2,893 | +0.83% | |
| Brookwood Investment Group Llc | 0.03% | 7,842 | $275,725 | $277,999 | +$2,274 | +0.82% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 6,556 | $225,029 | $232,410 | +$7,381 | +3.28% | |
| Susquehanna International Group, Llp | 0.00% | 6,354 | $223,407 | $225,249 | +$1,842 | +0.82% | |
| Morgan Stanley | 0.00% | 270 | $9,497 | $9,572 | +$75 | +0.78% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 120,194 | $4,226 | $4,260,877 | +$4,256,651 | +100725.30% | |
| Signaturefd, Llc | 0.00% | 43 | $1,487 | $1,524 | +$37 | +2.51% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1 | $35 | $35 | +$0 | +1.29% |
Frequently asked questions about MSMR
Who are the largest institutional holders of MSMR?
The largest institutional holders of MSMR reported in the latest SEC Form 13F filings include Mcelhenny Sheffield Capital Management, Llc, Accurate Wealth Management, Llc, Aptus Capital Advisors, Llc, United Advisor Group, Llc, and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported MSMR position.
What is MSMR institutional ownership?
This page tracks MSMR positions reported by institutional investment managers through SEC Form 13F. M/S MANAGED RISK ETF (MSMR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSMR?
InsiderSet currently tracks 17 institutional managers reporting MSMR 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 MSMR shareholders.
How much MSMR stock do institutions own?
Institutional investment managers disclosed approximately $157.46M in MSMR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSMR institutional ownership last updated?
The latest MSMR 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 MSMR 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 MSMR position after the reporting date.
Are institutions buying or selling MSMR?
Institutional buying and selling can be analyzed by comparing MSMR positions across consecutive 13F reporting periods. InsiderSet's MSMR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSMR ownership changes.
How has MSMR institutional ownership changed over time?
InsiderSet tracks MSMR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.