M/S MANAGED RISK ETF (MSMR) Institutional Ownership Changes & 13F Activity
M/S MANAGED RISK ETF (MSMR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mcelhenny Sheffield Capital Management, Llc, Accurate Wealth Management, Llc, Cambridge Investment Research Advisors, Inc., Janney Montgomery Scott Llc, and United Advisor Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Sell | -1,083 | -14.6% | 6,354 | $223.41K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +141 | +0.3% | 45,496 | $1.60M | Q2 2026 | Aug 14, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +1 | — | 1 | $35.00 | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +9,962 | — | 9,962 | $350.26K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,996 | +1.2% | 257,595 | $9.06M | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Sell | -53 | -0.3% | 15,839 | $556.89K | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott Llc | Buy | +53,332 | +286.7% | 71,935 | $2.53M | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, Llc | Sell | -6,402 | -48.5% | 6,798 | $239.02K | Q2 2026 | Aug 04, 2026 |
| Symphony Financial, Ltd. Co. | Sell | -266 | -1.8% | 14,133 | $496.91K | Q2 2026 | Aug 04, 2026 |
| Worthpointe, Llc | Buy | +90 | +0.2% | 42,347 | $1.49M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +120,194 | — | 120,194 | $4.23K | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, Llc | Buy | +11,261 | +5.2% | 229,792 | $8.08M | Q2 2026 | Jul 29, 2026 |
| Heritage Oak Wealth Advisors Llc | Buy | +577 | +1.0% | 60,769 | $2.14M | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group Llc | Buy | +251 | +3.3% | 7,842 | $275.73K | Q2 2026 | Jul 23, 2026 |
| Mcelhenny Sheffield Capital Management, Llc | Buy | +270,208 | +8.6% | 3,420,997 | $120.28M | Q2 2026 | Jul 22, 2026 |
| Accurate Wealth Management, Llc | Buy | +265,227 | +933.6% | 293,636 | $10.37M | Q2 2026 | Jul 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Sell | -649 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -6,961 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -405 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about MSMR activity
Which institutional owners are buying MSMR?
Institutional owners buying MSMR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MSMR activity?
"Buy" means an investor increased their reported position in MSMR compared to the prior reporting period. This reflects growing exposure to M/S MANAGED RISK ETF (MSMR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MSMR increasing?
Institutional interest in MSMR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.