Vault-13

MORGAN STANLEY EMKT DBT FD I MSD

COM · Closed-End Fund · CUSIP 61744H105

65 institutional holders +7 vs Q1 2026
6,761,2346.8m shares reported held*
$49.6mreported value*
11 new 22 added 21 reduced 5 sold out net bought ≈ $3.5m (+488.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 49Q1 23: 48Q2 23: 49Q3 23: 52Q4 23: 48Q1 24: 40Q2 24: 41Q3 24: 41Q4 24: 44Q1 25: 48Q2 25: 46Q3 25: 48Q4 25: 57Q1 26: 58Q2 26: 6565Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202248
Q4 202249
Q1 202348
Q2 202349
Q3 202352
Q4 202348
Q1 202440
Q2 202441
Q3 202441
Q4 202444
Q1 202548
Q2 202546
Q3 202548
Q4 202557
Q1 202658
Q2 202665

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 17 bought or addedQ3 24: 17 cut or sold outQ4 24: 12 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 11 cut or sold outQ2 25: 25 bought or addedQ2 25: 17 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 20 cut or sold outQ4 25: 35 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 34 bought or addedQ1 26: 22 cut or sold outQ2 26: 33 bought or addedQ2 26: 26 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241717
Q4 20241221
Q1 20252711
Q2 20252517
Q3 20252420
Q4 20253516
Q1 20263422
Q2 20263326

Biggest buyers

Pathstone Holdings, LLC Added +581,460+581.5k
WELLS FARGO & COMPANY/MN Added +173,730+173.7k
Shaker Financial Services, LLC Added +124,460+124.5k
Rareview Capital LLC Added +42,128+42.1k
Everstar Asset Management, LLC Added +40,465+40.5k
LPL Financial LLC Added +33,255+33.3k
Calamos Advisors LLC Added +32,440+32.4k
BANK OF AMERICA CORP /DE/ Added +32,047+32.0k
Logan Stone Capital, LLC New +24,223+24.2k
Marex Group Ltd New +23,751+23.8k

Biggest sellers

Thomas J. Herzfeld Advisors, Inc. Reduced -171,004-171.0k
Whipplewood Advisors, LLC Reduced -145,403-145.4k
WOLVERINE ASSET MANAGEMENT LLC Reduced -120,280-120.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -75,098-75.1k
ROYAL BANK OF CANADA Reduced -61,439-61.4k
Virtu Financial LLC Reduced -33,722-33.7k
AMERIPRISE FINANCIAL INC Reduced -29,383-29.4k
CHOREO, LLC Sold out -21,784-21.8k
CITADEL ADVISORS LLC Sold out -18,449-18.4k
STIFEL FINANCIAL CORP Reduced -16,797-16.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution +2.1 pts · filed 2026-10-14 16.2% +2.1 pts 3.3m≈ $24.0m 2026-10-14

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 1,045,0091.0m $7.6m $7.6m 0.02% Added +581.5k +581,460
2 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 518,310518.3k $3.8m $3.8m 0.00% Added +4.4k +4,431
3 Shaker Financial Services, LLC 1.00% of their portfolio Arlington, VA 428,074428.1k $3.2m $3.2m 1.00% Added +124.5k +124,460
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 391,027391.0k $2.9m $2.9m 0.00% Reduced -61.4k -61,439
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 342,818342.8k $2.5m $2.5m 0.00% Added +33.3k +33,255
6 Rareview Capital LLC 1.35% of their portfolio LAS VEGAS, NV 312,755312.8k $2.4m $2.4m 1.35% Added +42.1k +42,128
7 Everstar Asset Management, LLC 1.04% of their portfolio MOORESVILLE, NC 297,003297.0k $2.2m $2.2m 1.04% Added +40.5k +40,465
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 287,914287.9k $2.1m $2.1m 0.00% Added +16.8k +16,812
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 286,970287.0k $2.1m $2.1m 0.00% Added +173.7k +173,730
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 274,039274.0k $2.0m $2.0m 0.00% Reduced -29.4k -29,383
11 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 248,166248.2k $1.8m $1.8m 0.00% Reduced -3.2k -3,191
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 220,699220.7k $1.6m $1.6m 0.00% Added +32.0k +32,047
13 HOURGLASS CAPITAL, LLC 0.27% of their portfolio HOUSTON, TX 191,500191.5k $1.4m $1.4m 0.27% Reduced -4.1k -4,100
14 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 164,723164.7k $1.2m $1.2m 0.00% Added +4.4k +4,420
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 128,430128.4k $937.5k $937.5k 0.00% Reduced -75.1k -75,098
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 107,930107.9k $787.9k $787.9k 0.00% Added +90 +90
17 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 95,07295.1k $694.0k $694.0k 0.00% Added +32.4k +32,440
18 Comprehensive Money Management Services LLC 0.44% of their portfolio CORAL GABLES, FL 95,05095.0k $693.9k $693.9k 0.44% Added +8.7k +8,725
19 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 92,98693.0k $676.9k $676.9k 0.03% Reduced -5.1k -5,072
20 Wealthstar Advisors, LLC 0.32% of their portfolio Plano, TX 87,99388.0k $642.4k $642.4k 0.32% Added +5.1k +5,107
21 Bramshill Investments, LLC 0.05% of their portfolio NAPLES, FL 85,04885.0k $620.9k $620.9k 0.05% Added +932 +932
22 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio Englewood, NJ 82,70282.7k $603.7k $603.7k 0.04% Reduced -12.6k -12,576
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 78,84778.8k $575.6k $575.6k 0.00% Reduced -16.8k -16,797
24 Smith Asset Management Co., LLC 0.41% of their portfolio Chiefland, FL 71,00271.0k $518.3k $518.3k 0.41% Reduced -945 -945
25 Whipplewood Advisors, LLC 0.34% of their portfolio LITTLETON, CO 69,38369.4k $506.5k $506.5k 0.34% Reduced -145.4k -145,403
26 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 66,24566.2k $483.0k $483.0k 0.01% Unchanged
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 60,94160.9k $444.9k $444.9k 0.00% Reduced -6.1k -6,139
28 Valeo Financial Advisors, LLC 0.01% of their portfolio CARMEL, IN 58,05558.1k $423.8k $423.8k 0.01% Unchanged
29 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 49,89949.9k $364.3k $364.3k 0.01% Added +1.6k +1,633
30 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 40,55040.5k $296.0k $296.0k 0.01% Reduced -150 -150
31 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 39,44139.4k $287.9k $287.9k 0.00% Reduced -120.3k -120,280
32 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 37,37737.4k $272.9k $272.9k 0.00% Reduced -1.7k -1,657
33 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 35,25335.3k $257.3k $257.3k 0.00% Added +11.6k +11,629
34 Quad-Cities Investment Group, LLC 0.06% of their portfolio DAVENPORT, IA 24,25724.3k $177.1k $177.1k 0.06% Added +768 +768
35 Logan Stone Capital, LLC 0.04% of their portfolio CHICAGO, IL 24,22324.2k $176.8k $176.8k 0.04% New
36 Marex Group Ltd 0.00% of their portfolio London, X0 23,75123.8k $173.4k $173.4k 0.00% New
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,29023.3k $170.0k $170.0k 0.00% New
38 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 21,95822.0k $160.3k $160.3k 0.01% New
39 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,61621.6k $157.8k $157.8k 0.00% Added +3.2k +3,176
40 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 20,38220.4k $148.8k $148.8k 0.00% New
41 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 20,00020.0k $146.0k $146.0k 0.00% Unchanged
42 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 17,79917.8k $131.4k $131.4k 0.00% Unchanged
43 Virtu Financial LLC 0.00% of their portfolio New York, NY 16,75916.8k $122.0k $122.0k 0.00% Reduced -33.7k -33,722
44 Harbour Capital Advisors, LLC 0.02% of their portfolio TYSONS CORNER, VA 16,47816.5k $120.3k $120.3k 0.02% Reduced -340 -340
45 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,77514.8k $107.9k $107.9k 0.00% Reduced -3.1k -3,095
46 MONECO ADVISORS, LLC 0.01% of their portfolio FAIRFIELD, CT 14,54414.5k $106.2k $106.2k 0.01% Unchanged
47 Csenge Advisory Group 0.00% of their portfolio CLEARWATER, FL 14,23214.2k $103.9k $103.9k 0.00% Added +745 +745
48 SMITH, MOORE & CO. 0.01% of their portfolio CLAYTON, MO 13,00013.0k $94.9k $94.9k 0.01% Unchanged
49 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 12,84812.8k $95.7k $95.7k 0.01% Reduced -1.1k -1,089
50 49 WEALTH MANAGEMENT, LLC 0.02% of their portfolio AUSTIN, TX 11,15311.2k $81.4k $81.4k 0.02% New
51 ALONGSIDE, LLC 0.02% of their portfolio AUSTIN, TX 11,15311.2k $81.4k $81.4k 0.02% First filing
52 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 10,00010.0k $73.0k $73.0k 0.00% Reduced -10.0k -10,000
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,8858.9k $64.9k $64.9k 0.00% Reduced -5.5k -5,465
54 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,2606.3k $45.7k $45.7k 0.00% New
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4,6544.7k $34.0k $34.0k 0.00% Added +654 +654
56 Noble Wealth Management PBC 0.02% of their portfolio GREENWOOD VILLAGE, CO 4,6004.6k $33.6k $33.6k 0.02% New
57 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 3,6553.7k $26.7k $26.7k 0.00% New
58 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,0003.0k $21.9k $21.9k 0.00% Unchanged
59 JTC Employer Solutions Trustee Ltd 0.00% of their portfolio ST HELIER, Y9 2,1002.1k $15.0k $15.0k 0.00% Unchanged
60 Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio MIAMI BEACH, FL 1,4121.4k $10.3k $10.3k 0.00% Reduced -171.0k -171,004
61 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 1,3201.3k $9.8k $9.8k 0.00% New
62 Osbon Capital Management LLC 0.01% of their portfolio BOSTON, MA 1,0241.0k $7.5k $7.5k 0.01% Added +899 +899
63 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 500500 $3.6k $3.6k 0.00% Unchanged
64 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 338338 $2.5k $2.5k 0.00% Unchanged
65 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 5757 $417 $417 0.00% New