Vault-13

MORGAN STANLEY EMERGING MKTS EDD

COM · Closed-End Fund · CUSIP 617477104

72 institutional holders -6 vs Q1 2026
23,384,71323.4m shares reported held*
$137.5mreported value*
9 new 28 added 16 reduced 16 sold out net bought ≈ $688.2k (+206.4k 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 ≈ $5.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 59Q4 22: 64Q1 23: 64Q2 23: 60Q3 23: 63Q4 23: 66Q1 24: 62Q2 24: 61Q3 24: 61Q4 24: 65Q1 25: 62Q2 25: 60Q3 25: 63Q4 25: 69Q1 26: 78Q2 26: 7272Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202259
Q4 202264
Q1 202364
Q2 202360
Q3 202363
Q4 202366
Q1 202462
Q2 202461
Q3 202461
Q4 202465
Q1 202562
Q2 202560
Q3 202563
Q4 202569
Q1 202678
Q2 202672

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 24 bought or addedQ3 24: 32 cut or sold outQ4 24: 27 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 30 bought or addedQ1 25: 24 cut or sold outQ2 25: 33 bought or addedQ2 25: 25 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 28 cut or sold outQ4 25: 34 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 27 cut or sold outQ2 26: 37 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242432
Q4 20242725
Q1 20253024
Q2 20253325
Q3 20253428
Q4 20253423
Q1 20265127
Q2 20263732

Biggest buyers

Pathstone Holdings, LLC Added +797,626+797.6k
MORGAN STANLEY Added +507,411+507.4k
WELLS FARGO & COMPANY/MN Added +282,295+282.3k
Invesco Ltd. Added +197,262+197.3k
PenderFund Capital Management Ltd. Added +104,800+104.8k
Rareview Capital LLC Added +89,374+89.4k
IMC-Chicago, LLC New +80,605+80.6k
Kestra Advisory Services, LLC New +64,153+64.2k
Beacon Pointe Advisors, LLC Added +49,765+49.8k
EVERGREEN CAPITAL MANAGEMENT LLC Added +48,031+48.0k

Biggest sellers

Rockefeller Capital Management L.P. Reduced -436,752-436.8k
ENVESTNET ASSET MANAGEMENT INC Sold out -380,237-380.2k
RAYMOND JAMES FINANCIAL INC Reduced -231,303-231.3k
Private Advisor Group, LLC Reduced -211,474-211.5k
WOLVERINE ASSET MANAGEMENT LLC Sold out -144,744-144.7k
Alexander Randolph Advisory, Inc. Reduced -142,023-142.0k
Thomas J. Herzfeld Advisors, Inc. Reduced -135,845-135.8k
Logan Stone Capital, LLC Sold out -134,012-134.0k
XTX Topco Ltd Sold out -66,019-66.0k
BANK OF AMERICA CORP /DE/ Reduced -58,177-58.2k

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 filed 2025-04-21 21.6% 13.9m≈ $81.9m 2025-04-21
EVERGREEN CAPITAL MANAGEMENT LLC 13G · institution +0.6 pts · filed 2026-04-13 5.4% +0.6 pts 3.5m≈ $20.5m 2026-04-13

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 0.06% of their portfolio ENGLEWOOD, NJ 3,566,5383.6m $21.0m $21.0m 0.06% Added +797.6k +797,626
2 EVERGREEN CAPITAL MANAGEMENT LLC 0.38% of their portfolio Bellevue, WA 3,508,4783.5m $21.5m $21.5m 0.38% Added +48.0k +48,031
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,190,8063.2m $18.8m $18.8m 0.00% Added +507.4k +507,411
4 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 2,295,2452.3m $13.5m $13.5m 0.06% Added +49.8k +49,765
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,139,6522.1m $12.6m $12.6m 0.00% Added +282.3k +282,295
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,746,9841.7m $10.3m $10.3m 0.00% Reduced -58.2k -58,177
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,318,1621.3m $7.8m $7.8m 0.00% Added +197.3k +197,262
8 Rareview Capital LLC 3.00% of their portfolio LAS VEGAS, NV 1,048,1471.0m $5.4m $5.4m 3.00% Added +89.4k +89,374
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 516,162516.2k $3.0m $3.0m 0.00% Reduced -231.3k -231,303
10 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 505,073505.1k $3.0m $3.0m 0.01% Added +17.1k +17,084
11 PenderFund Capital Management Ltd. 0.38% of their portfolio VANCOUVER, A1 504,800504.8k $3.0m $3.0m 0.38% Added +104.8k +104,800
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 259,740259.7k $1.5m $1.5m 0.00% Added +3.1k +3,099
13 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 254,694254.7k $1.5m $1.5m 0.00% Added +4.2k +4,239
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 224,384224.4k $1.3m $1.3m 0.00% Reduced -9.1k -9,068
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 209,107209.1k $1.2m $1.2m 0.00% Added +11.1k +11,072
16 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 207,214207.2k $1.2m $1.2m 0.00% Added +11.0k +10,978
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 185,989186.0k $1.1m $1.1m 0.00% Reduced -3.2k -3,153
18 Bramshill Investments, LLC 0.06% of their portfolio NAPLES, FL 141,666141.7k $833.0k $833.0k 0.06% Added +1.5k +1,507
19 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 120,476120.5k $708.4k $708.4k 0.00% Added +40.8k +40,834
20 Kaizen Financial Strategies 0.27% of their portfolio CAMPBELL, CA 118,616118.6k $685.6k $685.6k 0.27% Reduced -3.1k -3,078
21 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 104,250104.2k $613.0k $613.0k 0.03% Added +10.4k +10,435
22 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 89,72989.7k $527.6k $527.6k 0.01% Added +2.2k +2,161
23 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 80,60580.6k $474.0k $474.0k 0.00% New
24 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 69,80869.8k $410.5k $410.5k 0.01% Added +17.3k +17,341
25 Ancora Advisors LLC 0.01% of their portfolio Cleveland, OH 65,25465.3k $383.7k $383.7k 0.01% Unchanged
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 64,15364.2k $377.2k $377.2k 0.00% New
27 New England Private Wealth Advisors LLC 0.04% of their portfolio WELLESLEY, MA 61,78161.8k $363.3k $363.3k 0.04% Added +1.5k +1,494
28 Alexander Randolph Advisory, Inc. 0.28% of their portfolio MCLEAN, VA 57,37057.4k $337.3k $337.3k 0.28% Reduced -142.0k -142,023
29 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 54,48654.5k $320.4k $320.4k 0.01% Reduced -5.3k -5,321
30 Burford Brothers, Inc. 0.11% of their portfolio DALLAS, TX 48,86048.9k $287.3k $287.3k 0.11% Unchanged
31 Closed-End Fund Advisors, Inc. 0.27% of their portfolio RICHMOND, VA 47,50547.5k $279.3k $279.3k 0.27% Added +93 +93
32 E&G Advisors, LLC 0.05% of their portfolio HOUSTON, TX 44,75044.8k $263.1k $263.1k 0.05% Unchanged
33 Pekin Hardy Strauss, Inc. 0.02% of their portfolio CHICAGO, IL 38,71538.7k $227.6k $227.6k 0.02% Added +600 +600
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 38,43438.4k $226.0k $226.0k 0.00% Added +13.0k +13,049
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,27736.3k $213.3k $213.3k 0.00% Added +18.3k +18,297
36 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 32,91432.9k $193.5k $193.5k 0.01% New
37 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 32,84232.8k $193.1k $193.1k 0.00% Reduced -436.8k -436,752
38 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 29,42329.4k $173.0k $173.0k 0.00% Reduced -76 -76
39 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 23,16123.2k $136.2k $136.2k 0.01% Reduced -11.1k -11,067
40 Papamarkou Wellner Asset Management inc. 0.08% of their portfolio NEW YORK, NY 21,50021.5k $126.4k $126.4k 0.08% Unchanged
41 McGowan Group Asset Management, Inc. 0.01% of their portfolio DALLAS, TX 20,45120.5k $120.3k $120.3k 0.01% Added +472 +472
42 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 18,56918.6k $109.2k $109.2k 0.00% Added +550 +550
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,35918.4k $108.0k $108.0k 0.00% Reduced -33.7k -33,705
44 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 18,02318.0k $106.0k $106.0k 0.00% Unchanged
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,54217.5k $103.1k $103.1k 0.00% Unchanged
46 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 17,21517.2k $101.2k $101.2k 0.01% New
47 Noble Wealth Management PBC 0.05% of their portfolio GREENWOOD VILLAGE, CO 17,00017.0k $100.0k $100.0k 0.05% Added +14.5k +14,500
48 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 16,21416.2k $95.3k $95.3k 0.00% Unchanged
49 Alpine Global Management, LLC 0.02% of their portfolio NEW YORK, NY 16,08316.1k $94.6k $94.6k 0.02% New
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,54415.5k $91.4k $91.4k 0.00% New
51 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,07515.1k $88.6k $88.6k 0.00% Reduced -211.5k -211,474
52 HARBOR ADVISORY CORP /MA/ 0.02% of their portfolio PORTSMOUTH, NH 15,00015.0k $88.2k $88.2k 0.02% Unchanged
53 Virtu Financial LLC 0.00% of their portfolio New York, NY 14,47414.5k $85.0k $85.0k 0.00% Reduced -36.5k -36,454
54 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 12,00012.0k $63.8k $63.8k 0.00% New
55 OPINICUS CAPITAL, INC. 0.03% of their portfolio TAMPA, FL 10,30110.3k $60.6k $60.6k 0.03% Added +248 +248
56 JTC Employer Solutions Trustee Ltd 0.00% of their portfolio ST HELIER, Y9 10,14810.1k $59.0k $59.0k 0.00% Unchanged
57 Joel Isaacson & Co., LLC 0.00% of their portfolio NEW YORK, NY 10,00010.0k $58.8k $58.8k 0.00% Unchanged
58 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5,5495.5k $32.6k $32.6k 0.00% First filing
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,2702.3k $13.3k $13.3k 0.00% Unchanged
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,2602.3k $13.3k $13.3k 0.00% Unchanged
61 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 1,9291.9k $11.3k $11.3k 0.00% Unchanged
62 Osbon Capital Management LLC 0.01% of their portfolio BOSTON, MA 1,7091.7k $10.0k $10.0k 0.01% New
63 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 1,0001.0k $5.9k $5.9k 0.00% Unchanged
64 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 857857 $5.0k $5.0k 0.00% Reduced -7 -7
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 836836 $4.9k $4.9k 0.00% Added +21 +21
66 Thomas J. Herzfeld Advisors, Inc. 0.00% of their portfolio MIAMI BEACH, FL 739739 $4.3k $4.3k 0.00% Reduced -135.8k -135,845
67 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 700700 $4.1k $4.1k 0.00% Unchanged
68 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 501501 $2.9k $2.9k 0.00% Unchanged
69 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 379379 $2.2k $2.2k 0.00% Unchanged
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 103103 $620 $620 0.00% Reduced -4.0k -3,997
71 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 101101 $594 $594 0.00% New
72 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 3232 $186 $186 0.00% Unchanged