Who owns MRGN STNLY PTHWY LRG Cap Eqty ETF?

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Analyze quarterly positions in MRGN STNLY PTHWY LRG Cap Eqty ETF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of MRGN STNLY PTHWY LRG Cap Eqty ETF stock

Who bought or sold MRGN STNLY PTHWY LRG Cap Eqty ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 47M $2.5B 2% Mar 2026
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Brian McDonald 65k $3.5M 1% Dec 2025
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Fifth Third Bancorp 58k $3.0M 100% Mar 2026
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Susquehanna International 44k $2.4M 95% Dec 2025
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LPL Financial 18k $918k 1% Mar 2026
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Stifel Financial 17k $896k 0% Mar 2026
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Raymond James Financial 13k $680k 54% Dec 2025
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Creative Planning 9.8k $507k 100% Mar 2026
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Envestnet Asset Management 7.1k $368k 100% Mar 2026
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Jane Street 7.0k $362k 100% Mar 2026
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Western Wealth Management 6.1k $317k 100% Mar 2026
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Northwestern Mutual Wealth Management Company 6.1k $313k -24% Mar 2026
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Empower Advisory Group 5.4k $293k 100% Dec 2025
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Cetera Investment Advisers 4.9k $255k 100% Mar 2026
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National Asset Management 4.5k $228k 0% Mar 2026
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HB Wealth Management 4.0k $206k 0% Mar 2026
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Steward Partners Investment Advisory 3.3k $172k 100% Mar 2026
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Royal Bank of Canada 3.0k $129k 203% Mar 2026
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Truvestments Capital 1.8k $91k 100% Mar 2026
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Jones Financial Companies, L.L 1.6k $86k 100% Dec 2025
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Aventura Private Wealth 1.3k $66k 0% Mar 2026
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Vanguard Advisers 828.00 $43k 100% Mar 2026
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Advisor Group Holdings 515.00 $28k 16% Dec 2025
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Trust Co Of Vermont 507.00 $28k 100% Dec 2025
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Colonial Asset Management 426.00 $22k 100% Mar 2026
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Assetmark 357.00 $19k 100% Mar 2026
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Beaird Harris Wealth Management 342.00 $19k 0% Dec 2025
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IFP Advisors 283.00 $15k 0% Mar 2026
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Cassaday & Co Wealth Management 142.00 $7.4k 100% Mar 2026
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SRS Capital Advisors 140.00 $7.2k 100% Mar 2026
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Goss Wealth Management 133.00 $6.9k 100% Mar 2026
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Wells Fargo & Company 90.00 $4.7k -75% Mar 2026
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Sarver Vrooman Wealth Advisors 79.00 $4.1k 0% Mar 2026
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MAI Wealth Advisors 76.00 $3.9k 100% Mar 2026
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Us Bancorp 72.00 $3.9k 100% Dec 2025
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Who sold out of MRGN STNLY PTHWY LRG Cap Eqty ETF?

Fund or Company Name Date Sold Shares Held Valued At
Ancora Advisors Dec 2025 1.4k $78k
Global Retirement Partners Sep 2025 317.00 $17k
UBS Group Dec 2025 130.00 $7.1k
Reyes Financial Architecture Dec 2025 83.00 $4.5k