M/S MANAGED RISK ETF MSMR
$35.17
+0.2% 52w: $29.73 – $37.32
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data29.7333.5237.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
19
+4 QoQ
13F value
$134.4M
+1.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MSMR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | Wealth advisor | 3.2M | $108.7M | 26.9% | +2.1% |
| Aptus Capital Advisors, LLC | Wealth advisor | 254.6K | $8.8M | 0.1% | +2.0% |
| United Advisor Group, LLC | Wealth advisor | 218.5K | $7.5M | 0.9% | +1.0% |
| HERITAGE OAK WEALTH ADVISORS LLC | Wealth advisor | 60.2K | $2.1M | 0.7% | +8.7% |
| Cerity Partners LLC | Diversified mechanical | 45.4K | $1.6M | 0.0% | Held |
| WorthPointe, LLC | Wealth advisor | 42.3K | $1.5M | 0.4% | -3.9% |
| Accurate Wealth Management, LLC | Other | 28.4K | $976K | 0.1% | +14.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 18.6K | $642K | 0.0% | +130.7% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 15.9K | $548K | 0.1% | +0.9% |
| Symphony Financial, Ltd. Co. | Wealth advisor | 14.4K | $497K | 0.1% | -8.1% |
| Signal Advisors Wealth, LLC | Wealth advisor | 13.2K | $455K | 0.0% | -8.5% |
| Brookwood Investment Group LLC | Wealth advisor | 7.6K | $262K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 7.4K | $257K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.0K | $240K | 0.0% | New |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 6.7K | $232K | 0.0% | New |
| Sankala Group LLC | Wealth advisor | 4.5K | $154K | 0.1% | -16.0% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 649 | $22K | 0.0% | New |
| UBS Group AG | Bank broker | 405 | $14K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 270 | $9K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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