Morgan Stanley

StockFinancial ServicesFinancial - Capital MarketsUS$294B market cap

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MS total return with dividends reinvested, from daily closes

Held by ETFs: $2.9B; in funds that list it in their top 10
Share of the company: ≈1.0%; of Morgan Stanley held through ETFs
Top-10 holding in: 20 ETFs; one of their ten biggest
Built on MS alone: 0 ETFs; […]
Most per dollar · basket: IAI 15.1%; $151 of every $1,000
Biggest holder: XLF $1.5B; of MS, 2.8% of the fund

Every ETF Theme Built Around MS

YTD

Heaviest MS Baskets

YTD

$151per $1,000 in IAI

IAI15.1%+1.1%KBWB7.4%+7.5%IYF3.2%+3.8%IYG3.1%+4.3%XLF2.8%+5.7%VFH2.6%+5.4%

Corner: MS weight · MS is the biggest slice

Geared ETFs Holding MS

YTD

+4.3%UYG, the best of 2

FAS3×+2.4%UYG2×+4.3%

Corner: leverage · index funds with MS inside

MS Through Other ETFs

YTD

$6per $1,000 in THLV

THLV0.6%+5.7%

Corner: MS weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in MS Sits

Today

91%in Sectors funds

Sectors $2.6BUS Stock Styles $241MOther $22MIncome $2M

XLF$1.5B · 2.8%KBWB$501M · 7.4%VFH$365M · 2.6%IYF$123M · 3.2%IYG4 moreIAINULVFLSP, GCSH, …VUSV, PCOV

Tile size = dollars of MS held% = MS’s weight in the fund

End-of-day Nov 4, 2026 · $2.9B across funds that list MS in their top 10

Open in desk

More of It

Most MS per $1,000

Today

$151of MS per $1,000 in IAI, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFiShares$151+1.1%Open

2KBWBInvesco KBW Bank ETFInvesco$74+7.5%Open

3STRNSMART Trend 25 ETFSmart$47+13.0%Open

4PFIInvesco Dorsey Wright Financial Momentum ETFInvesco$45+1.4%Open

5NITEThe Nightview FundThe Nightview$43+2.3%Open

6GVLEGoldman Sachs Value Opportunities ETFGoldman Sachs$40+19.1%Open

7NYNYCorgi NYC Based ETFCorgi$38—Open

8BCFNBaron Financials ETFBaron$36−9.6%Open

9CCORCore Alternative ETFCore Alternative$35+2.9%Open

10IYFiShares U.S. Financials ETFiShares$32+3.8%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding MS

Today

$151in IAI, the heaviest basket

FundPer $1,000YTD

IAI$151+1.1%

KBWB$74+7.5%

IYF$32+3.8%

IYG$31+4.3%

XLF$28+5.7%

VFH$26+5.4%

End-of-day Nov 4, 2026 · bars run to $200

Geared ETFs Holding MS

YTD

+4.3%UYG, the best of 2

FundAssetsYTD

UYG2×$777M+4.3%

FAS3×$2.1B+2.4%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

Income Strategies Holding MS

YTD

$2Mof MS held by 2 income funds · VUSV is the largest

StrategyFundNameMS per $1,000YieldYTDAssets

Income basketVUSVVanguard Wellington U.S. Value Active ETF$200.2%+15.5%$93M

On $10KVUSV $17/yr

End-of-day Nov 4, 2026 · $2M = income funds that list MS in their top 10 · trailing yield