Morgan Stanley’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

Morgan Stanley’s Portfolio LDRX Stock Details LDRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$625K	Buy	+16,946	New	+$615K	﹤0.01%	5504

Other funds holding LDRX

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Intrepid Capital Management Jacksonville Beach, Florida $304M AUM 17.63% 1-Year Est. Return

Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.48B AUM 19.33% 1-Year Est. Return

Morgan Stanley's LDRX Position: Q3 2026 in Review

Morgan Stanley opened a new position in SGI Enhanced Market Leaders ETF (LDRX) in Q3 2026: 16,946 shares worth $625K. The stake represents ﹤0.01% of the portfolio and ranks #5504 among its holdings.

11 funds tracked by Wall St. Rank hold LDRX as of Q3 2026.

Morgan Stanley held 16,946 shares of SGI Enhanced Market Leaders ETF worth $625K as of Q3 2026.
SGI Enhanced Market Leaders ETF was a new Morgan Stanley position in Q3 2026.
SGI Enhanced Market Leaders ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #5504 holding.
11 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.