Morgan Stanley’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History

Morgan Stanley’s Portfolio OVS Stock Details OVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50	Buy	+1	New	+$41	﹤0.01%	7771

Other funds holding OVS

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Morgan Stanley's OVS Position: Q3 2026 in Review

Morgan Stanley opened a new position in Overlay Shares Small Cap Equity ETF (OVS) in Q3 2026: 1 share worth $50. The stake represents ﹤0.01% of the portfolio and ranks #7771 among its holdings.

10 funds tracked by Wall St. Rank hold OVS as of Q3 2026.

Morgan Stanley held 1 share of Overlay Shares Small Cap Equity ETF worth $50 as of Q3 2026.
Overlay Shares Small Cap Equity ETF was a new Morgan Stanley position in Q3 2026.
Overlay Shares Small Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #7771 holding.
10 funds tracked by Wall St. Rank held Overlay Shares Small Cap Equity ETF as of Q3 2026.

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