Morgan Stanley
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Morgan Stanley’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

Morgan Stanley’s Portfolio SMCO Stock Details SMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$788 Hold
29
– – ﹤0.01% 7484
2025
Q4 		$777 Hold
29
– – ﹤0.01% 7424
2025
Q3 		$781 Hold
29
– – ﹤0.01% 7425
2025
Q2 		$745 Hold
29
– – ﹤0.01% 7361
2025
Q1 		$684 Hold
29
– – ﹤0.01% 7336
2024
Q4 		$737 Buy
+29
New +$751 ﹤0.01% 7308

Other funds holding SMCO

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley's SMCO Position: Q1 2026 in Review

Morgan Stanley held its Hilton Small-MidCap Opportunity ETF (SMCO) position steady in Q1 2026 at 29 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #7484.

Morgan Stanley first reported a position in SMCO in Q4 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SMCO as of Q1 2026.

  • Morgan Stanley held 29 shares of Hilton Small-MidCap Opportunity ETF worth $788 as of Q1 2026.
  • Morgan Stanley left its Hilton Small-MidCap Opportunity ETF share count unchanged in Q1 2026.
  • Hilton Small-MidCap Opportunity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7484 holding.
  • Morgan Stanley first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2024 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.