SEC 13F Intelligence

MORGAN STANLEY EMKT DBT FD I

CUSIP 61744H105

Morgan Stanley Emkt Dbt Fd I has 57 institutional holders in Filings Flow’s 13F database, together reporting 6.24M shares worth $43M as of Q1 2026. The largest reported holders are Osaic Holdings, Inc., Pathstone Holdings, LLC, and Royal Bank Of Canada.

Institutional Holders
57
Q1 2026
Reported Value
$43M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 37Q4 ’18Q1 ’19: 41Q2 ’19: 37Q2 ’19Q3 ’19: 39Q2 ’21: 48Q2 ’21Q4 ’21: 48Q4 ’22: 41Q4 ’22Q4 ’25: 56Q1 ’26: 57Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $25MQ4 ’18Q1 ’19: $27MQ2 ’19: $28MQ2 ’19Q3 ’19: $27MQ2 ’21: $123MQ2 ’21Q4 ’21: $130MQ4 ’22: $27MQ4 ’22Q4 ’25: $41MQ1 ’26: $43MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GraniteShares Advisors LLC$139M AUM1.71%$3M401.3KQ3 2025OLDER
Rareview Capital LLC$171M AUM1.23%$2M270.6KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.96%$2M256.5KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.78%$2M214.8KQ1 2026OLDER
Shaker Financial Services, LLC$287M AUM0.76%$2M303.6KQ1 2026OLDER
Thomas J. Herzfeld Advisors, Inc.$294M AUM0.41%$1M172.4KQ1 2026OLDER
Smith Asset Management Co., LLC$127M AUM0.41%$518,31571.0KQ2 2026
Comprehensive Money Management Services LLC$152M AUM0.40%$606,00286.3KQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM0.29%$1M195.6KQ1 2026OLDER
Wealthstar Advisors, LLC$213M AUM0.27%$581,86182.9KQ1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.06%$177,07824.3KQ2 2026
Bramshill Investments, LLC$1.2B AUM0.05%$590,49484.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$668,85195.3KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.04%$696,21298.1KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.02%$125,46216.8KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.02%$66,5109.0KQ4 2025OLDER
Noble Wealth Management PBC$223M AUM0.02%$33,5804.6KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$3M463.5KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.01%$83,18711.8KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M159.7KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$364,25949.9KQ2 2026
Valeo Financial Advisors, LLC$4.7B AUM0.01%$423,80258.1KQ2 2026
MONECO ADVISORS, LLC$1.3B AUM0.01%$102,09914.5KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$285,71440.7KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.01%$91,26013.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M513.9KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$97,83813.9KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.00%$257,34635.3KQ2 2026
Longview Financial Advisors LLC$184M AUM0.00%$8,1591.1KQ4 2025OLDER
Csenge Advisory Group$2.2B AUM0.00%$94,67913.5KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.00%$1M160.3KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$154,16021.8KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$140,40020.0KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.00%$137,48918.6KQ4 2025OLDER
Calamos Advisors LLC$28.2B AUM0.00%$439,67762.6KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$274,02039.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$757,036107.8KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,650500Q2 2026
Osbon Capital Management LLC$123M AUM0.00%$878125Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$18,4752.5KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$671,42995.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M309.6KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$144,10020.0KQ2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M452.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M303.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$88,81112.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M203.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M251.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$189,54925.7KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$125,45117.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$2,401338Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$794,945113.2KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$470,90367.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,2131.3KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$129,44618.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M285.2KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$90,06212.2KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$29,5604.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M188.7KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$126,19517.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$28,0804.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1,895270Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$83,33011.3KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$204,71027.7KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$129,51218.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$118,67916.1KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$100,73614.3KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$21,0603.0KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.