MORGAN STANLEY COM NEW

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 2,438 13F holders · Pro →

Smart Money · top-200 alpha cohort

50 holders · Q1 2026

$DWD is held by 50 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.13%, with an average of 0.29% of portfolio. Largest holder: Sandler Capital Management at 2.13%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Sandler Capital Management

2.13% ↑ +1.0pp

α +12.8pts

Vista Investment Partners LLC

1.97% held

α +10.8pts

Pittenger & Anderson Inc.

1.05% NEW

α +21.3pts

Fiduciary Alliance LLC

0.92% held

α +16.8pts

Capital Markets Trading UK LLP

0.82% NEW

α +19.5pts

Level Financial Advisors

0.60% NEW

α +30.9pts

Banco Santander, S.A.

0.55% held

α +12.6pts

New Age Alpha Advisors, LLC

0.52% held

α +10.8pts

D L Carlson Investment Group Inc.

0.51% held

α +17.7pts

Connor, Clark & Lunn Investment Management Ltd.

0.47% held

α +12.3pts

Venture Visionary Partners LLC

0.41% NEW

α +10.3pts

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.38% NEW

α +27.5pts

Rokos Capital Management LLP

0.35% held

α +12.2pts

Linscomb Wealth, Inc.

0.29% NEW

α +32.6pts

Nisa Investment Advisors, LLC

0.28% held

α +16.6pts

Merrion Investment Management Co, LLC

Interactive Financial Advisors, Inc.

0.22% NEW

α +15.2pts

Erste Asset Management GmbH

0.20% NEW

α +33.4pts

Cacti Asset Management LLC

0.18% NEW

α +12.7pts

Beverly Hills Private Wealth, LLC

Wellington Management Group LLP

0.14% held

α +10.5pts

Endeavor Private Wealth, Inc.

0.14% held

α +13.5pts

GM Advisory Group, LLC

0.13% held

α +16.5pts

TRUE Private Wealth Advisors

0.13% NEW

α +23.4pts

Principal Securities, Inc.

0.11% held

α +21.3pts

Caption Management, LLC

Banque Pictet & Cie SA

0.09% held

α +10.3pts

Greenwich Wealth Management LLC

0.09% held

α +12.7pts

Voloridge Investment Management, LLC

0.08% held

α +15.5pts

Choate Investment Advisors

0.08% held

α +13.8pts

Shufro Rose & Co. LLC

0.07% held

α +32.3pts

Tributary Capital Management, LLC

0.05% held

α +40.6pts

Bradley Foster & Sargent INC

Walkner Condon Financial Advisors LLC

0.04% held

α +23.7pts

Independent Solutions Wealth Management, LLC

Cypress Capital Group

0.03% held

α +12.6pts

ProVise Management Group, LLC

0.02% held

α +11.2pts

JTC Employer Solutions Trustee Ltd

Johnson Financial Group, Inc.

Costello Asset Management, INC

0.00% held

α +14.3pts

Scopia Capital Management LP

0.00% held

α +10.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DWD in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DWD in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $DWD lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $DWD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:32 UTC.