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MSLC MORGAN STANLEY PATHWAY FDS

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LARGE CAP EQTY (fund)

34 managers (34 13F filers) reported a position in MSLC shares at 2026-06-30, 47,564,872 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
34
13F filers
34
New
10
Added
10
Reduced
7
Sold out
7
Shares held by filers
47,564,872

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY47,320,632$2.78B0.15%+40,13913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…57,512$3.38M0.01%-26513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,446$2.61M<0.01%new13F-HRTimelineGroup
LPL Financial LLC19,659$1.15M<0.01%+1,93213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,342$1.02M<0.01%+2613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,420$905K<0.01%+8,42113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.15,043$883K0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,911$523K<0.01%-63013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,560$385K<0.01%-54313F-HRTimelineGroup
Western Wealth Management, LLC5,939$349K0.01%-18113F-HRTimeline
HB Wealth Management, LLC5,398$317K<0.01%+1,42513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,234$307K<0.01%-81613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,197$304K0.01%new13F-HRTimelineGroup
Savant Capital, LLC5,468$302K<0.01%new13F-HRTimeline
Cetera Investment Advisers4,980$292K<0.01%+5313F-HRTimeline
B. Riley Wealth Advisors, Inc.4,520$264K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,450$261K<0.01%new13F-HRTimelineGroup
Wedmont Private Capital3,377$201K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,364$197K<0.01%+3,27413F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,320$195K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,300$76.3K<0.01%+1,16713F-HRTimeline
Aventura Private Wealth, LLC1,277$75K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,241$72.8K<0.01%+31413F-HRTimelineGroup
Geneos Wealth Management Inc.1,089$63.9K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC955$56.1K<0.01%+12713F-HRTimelineGroup
TRUST CO OF VERMONT507$29.8K<0.01%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors426$25K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC314$18.4K<0.01%-4313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV294$17.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc283$16.6K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC156$9.18K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130$8K<0.01%-2,90113F-HRTimelineGroup
Sarver Vrooman Wealth Advisors79$4.68K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC49$2.88K<0.01%new13F-HRTimeline