Skip to content

MSLC MORGAN STANLEY PATHWAY FDS

Follow

LARGE CAP EQTY (fund)

30 managers (30 13F filers) reported a position in MSLC shares at 2026-03-31, 47,507,517 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
30
13F filers
30
New
16
Added
4
Reduced
3
Sold out
8
Shares held by filers
47,507,517

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY47,280,493$2.45B0.15%+1,122,84813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,049$3.21M<0.01%+17,65513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…57,777$2.99M0.01%new13F-HRTimelineGroup
LPL Financial LLC17,727$918K<0.01%+13413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,316$896K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning9,802$507K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,541$494K<0.01%-2,96913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,103$368K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,999$362K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC6,120$317K0.01%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,050$313K<0.01%-1,88813F-HRTimelineGroup
Cetera Investment Advisers4,927$255K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.4,520$228K0.01%013F-HRTimeline
HB Wealth Management, LLC3,973$206K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,320$172K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,031$156K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC1,755$90.8K0.02%new13F-HRTimeline
Aventura Private Wealth, LLC1,277$66.1K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.927$48K<0.01%+41213F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC828$42.9K<0.01%13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors426$22.1K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC357$18.5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc283$14.6K<0.01%013F-HRTimeline
Larson Financial Group LLC256$13.3K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC142$7.35K<0.01%new13F-HRTimeline
Arax Advisory Partners140$7.25K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC133$6.88K<0.01%new13F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN90$4.66K<0.01%-26313F-HR/ATimelineGroup
Sarver Vrooman Wealth Advisors79$4.09K<0.01%013F-HRTimeline
MAI Capital Management76$3.94K<0.01%new13F-HRTimeline