MSSM MORGAN STANLEY PATHWAY FDS
FollowSMAL MID CAP ETF (fund)
15 managers (15 13F filers) reported a position in MSSM shares at 2025-03-31, 9,006,517 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.
- Managers
- 15
- 13F filers
- 15
- New
- 8
- Added
- 2
- Reduced
- 3
- Sold out
- 6
- Shares held by filers
- 9,006,517
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 8,970,023 | $387M | 0.03% | +498,078 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 20,722 | $894K | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 10,615 | $458K | <0.01% | new | 13F-HR/ATimelineGroup |
| COMERICA BANK | 4,524 | $195K | <0.01% | +4,524 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 269 | $11.6K | <0.01% | new | 13F-HRTimelineGroup |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN… | 67 | $2.89K | <0.01% | -96 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 60 | $2.59K | <0.01% | -441 | 13F-HRTimelineGroup |
| IFP Advisors, Inc | 58 | $2.5K | <0.01% | 0 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 52 | $2.24K | <0.01% | new | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 48 | $2.07K | <0.01% | new | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 32 | $1.38K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 13 | $1K | <0.01% | -156 | 13F-HR/ATimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 21 | $909 | <0.01% | new | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 13 | $561 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |