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MSSM MORGAN STANLEY PATHWAY FDS

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SMAL MID CAP ETF (fund)

22 managers (22 13F filers) reported a position in MSSM shares at 2026-03-31, 8,972,780 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
22
13F filers
22
New
12
Added
1
Reduced
6
Sold out
6
Shares held by filers
8,972,780

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 STANLEY8,911,093$460M0.03%-650,94913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,911$2.06M<0.01%-1,67113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,110$625K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,965$360K<0.01%-13,03313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA748$39K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…481$24.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…444$22.9K<0.01%-40513F-HRTimelineGroup
Truvestments Capital LLC365$18.8K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC167$8.62K<0.01%13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors104$5.37K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86$4.44K<0.01%+1213F-HRTimelineGroup
Larson Financial Group LLC60$3.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc58$2.99K<0.01%013F-HRTimeline
Arax Advisory Partners33$1.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC32$1.65K<0.01%new13F-HR/ATimeline
Cassaday & Co Wealth Management LLC27$1.39K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25$1.29K<0.01%-5413F-HR/ATimelineGroup
Sarver Vrooman Wealth Advisors24$1.24K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC18$929<0.01%-31813F-HRTimeline
MAI Capital Management15$775<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$723<0.01%new13F-HRTimelineGroup
Investors Portfolio Services LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.