MSSM institutional holders

Morgan Stanley Pathway Small-Mid Cap Equity ETF · 23 reporting institutions · $527.2M reported value

Funds that can replace MSSM · MSSM return decomposition

Institutional holdings

Institutions reporting MSSM, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$522.5M23,1852026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
Citadel Advisors LLC$1.1M02026-06-30
Fifth Third Bancorp$750.2K02026-06-30
Comerica Bank$726K02025-12-31
Leavell Investment Management, Inc.$375.1K252026-06-30
Stonex Group Inc.$259.9K02026-06-30
Wells Fargo & Company/mn$34.3K02026-06-30
Steward Partners Investment Advisory, LLC$29.8K4812026-06-30
Northwestern Mutual Wealth Management Co$15.1K02026-06-30
Newedge Advisors$14.1K6012026-06-30
Vanguard Advisers Inc$11.7K2,4692026-06-30
Colonial Trust Advisors$6.4K152026-06-30
Osaic Holdings, Inc.$5.5K02026-06-30
UBS Group AG$3.8K02026-06-30
Ifp Advisors, Inc$3.6K3182026-06-30
Creative Financial Designs Inc /adv$3K02026-06-30
Integrated Wealth Concepts LLC$2.2K4802026-06-30
Royal Bank of Canada$2K02026-06-30
Sarver Vrooman Wealth Advisors$1.5K42026-06-30
Aventura Private Wealth, LLC$1.1K32026-06-30
Assetmark, Inc$8672202026-06-30
Buck Wealth Strategies, LLC$682502026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30