Ms Large Cap Equity ETFMSLCETF

13F holders, Q2 2026 (June 30)
33holders +3
9new positions
7sold out
1famous investor
$58.70avg. 13F price*

At the end of Q2 2026, 33 institutions reported holding Ms Large Cap Equity ETF (MSLC) in their 13F filings, up 3 from Q1 2026. 9 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($2.8B), Fifth Third Bancorp ($3.4M) and Citadel Advisors ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ms Large Cap Equity ETF
Filed as
MORGAN STANLEY PATHWAY FDS (Q2 2026)
CUSIP
61769L858
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q4 2024: 13Q4 2024Q1 2025: 15Q1 2025Q2 2025: 19Q2 2025Q3 2025: 20Q3 2025Q4 2025: 23Q4 2025Q1 2026: 30Q1 2026Q2 2026: 33Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$4.6M
Exits7$3.8M

All 13F filers, Q1 2026 → Q2 2026: 136,291 shares bought and 79,599 shares sold, net +56,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Morgan Stanley 0.15% Add +0.1% 47,320,632 $2.8B
Fifth Third Bancorp 0.01% Reduce -0.5% 57,512 $3.4M
Citadel Advisors 0.00% New 44,446 $2.6M
LPL Financial LLC 0.00% Add +10.9% 19,659 $1.2M
Stifel Financial Corp. 0.00% Add +0.1% 17,342 $1.0M
Jane Street Group, LLC 0.00% Add +120.3% 15,420 $905K
Leavell Investment Management, Inc. 0.03% New 15,043 $883K
Raymond James Financial Inc. 0.00% Reduce -6.6% 8,911 $523K
Envestnet Asset Management Inc. 0.00% Reduce -7.6% 6,560 $385K
Western Wealth Management, LLC 0.01% Reduce -3.0% 5,939 $349K
HB Wealth Management, LLC 0.00% Add +35.9% 5,398 $317K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.5% 5,234 $307K
StoneX Group Inc. 0.01% New 5,197 $304K
Savant Capital, LLC 0.00% New 5,468 $302K
Cetera Investment Advisers 0.00% Add +1.1% 4,980 $292K
B. Riley Wealth Advisors, Inc. 0.01% No change 4,520 $264K
Mariner, LLC 0.00% New 4,450 $261K
Wedmont Private Capital 0.01% New 3,377 $201K
Wells Fargo & Company 0.00% Add +3637.8% 3,364 $197K
Steward Partners Investment Advisory, LLC 0.00% No change 3,320 $195K
NewEdge Advisors, LLC 0.00% Add +877.4% 1,300 $76K
Aventura Private Wealth, LLC 0.02% No change 1,277 $75K
Osaic Holdings, Inc. 0.00% Add +33.9% 1,241 $73K
Geneos Wealth Management Inc. 0.00% New 1,089 $64K
Vanguard Advisers Inc. 0.00% Add +15.3% 955 $56K
Trust Co. of Vermont 0.00% — 507 $30K
Colonial Trust Advisors 0.00% No change 426 $25K
Assetmark, Inc. 0.00% Reduce -12.0% 314 $18K
Creative Financial Designs Inc. 0.00% New 294 $17K
IFP Advisors, Inc 0.00% No change 283 $17K
Royal Bank of Canada 0.00% Reduce -95.7% 130 $8K
Sarver Vrooman Wealth Advisors 0.00% No change 79 $5K
Buck Wealth Strategies, LLC 0.00% New 49 $3K

"% of holder's portfolio" is MSLC's weight in each manager's 13F, not the share of Ms Large Cap Equity ETF the manager owns.