Ms Small-Mid Cap Equity ETFMSSMETF
13F holders, Q2 2026 (June 30)21holders
5new positions
6sold out
1famous investor
$61.96avg. 13F price*
At the end of Q2 2026, 21 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($522.5M), Susquehanna International Group, LLP ($1.5M) and Citadel Advisors ($1.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ms Small-Mid Cap Equity ETF
- Filed as
- MORGAN STANLEY PATHWAY FDS (Q2 2026)
- CUSIP
- 61769L841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $643K |
| Exits | 6 | $26K |
All 13F filers, Q1 2026 → Q2 2026: 21,617 shares bought and 496,288 shares sold, net −474,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Morgan Stanley | 0.03% | Reduce -5.4% | 8,432,674 | $522.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.2% | 23,463 | $1.5M |
| Citadel Advisors | 0.00% | Add +148.7% | 17,321 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -0.0% | 12,109 | $750K |
| Leavell Investment Management, Inc. | 0.01% | New | 6,054 | $375K |
| StoneX Group Inc. | 0.01% | New | 4,338 | $260K |
| Wells Fargo & Company | 0.00% | Add +2116.0% | 554 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 481 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -45.3% | 243 | $15K |
| NewEdge Advisors, LLC | 0.00% | Add +609.4% | 227 | $14K |
| Vanguard Advisers Inc. | 0.00% | Add +13.2% | 189 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 104 | $6K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 88 | $5K |
| UBS Group AG | 0.00% | New | 62 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 58 | $4K |
| Creative Financial Designs Inc. | 0.00% | New | 48 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -96.1% | 29 | $2K |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 24 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 18 | $1K |
| Assetmark, Inc. | 0.00% | No change | 14 | $867 |
| Buck Wealth Strategies, LLC | 0.00% | New | 11 | $682 |
"% of holder's portfolio" is MSSM's weight in each manager's 13F, not the share of Ms Small-Mid Cap Equity ETF the manager owns.