Ms Small-Mid Cap Equity ETFMSSMETF
13F holders, Q4 2024 (December 31)12holders
1famous investor
$46.88avg. 13F price*
At the end of Q4 2024, 12 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings. The largest holders were Morgan Stanley ($397.1M), Citadel Advisors ($1.4M) and Wells Fargo & Company ($23K). 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 (Q4 2024)
- CUSIP
- 61769L841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $398.6M |
| Exits | 0 | $0 |
Ownership 12 holders
| Morgan Stanley | 0.03% | New | 8,471,945 | $397.1M |
| Citadel Advisors | 0.00% | New | 29,573 | $1.4M |
| Wells Fargo & Company | 0.00% | New | 501 | $23K |
| Royal Bank of Canada | 0.00% | New | 169 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 163 | $8K |
| Oarsman Capital, Inc. | 0.00% | New | 84 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 75 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 65 | $3K |
| IFP Advisors, Inc | 0.00% | New | 58 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 42 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | New | 34 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 21 | $984 |
"% 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.