Ms Small-Mid Cap Equity ETFMSSMETF
13F holders, Q1 2025 (March 31)14holders +2
8new positions
6sold out
$43.16avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings, up 2 from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($387.1M), Susquehanna International Group, LLP ($894K) and Jane Street Group, LLC ($458K).
- Company
- Ms Small-Mid Cap Equity ETF
- Filed as
- MORGAN STANLEY PATHWAY FDS (Q1 2025)
- CUSIP
- 61769L841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 6 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 534,374 shares bought and 30,522 shares sold, net +503,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Morgan Stanley | 0.03% | Add +5.9% | 8,970,023 | $387.1M |
| Susquehanna International Group, LLP | 0.00% | New | 20,722 | $894K |
| Jane Street Group, LLC | 0.00% | New | 10,615 | $458K |
| Comerica Bank | 0.00% | Add +0.0% | 4,524 | $195K |
| UBS Group AG | 0.00% | New | 269 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -58.9% | 67 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -88.0% | 60 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 58 | $3K |
| Assetmark, Inc. | 0.00% | New | 52 | $2K |
| Bank of America Corp. | 0.00% | New | 48 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 32 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -92.3% | 13 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 21 | $909 |
| Osaic Holdings, Inc. | 0.00% | New | 13 | $561 |
"% 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.