Ms Small-Mid Cap Equity ETFMSSMETF
13F holders, Q2 2025 (June 30)18holders +4
6new positions
3sold out
1famous investor
$46.62avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings, up 4 from Q1 2025. 6 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($460.5M), Jane Street Group, LLC ($2.4M) and Citadel Advisors ($2.2M). 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 2025)
- CUSIP
- 61769L841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.3M |
| Exits | 3 | $896K |
All 13F filers, Q1 2025 → Q2 2025: 1,009,834 shares bought and 20,774 shares sold, net +989,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Morgan Stanley | 0.03% | Add +10.1% | 9,877,114 | $460.5M |
| Jane Street Group, LLC | 0.00% | Add +383.3% | 51,304 | $2.4M |
| Citadel Advisors | 0.00% | New | 48,088 | $2.2M |
| Comerica Bank | 0.00% | Add +244.1% | 15,566 | $726K |
| UBS Group AG | 0.00% | Add +467.3% | 1,526 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1691.0% | 1,200 | $56K |
| Raymond James Financial Inc. | 0.00% | New | 221 | $10K |
| Wells Fargo & Company | 0.00% | Add +238.3% | 203 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +469.2% | 74 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 65 | $3K |
| Cwm, LLC | 0.00% | New | 72 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 58 | $3K |
| Bank of America Corp. | 0.00% | No change | 48 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -34.6% | 34 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 32 | $1K |
| Sarver Vrooman Wealth Advisors | 0.00% | New | 24 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 9 | $420 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 4 | $186 |
"% 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.