Ms Small-Mid Cap Equity ETFMSSMETF

13F holders, Q3 2025 (September 30)
17holders −1
5new positions
6sold out
1famous investor
$50.83avg. 13F price*

At the end of Q3 2025, 17 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings, down 1 from Q2 2025. 5 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($498.1M), Comerica Bank ($785K) and Susquehanna International Group, LLP ($760K). 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 (Q3 2025)
CUSIP
61769L841
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q4 2024: 12Q4 2024Q1 2025: 14Q1 2025Q2 2025: 18Q2 2025Q3 2025: 17Q3 2025Q4 2025: 17Q4 2025Q1 2026: 21Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$782K
Exits6$18K

All 13F filers, Q2 2025 → Q3 2025: 15,393 shares bought and 160,778 shares sold, net −145,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Morgan Stanley 0.03% Reduce -0.8% 9,799,125 $498.1M
Comerica Bank 0.00% Reduce -0.8% 15,437 $785K
Susquehanna International Group, LLP 0.00% New 14,947 $760K
Jane Street Group, LLC 0.00% Reduce -78.1% 11,242 $571K
Citadel Advisors 0.00% Reduce -83.6% 7,868 $400K
UBS Group AG 0.00% Reduce -56.4% 666 $34K
Royal Bank of Canada 0.00% New 300 $15K
Wells Fargo & Company 0.00% Reduce -11.8% 179 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -92.2% 94 $5K
Beaird Harris Wealth Management, LLC 0.00% New 82 $4K
Osaic Holdings, Inc. 0.00% No change 74 $4K
Global Retirement Partners, LLC 0.00% No change 65 $3K
Wealthspire Advisors, LLC 0.00% New 58 $3K
IFP Advisors, Inc 0.00% No change 58 $3K
Geneos Wealth Management Inc. 0.00% No change 32 $2K
Sarver Vrooman Wealth Advisors 0.00% No change 24 $1K
Raleigh Capital Management Inc. 0.00% New 6 $305

"% 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.