Ms Small-Mid Cap Equity ETFMSSMETF
13F holders, Q4 2025 (December 31)17holders
6new positions
6sold out
1famous investor
$50.60avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings, unchanged from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($483.8M), Susquehanna International Group, LLP ($2.1M) and Citadel Advisors ($1.0M). 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 2025)
- CUSIP
- 61769L841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $58K |
| Exits | 6 | $595K |
All 13F filers, Q3 2025 → Q4 2025: 40,669 shares bought and 250,191 shares sold, net −209,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Morgan Stanley | 0.03% | Reduce -2.4% | 9,562,042 | $483.8M |
| Susquehanna International Group, LLP | 0.00% | Add +178.2% | 41,582 | $2.1M |
| Citadel Advisors | 0.00% | Add +154.2% | 19,998 | $1.0M |
| Comerica Bank | 0.00% | Reduce -7.0% | 14,348 | $726K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +803.2% | 849 | $43K |
| UBS Group AG | 0.00% | Reduce -32.4% | 450 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 344 | $17K |
| Aventura Private Wealth, LLC | 0.01% | New | 336 | $17K |
| Ancora Advisors LLC | 0.00% | New | 326 | $16K |
| Trust Co. of Vermont | 0.00% | New | 112 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 82 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -55.9% | 79 | $4K |
| Osaic Holdings, Inc. | 0.00% | No change | 74 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 58 | $3K |
| Sarver Vrooman Wealth Advisors | 0.00% | No change | 24 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 17 | $860 |
| US Bancorp \de | 0.00% | New | 14 | $708 |
"% 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.