Ms Small-Mid Cap Equity ETFMSSMETF

13F holders, Q1 2026 (March 31)
21holders +4
12new positions
6sold out
1famous investor
$51.62avg. 13F price*

At the end of Q1 2026, 21 institutions reported holding Ms Small-Mid Cap Equity ETF (MSSM) in their 13F filings, up 4 from Q4 2025. 12 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($460.0M), Susquehanna International Group, LLP ($2.1M) and Fifth Third Bancorp ($625K). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$722K
Exits6$62K

All 13F filers, Q4 2025 → Q1 2026: 14,001 shares bought and 667,663 shares sold, net −653,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Morgan Stanley 0.03% Reduce -6.8% 8,911,093 $460.0M
Susquehanna International Group, LLP 0.00% Reduce -4.0% 39,911 $2.1M
Fifth Third Bancorp 0.00% New 12,110 $625K
Citadel Advisors 0.00% Reduce -65.2% 6,965 $360K
Royal Bank of Canada 0.00% New 748 $39K
Steward Partners Investment Advisory, LLC 0.00% New 481 $25K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.7% 444 $23K
Truvestments Capital LLC 0.00% New 365 $19K
Vanguard Advisers Inc. 0.00% — 167 $9K
Colonial Trust Advisors 0.00% New 104 $5K
Osaic Holdings, Inc. 0.00% Add +16.2% 86 $4K
Larson Financial Group LLC 0.00% New 60 $3K
IFP Advisors, Inc 0.00% No change 58 $3K
Arax Advisory Partners 0.00% New 33 $2K
NewEdge Advisors, LLC 0.00% New 32 $2K
Cassaday & Co Wealth Management LLC 0.00% New 27 $1K
Wells Fargo & Company 0.00% Reduce -68.3% 25 $1K
Sarver Vrooman Wealth Advisors 0.00% No change 24 $1K
Aventura Private Wealth, LLC 0.00% Reduce -94.6% 18 $929
MAI Capital Management 0.00% New 15 $775
Assetmark, Inc. 0.00% New 14 $723

"% 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.