MORGAN STANLEY PATHWAY FDS (MSLC)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
35
Reporting holders
$2.8B
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $2.8B | 47,320,632 | 0.15% | 7q | HELD |
| FIFTH THIRD BANCORP | $3.4M | 57,512 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $2.6M | 44,446 | 0.00% | new | NEW |
| LPL Financial LLC | $1.2M | 19,659 | 0.00% | 5q | +10.9%+$113.4K |
| STIFEL FINANCIAL CORP | $1.0M | 17,342 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $905.2K | 15,420 | 0.00% | 2q | +120.3%+$494.3K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $883.0K | 15,043 | 0.03% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $523.1K | 8,911 | 0.00% | 5q | -6.6%-$37.0K |
| ENVESTNET ASSET MANAGEMENT INC | $385.1K | 6,560 | 0.00% | 2q | -7.6%-$31.9K |
| Western Wealth Management, LLC | $348.6K | 5,939 | 0.01% | 2q | -3.0%-$10.6K |
| HB Wealth Management, LLC | $316.9K | 5,398 | 0.00% | 4q | +35.9%+$83.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $307.2K | 5,234 | 0.00% | 7q | -13.5%-$47.9K |
| StoneX Group Inc. | $303.6K | 5,197 | 0.01% | new | NEW |
| Savant Capital, LLC | $302.2K | 5,468 | 0.00% | new | NEW |
| Cetera Investment Advisers | $292.3K | 4,980 | 0.00% | 2q | +1.1%+$3.1K |
| B. Riley Wealth Advisors, Inc. | $264.0K | 4,520 | 0.01% | 3q | HELD |
| Mariner, LLC | $261.2K | 4,450 | 0.00% | new | NEW |
| Wedmont Private Capital | $200.8K | 3,377 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $197.5K | 3,364 | 0.00% | 7q | +1768.9%+$186.9K |
| Steward Partners Investment Advisory, LLC | $194.9K | 3,320 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $77.7K | 1,324 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $76.3K | 1,300 | 0.00% | new | NEW |
| Aventura Private Wealth, LLC | $75.0K | 1,277 | 0.02% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $72.8K | 1,241 | 0.00% | 6q | +33.9%+$18.4K |
| Geneos Wealth Management Inc. | $63.9K | 1,089 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $56.1K | 955 | 0.00% | 2q | +15.3%+$7.5K |
| TRUST CO OF VERMONT | $29.8K | 507 | 0.00% | 2q | HELD |
| Colonial Trust Advisors | $25.0K | 426 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $18.4K | 314 | 0.00% | 2q | -12.0%-$2.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $17.3K | 294 | 0.00% | new | NEW |
| IFP Advisors, Inc | $16.6K | 283 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $9.2K | 156 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $8.0K | 130 | 0.00% | 2q | -95.7%-$178.5K |
| Sarver Vrooman Wealth Advisors | $4.7K | 79 | 0.00% | 5q | HELD |
| Buck Wealth Strategies, LLC | $2.9K | 49 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $2.8B | 47,566,196 | 12 | 7 | 6 | 0.0% |
| Q1 2026 | 29 | $2.5B | 47,507,474 | 15 | 4 | 3 | 0.0% |
| Q4 2025 | 23 | $2.5B | 46,343,164 | 9 | 8 | 2 | 0.0% |
| Q3 2025 | 20 | $2.4B | 44,983,311 | 6 | 2 | 8 | 0.0% |
| Q2 2025 | 18 | $2.3B | 45,489,759 | 6 | 7 | 2 | 0.0% |
| Q1 2025 | 15 | $2.0B | 43,939,527 | 7 | 2 | 4 | 0.0% |
| Q4 2024 | 14 | $2.0B | 42,227,697 | 14 | 0 | 0 | 0.0% |