HolderBook

MORGAN STANLEY PATHWAY FDS (MSSM)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

23
Reporting holders
$526.5M
Reported value
0.0%
Held as options
+2
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

FilerValueShares Their book Held Change
MORGAN STANLEY$522.5M8,432,6740.03%7q-5.4%-$29.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M23,4630.00%4q-41.2%-$1.0M
CITADEL ADVISORS LLC$1.1M17,3210.00%5q+148.7%+$641.6K
FIFTH THIRD BANCORP$750.2K12,1090.00%2qHELD
LEAVELL INVESTMENT MANAGEMENT, INC.$375.1K6,0540.01%newNEW
StoneX Group Inc.$259.9K4,3380.01%newNEW
WELLS FARGO & COMPANY/MN$34.3K5540.00%7q+1008.0%+$31.2K
Steward Partners Investment Advisory, LLC$29.8K4810.00%2qHELD
MERCER GLOBAL ADVISORS INC /ADV$16.4K2640.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.1K2430.00%7q-45.3%-$12.5K
NewEdge Advisors, LLC$14.1K2270.00%newNEW
VANGUARD ADVISERS INC$11.7K1890.00%2q+13.2%+$1.4K
Colonial Trust Advisors$6.4K1040.00%2qHELD
OSAIC HOLDINGS, INC.$5.5K880.00%6q+2.3%
UBS Group AG$3.8K620.00%newNEW
IFP Advisors, Inc$3.6K580.00%7qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$3.0K480.00%newNEW
Integrated Wealth Concepts LLC$2.2K350.00%newNEW
ROYAL BANK OF CANADA$2.0K290.00%2q-96.1%-$49.6K
Sarver Vrooman Wealth Advisors$1.5K240.00%5qHELD
Aventura Private Wealth, LLC$1.1K180.00%3qHELD
ASSETMARK, INC$867140.00%2qHELD
Buck Wealth Strategies, LLC$682110.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202623$526.5M8,498,4088440.0%
Q1 202621$463.2M8,972,81211160.0%
Q4 202517$487.8M9,640,7356340.0%
Q3 202517$500.7M9,850,2575070.0%
Q2 202517$466.0M9,995,5705720.0%
Q1 202514$388.7M9,006,5498130.0%
Q4 202413$398.6M8,502,73013000.0%