Who owns MSSM?
Morgan Stanley Pathway Small-Mid Cap Equity ETF · Morgan Stanley
22 institutions reported holding MSSM, worth $526.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MSSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $522.5M | 8,432,674 | −478,419 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.5M | 23,463 | −16,448 shares |
| Citadel Advisors LLC | Miami, FL | $1.1M | 17,321 | +10,356 shares |
| Fifth Third Bancorp | Cincinnati, OH | $750K | 12,109 | −1 shares |
| Leavell Investment Management, Inc. | Mobile, AL | $375K | 6,054 | New position |
| StoneX Group Inc. | New York, NY | $260K | 4,338 | New position |
| Wells Fargo & Company | San Francisco, CA | $34K | 554 | +529 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $30K | 481 | No change |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $15K | 243 | −201 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $14K | 227 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MSSM?
22 institutional managers reported holding MSSM in Form 13F filings for June 30, 2026, worth $526.5M in total. The largest reported position was held by Morgan Stanley, at $522.5M.
Did institutions buy or sell MSSM last quarter?
Reported 13F value rose 13.7% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MSSM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.