Institutional Ownership
Morgan Stanley Pathway Fds
CUSIP 61769L841SMALL MID CAP EQMSSMQ1 2026
Institutional Holders
21
13F filers
Shares Held
8.97M
Aggregate institutional
Institutional Value
$463.18M
Q1 2026
Net New Holders
+5
11 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased1
Decreased6
Sold out6
Institutional Holders
21 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 8.91M | $459.99M | −650.9K | Reduced |
| 2 | Susquehanna International Group, LLP | 39.9K | $2.06M | −1.7K | Reduced |
| 3 | Fifth Third Bancorp | 12.1K | $625.1K | +12.1K | New |
| 4 | Citadel Advisors LLC | 7.0K | $359.5K | −13.0K | Reduced |
| 5 | Royal Bank Of Canada | 748 | $39.0K | +748 | New |
| 6 | Steward Partners Investment Advisory, LLC | 481 | $24.8K | +481 | New |
| 7 | Northwestern Mutual Wealth Management Co | 444 | $22.9K | −405 | Reduced |
| 8 | Truvestments Capital LLC | 365 | $18.8K | +365 | New |
| 9 | Vanguard Advisers Inc | 167 | $8.6K | +167 | First Filing |
| 10 | Colonial Trust Advisors | 104 | $5.4K | +104 | New |
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