MORGAN STANLEY PATHWAY FDS

MSLC (MORGAN STANLEY PATHWAY FDS) is held by 21 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($2.8B), FIFTH THIRD BANCORP ($3.4M), CITADEL ADVISORS LLC ($2.6M). Net institutional sentiment: Mixed.

21

Holders

(4 Elite)

$2.8B

Total Value

61% (23)

Consensus

14 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

MS

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)81

Activist (13D/13G)75

Congressional (STOCK Act)56

Holder Quality

28

★★★★★

Elite

82

★★★★

Strong

36

★★★

Solid

74

★★

Below

51

★

Weak

Held by 21 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MSLC.

Top Holders

Top Holders (21)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	47.3M(+0.1%)	$2.8B	0.1%	+27.24%	38
FIFTH THIRD BANCORP	Decreased	57,512(-0.5%)	$3.4M	0.0%	+11.98%	0
CITADEL ADVISORS LLC	New	44,446	$2.6M	0.0%	+3.32%	36
LPL Financial LLC	Increased	19,659(+10.9%)	$1.2M	0.0%	+14.39%	28
STIFEL FINANCIAL CORP	Increased	17,342(+0.1%)	$1M	0.0%	+10.78%	25
JANE STREET GROUP, LLC	Increased	15,420(+120.3%)	$905,154	0.0%	+7.08%	40
RAYMOND JAMES FINANCIAL INC	Decreased	8,911(-6.6%)	$523,075	0.0%	+14.51%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	6,560(-7.6%)	$385,101	0.0%	+11.98%	0
HB Wealth Management, LLC	Increased	5,398(+35.9%)	$316,863	0.0%	+11.04%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	5,234(-13.5%)	$307,236	0.0%	+17.95%	0
Savant Capital, LLC	New	5,468	$302,230	0.0%	+3.32%	32
Cetera Investment Advisers	Increased	4,980(+1.1%)	$292,320	0.0%	+11.88%	24
Mariner, LLC	New	4,450	$261,215	0.0%	+3.32%	32
WELLS FARGO & COMPANY/MN	Increased	3,364(+3637.8%)	$197,467	0.0%	+3.80%	25
Steward Partners Investment Advisory, LLC	Unchanged	3,320	$194,884	0.0%	+11.98%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	1,324	$77,719	0.0%	+3.32%	29
NewEdge Advisors, LLC	Increased	1,300(+877.4%)	$76,310	0.0%	+4.15%	34
OSAIC HOLDINGS, INC.	Increased	1,241(+33.9%)	$72,845	0.0%	+13.35%	27
ASSETMARK, INC	Decreased	314(-12.0%)	$18,432	0.0%	+11.98%	0
IWIntegrated Wealth Concepts LLC	New	156	$9,175	0.0%	+3.32%	26

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MSMSLCMORGAN STANLEY PATHWAY FDS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer