MORGAN STANLEY PATHWAY FDS

MSSM (MORGAN STANLEY PATHWAY FDS) is held by 14 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($522.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.5M), CITADEL ADVISORS LLC ($1.1M). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$525.9M

Total Value

54% (13)

Consensus

7 buying - 6 selling

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

MS

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)67

Activist (13D/13G)68

Congressional (STOCK Act)64

Holder Quality

25

★★★★★

Elite

85

★★★★

Strong

33

★★★

Solid

71

★★

Below

22

★

Weak

Held by 14 funds

1 elite

Who's Trading

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

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

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	8.4M(-5.4%)	$522.5M	0.0%	+33.92%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	23,463(-41.2%)	$1.5M	0.0%	+20.30%	0
CITADEL ADVISORS LLC	Increased	17,321(+148.7%)	$1.1M	0.0%	+6.96%	41
FIFTH THIRD BANCORP	Decreased	12,109(-0.0%)	$750,232	0.0%	+12.23%	0
WELLS FARGO & COMPANY/MN	Increased	554(+2116.0%)	$34,324	0.0%	-1.01%	22
Steward Partners Investment Advisory, LLC	Unchanged	481	$29,801	0.0%	+12.23%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	264	$16,357	0.0%	-2.22%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	243(-45.3%)	$15,055	0.0%	+20.17%	0
NewEdge Advisors, LLC	Increased	227(+609.4%)	$14,064	0.0%	-0.41%	20
OSAIC HOLDINGS, INC.	Increased	88(+2.3%)	$5,452	0.0%	+30.97%	11
UBS Group AG	New	62	$3,841	0.0%	-2.22%	22
IWIntegrated Wealth Concepts LLC	New	35	$2,172	0.0%	-2.22%	18
ROYAL BANK OF CANADA	Decreased	29(-96.1%)	$2,000	0.0%	+12.23%	0
ASSETMARK, INC	Unchanged	14	$867	0.0%	+12.23%	0
MAI Capital Management	Exited	0(-100.0%)	$775	0.0%	+14.78%	0

MSMSSMMORGAN 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