MORGAN STANLEY PATHWAY FDS

MSSM (MORGAN STANLEY PATHWAY FDS) is held by 12 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($460M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.1M), FIFTH THIRD BANCORP ($625,109). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	8.9M(-6.8%)	$460M	0.0%	+33.74%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	39,911(-4.0%)	$2.1M	0.0%	+20.14%	0
FIFTH THIRD BANCORP	New	12,110	$625,109	0.0%	+12.08%	34
CITADEL ADVISORS LLC	Decreased	6,965(-65.2%)	$359,533	0.0%	+24.14%	0
ROYAL BANK OF CANADA	New	748	$39,000	0.0%	+12.08%	31
Steward Partners Investment Advisory, LLC	New	481	$24,829	0.0%	+12.08%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	444(-47.7%)	$22,919	0.0%	+20.00%	0
OSAIC HOLDINGS, INC.	Increased	86(+16.2%)	$4,438	0.0%	+31.83%	12
NewEdge Advisors, LLC	New	32	$1,652	0.0%	+12.08%	17
WELLS FARGO & COMPANY/MN	Decreased	25(-68.3%)	$1,291	0.0%	+33.76%	0
MAI Capital Management	New	15	$775	0.0%	+12.08%	17
ASSETMARK, INC	New	14	$723	0.0%	+12.08%	17
UBS Group AG	Exited	0(-100.0%)	$22,770	0.0%	+21.09%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$17,406	0.0%	+5.70%	0
US BANCORP \DE\	Exited	0(-100.0%)	$708	0.0%	+5.70%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer