13F Insight
DOSSIER · 13F Holders · Q2 2026
MSLC

MORGAN STANLEY PATHWAY FDS

35 institutions still hold MORGAN STANLEY PATHWAY FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61769L858·35 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.8B
visible holders
Holders
35
filers reporting
Concentration
99.40%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

35 institutions reported MSLC in Q2 2026. MORGAN STANLEY leads at 99.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.8B47.3M0.15%Q2 202602
COMERICA BANK
CIK 0000901541
$4M65K0.01%Q4 202503
FIFTH THIRD BANCORP
CIK 0000035527
$3M58K0.01%Q2 202604
CITADEL ADVISORS LLC
CIK 0001423053
$3M44K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$1M20K0.00%Q2 202606
STIFEL FINANCIAL CORP
CIK 0000720672
$1M17K0.00%Q2 202607
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$883K15K0.03%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$523K9K0.00%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$385K7K0.00%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$362K7K0.00%Q1 202611
Western Wealth Management, LLC
CIK 0001767902
$349K6K0.01%Q2 202612
HB Wealth Management, LLC
CIK 0001911253
$317K5K0.00%Q2 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$307K5K0.00%Q2 202614
StoneX Group Inc.
CIK 0000913760
$304K5K0.01%Q2 202615
Savant Capital, LLC
CIK 0001482880
$302K5K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$292K5K0.00%Q2 202617
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$264K5K0.01%Q2 202618
Mariner, LLC
CIK 0001373442
$261K4K0.00%Q2 202619
Wedmont Private Capital
CIK 0001904274
$201K3K0.01%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$197K3K0.00%Q2 2026
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