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

MORGAN STANLEY PATHWAY FDS

24 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 61769L841·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$527M
visible holders
Holders
24
filers reporting
Concentration
99.10%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported MSSM in Q2 2026. MORGAN STANLEY leads at 99.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$522M8.4M0.03%Q2 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M23K0.00%Q2 202603
CITADEL ADVISORS LLC
CIK 0001423053
$1M17K0.00%Q2 202604
FIFTH THIRD BANCORP
CIK 0000035527
$750K12K0.00%Q2 202605
COMERICA BANK
CIK 0000901541
$726K14K0.00%Q4 202506
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$375K6K0.01%Q2 202607
StoneX Group Inc.
CIK 0000913760
$260K4K0.01%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$34K5540.00%Q2 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$30K4810.00%Q2 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$15K2430.00%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$14K2270.00%Q2 202612
VANGUARD ADVISERS INC
CIK 0000947529
$12K1890.00%Q2 202613
Colonial Trust Advisors
CIK 0001567993
$6K1040.00%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$5K880.00%Q2 202615
UBS Group AG
CIK 0001610520
$4K620.00%Q2 202616
IFP Advisors, Inc
CIK 0001641866
$4K580.00%Q2 202617
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3K480.00%Q2 202618
Integrated Wealth Concepts LLC
CIK 0001737109
$2K350.00%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$2K290.00%Q2 202620
Sarver Vrooman Wealth Advisors
CIK 0002076215
$1K240.00%Q2 2026
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