Who Owns MORGAN STANLEY PATHWAY FDS (MSSM)? -- Institutional Holders (2026-06-30)
28 institutions reported holding $526.5M of MORGAN STANLEY PATHWAY FDS (MSSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($522.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.5M), CITADEL ADVISORS LLC ($1.1M), FIFTH THIRD BANCORP ($750,232), LEAVELL INVESTMENT MANAGEMENT, INC. ($375,087). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $522.5M | 8.4M | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 23,463 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $1.1M | 17,321 | Added |
| 4 | FIFTH THIRD BANCORP | $750,232 | 12,109 | Trimmed |
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | $375,087 | 6,054 | New |
| 6 | StoneX Group Inc. | $259,934 | 4,338 | New |
| 7 | WELLS FARGO & COMPANY/MN | $34,324 | 554 | Added |
| 8 | Steward Partners Investment Advisory, LLC | $29,801 | 481 | Hold |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15,055 | 243 | Trimmed |
| 10 | NewEdge Advisors, LLC | $14,064 | 227 | Added |
| 11 | VANGUARD GROUP INC | $11,710 | 189 | Added |
| 12 | Colonial Trust Advisors | $6,444 | 104 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $5,452 | 88 | Added |
| 14 | UBS Group AG | $3,841 | 62 | New |
| 15 | IFP Advisors, Inc | $3,594 | 58 | Hold |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2,974 | 48 | New |
| 17 | Integrated Wealth Concepts LLC | $2,172 | 35 | New |
| 18 | Royal Bank of Canada | $2,000 | 29 | Trimmed |
| 19 | Sarver Vrooman Wealth Advisors | $1,478 | 24 | Hold |
| 20 | Aventura Private Wealth, LLC | $1,115 | 18 | Hold |
| 21 | ASSETMARK, INC | $867 | 14 | Hold |
| 22 | Buck Wealth Strategies, LLC | $682 | 11 | New |
| 23 | MAI Capital Management | $0 | 0 | Exited |
| 24 | Arax Advisory Partners | $0 | 0 | Exited |
| 25 | Larson Financial Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30