MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / SMALL MID CAP EQ
Total 13F shares
9,640,735
Share change
-209,522
Total reported value
$487,821,227
Price per share
$50.60
Number of holders
17
Value change
-$10,604,307
Number of buys
9
Number of sells
10

Institutional Holders of MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) as of Q4 2025

As of 31 Dec 2025, MORGAN STANLEY PATHWAY FDS - SMALL MID CAP EQ (MSSM) was held by 17 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,640,735 shares. The largest 10 holders included MORGAN STANLEY, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, COMERICA BANK, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, JONES FINANCIAL COMPANIES LLLP, Aventura Private Wealth, LLC, Ancora Advisors LLC, and TRUST CO OF VERMONT. This page lists 17 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.