Who Owns MORGAN STANLEY PATHWAY FDS (MSLC)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $2.79B of MORGAN STANLEY PATHWAY FDS (MSLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($2.78B), FIFTH THIRD BANCORP ($3.4M), CITADEL ADVISORS LLC ($2.6M), LPL Financial LLC ($1.2M), STIFEL FINANCIAL CORP ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $2.78B | 47.3M | Added |
| 2 | FIFTH THIRD BANCORP | $3.4M | 57,512 | Trimmed |
| 3 | CITADEL ADVISORS LLC | $2.6M | 44,446 | New |
| 4 | LPL Financial LLC | $1.2M | 19,659 | Added |
| 5 | STIFEL FINANCIAL CORP | $1.0M | 17,342 | Added |
| 6 | JANE STREET GROUP, LLC | $905,154 | 15,420 | Added |
| 7 | LEAVELL INVESTMENT MANAGEMENT, INC. | $883,024 | 15,043 | New |
| 8 | RAYMOND JAMES FINANCIAL INC | $523,075 | 8,911 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $385,101 | 6,560 | Trimmed |
| 10 | Western Wealth Management, LLC | $348,619 | 5,939 | Trimmed |
| 11 | HB Wealth Management, LLC | $316,863 | 5,398 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $307,236 | 5,234 | Trimmed |
| 13 | StoneX Group Inc. | $303,615 | 5,197 | New |
| 14 | Savant Capital, LLC | $302,230 | 5,468 | New |
| 15 | Cetera Investment Advisers | $292,320 | 4,980 | Added |
| 16 | B. Riley Wealth Advisors, Inc. | $263,968 | 4,520 | Hold |
| 17 | Mariner, LLC | $261,215 | 4,450 | New |
| 18 | Wedmont Private Capital | $200,830 | 3,377 | New |
| 19 | WELLS FARGO & COMPANY/MN | $197,467 | 3,364 | Added |
| 20 | Steward Partners Investment Advisory, LLC | $194,884 | 3,320 | Hold |
| 21 | NewEdge Advisors, LLC | $76,310 | 1,300 | Added |
| 22 | Aventura Private Wealth, LLC | $74,960 | 1,277 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $72,845 | 1,241 | Added |
| 24 | Geneos Wealth Management Inc. | $63,924 | 1,089 | New |
| 25 | VANGUARD GROUP INC | $56,059 | 955 | Added |
Source: SEC Form 13F filings · as of 2026-06-30