Who Owns MORGAN STANLEY PATHWAY FDS (MSSM)? -- Institutional Holders (2026-03-31)
27 institutions reported holding $463.2M of MORGAN STANLEY PATHWAY FDS (MSSM) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($460.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.1M), FIFTH THIRD BANCORP ($625,109), CITADEL ADVISORS LLC ($359,533), Royal Bank of Canada ($39,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $460.0M | 8.9M | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 39,911 | Trimmed |
| 3 | FIFTH THIRD BANCORP | $625,109 | 12,110 | New |
| 4 | CITADEL ADVISORS LLC | $359,533 | 6,965 | Trimmed |
| 5 | Royal Bank of Canada | $39,000 | 748 | New |
| 6 | Steward Partners Investment Advisory, LLC | $24,829 | 481 | New |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22,919 | 444 | Trimmed |
| 8 | Truvestments Capital LLC | $18,841 | 365 | New |
| 9 | VANGUARD ADVISERS INC | $8,621 | 167 | New |
| 10 | Colonial Trust Advisors | $5,368 | 104 | New |
| 11 | OSAIC HOLDINGS, INC. | $4,438 | 86 | Added |
| 12 | Larson Financial Group LLC | $3,097 | 60 | New |
| 13 | IFP Advisors, Inc | $2,994 | 58 | Hold |
| 14 | Western Wealth Management, LLC | $2,013 | 39 | New |
| 15 | Arax Advisory Partners | $1,703 | 33 | New |
| 16 | Cassaday & Co Wealth Management LLC | $1,394 | 27 | New |
| 17 | WELLS FARGO & COMPANY/MN | $1,291 | 25 | Trimmed |
| 18 | Sarver Vrooman Wealth Advisors | $1,239 | 24 | Hold |
| 19 | Aventura Private Wealth, LLC | $929 | 18 | Trimmed |
| 20 | MAI Capital Management | $775 | 15 | New |
| 21 | ASSETMARK, INC | $723 | 14 | New |
| 22 | UBS Group AG | $0 | 0 | Exited |
| 23 | Reyes Financial Architecture, Inc. | $0 | 0 | Exited |
| 24 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
| 25 | Ancora Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31