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MSLC Institutional Ownership

Morgan Stanley Pathway Funds - Large Cap Equity ETF
1W: -0.4% 1M: +0.1% YTD: -0.9%
$60.44
+0.32 (+0.53%)
 
Weekly Expected Move ±1.5%
$59 $60 $60 $61 $62
ETF AMEX · AUM $4.1B

Institutional Ownership — MSLC

42
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
12
New Positions
10
Increased
14
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (49 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 47,320,632 2.9B +40,139 +0.1% 7Q SEC ↗
2 FIFTH THIRD BANCORP 57,512 3M -265 -0.5% 2Q SEC ↗
3 CITADEL ADVISORS LLC NEW 44,446 3M — +0.0% 1Q SEC ↗
4 LPL Financial LLC 19,659 1M +1,932 +10.9% 5Q SEC ↗
5 STIFEL FINANCIAL CORP 17,342 1M +26 +0.2% 3Q SEC ↗
6 JANE STREET GROUP, LLC 15,420 932K +8,421 +120.3% 2Q SEC ↗
7 LEAVELL INVESTMENT MANAGEMENT, INC. NEW 15,043 909K — +0.0% 1Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 8,911 539K -630 -6.6% 5Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 6,560 396K -543 -7.6% 2Q SEC ↗
10 Western Wealth Management, LLC 5,939 359K -181 -3.0% 2Q SEC ↗
11 Savant Capital, LLC NEW 5,468 330K — +0.0% 1Q SEC ↗
12 HB Wealth Management, LLC 5,398 326K +1,425 +35.9% 4Q SEC ↗
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 5,234 316K -816 -13.5% 7Q SEC ↗
14 StoneX Group Inc. NEW 5,197 314K — +0.0% 1Q SEC ↗
15 Cetera Investment Advisers 4,980 301K +53 +1.1% 2Q SEC ↗
16 B. Riley Wealth Advisors, Inc. 4,520 273K — +0.0% 3Q SEC ↗
17 Mariner, LLC NEW 4,450 269K — +0.0% 1Q SEC ↗
18 Wedmont Private Capital NEW 3,377 204K — +0.0% 1Q SEC ↗
19 WELLS FARGO & COMPANY/MN 3,364 203K +3,274 +3637.8% 7Q SEC ↗
20 Steward Partners Investment Advisory, 3,320 201K — +0.0% 2Q SEC ↗
21 MERCER GLOBAL ADVISORS INC /ADV NEW 1,324 80K — +0.0% 1Q SEC ↗
22 NewEdge Advisors, LLC 1,300 79K +1,167 +877.4% 2Q SEC ↗
23 Aventura Private Wealth, LLC 1,277 77K — +0.0% 3Q SEC ↗
24 OSAIC HOLDINGS, INC. 1,241 75K +314 +33.9% 6Q SEC ↗
25 Geneos Wealth Management Inc. NEW 1,089 66K — +0.0% 1Q SEC ↗
26 VANGUARD ADVISERS INC 955 58K +127 +15.3% 2Q SEC ↗
27 TRUST CO OF VERMONT NEW 507 31K — +0.0% 1Q SEC ↗
28 Colonial Trust Advisors 426 26K — +0.0% 2Q SEC ↗
29 ASSETMARK, INC 314 19K -43 -12.0% 2Q SEC ↗
30 CREATIVE FINANCIAL DESIGNS INC /ADV NEW 294 18K — +0.0% 1Q SEC ↗
31 IFP Advisors, Inc 283 17K — +0.0% 7Q SEC ↗
32 Integrated Wealth Concepts LLC NEW 156 9K — +0.0% 1Q SEC ↗
33 ROYAL BANK OF CANADA 130 8K -2,901 -95.7% 2Q SEC ↗
34 Sarver Vrooman Wealth Advisors 79 5K — +0.0% 5Q SEC ↗
35 Buck Wealth Strategies, LLC NEW 49 3K — +0.0% 1Q SEC ↗
36 Beaird Harris Wealth Management, LLC 0 0K -342 -100.0% 2Q SEC ↗
37 Empower Advisory Group, LLC 0 0K -5,388 -100.0% 1Q SEC ↗
38 US BANCORP \DE 0 0K -72 -100.0% 1Q SEC ↗
39 Estate Planners Group, LLC 0 0K -44 -100.0% 1Q SEC ↗
40 Creative Planning 0 0K -9,802 -100.0% 1Q SEC ↗
41 Cassaday & Co Wealth Management LLC 0 0K -142 -100.0% 1Q SEC ↗
42 Arax Advisory Partners 0 0K -140 -100.0% 1Q SEC ↗
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -62,049 -100.0% 6Q SEC ↗
44 UBS Group AG 0 0K -130 -100.0% 4Q SEC ↗
45 MAI Capital Management 0 0K -76 -100.0% 1Q SEC ↗
46 Reyes Financial Architecture, Inc. 0 0K -83 -100.0% 1Q SEC ↗
47 Truvestments Capital LLC 0 0K -1,755 -100.0% 1Q SEC ↗
48 JONES FINANCIAL COMPANIES LLLP 0 0K -1,588 -100.0% 1Q SEC ↗
49 Larson Financial Group LLC 0 0K -256 -100.0% 1Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
MORGAN STANLEY +40,139 +0.1% 47,320,632
JANE STREET GROUP, LLC +8,421 +120.3% 15,420
WELLS FARGO & COMPANY/MN +3,274 +3637.8% 3,364
LPL Financial LLC +1,932 +10.9% 19,659
HB Wealth Management, LLC +1,425 +35.9% 5,398
NewEdge Advisors, LLC +1,167 +877.4% 1,300
OSAIC HOLDINGS, INC. +314 +33.9% 1,241
VANGUARD ADVISERS INC +127 +15.3% 955
Cetera Investment Advisers +53 +1.1% 4,980
STIFEL FINANCIAL CORP +26 +0.2% 17,342
Biggest Decreases (7)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -2,901 -95.7% 130
NORTHWESTERN MUTUAL WEALTH MANAGEME -816 -13.5% 5,234
RAYMOND JAMES FINANCIAL INC -630 -6.6% 8,911
ENVESTNET ASSET MANAGEMENT INC -543 -7.6% 6,560
FIFTH THIRD BANCORP -265 -0.5% 57,512
Western Wealth Management, LLC -181 -3.0% 5,939
ASSETMARK, INC -43 -12.0% 314

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms