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MSSM

Ancora Advisors’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Ancora Advisors’s Portfolio MSSM Stock Details MSSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-326
Closed -$16.5K – 2575
2025
Q4 		$16.5K Buy
+326
New +$16.7K ﹤0.01% 1626

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

Ancora Advisors's MSSM Position: Q1 2026 in Review

Ancora Advisors sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026, closing a stake of 326 shares — an estimated $16.5K sold.

Ancora Advisors first reported a position in MSSM in Q4 2025 and held it in 1 quarter. The position peaked at $16.5K in Q4 2025. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Ancora Advisors reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 326 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $16.5K.
  • Ancora Advisors first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Ancora Advisors's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $16.5K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.