B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

B. Riley Wealth Advisors’s Portfolio MSLC Stock Details MSLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$341K Buy
5,683
+1,163
+26% +$69.8K 0.01% 694
2026
Q2 		$264K Hold
4,520
– – 0.01% 665
2026
Q1 		$228K Hold
4,520
– – 0.01% 675
2025
Q4 		$246K Buy
+4,520
New +$247K 0.01% 786

Other funds holding MSLC

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

B. Riley Wealth Advisors's MSLC Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 26% in Q3 2026, buying an estimated $69.8K and bringing the position to 5,683 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #694.

B. Riley Wealth Advisors first reported a position in MSLC in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold MSLC as of Q3 2026.

  • B. Riley Wealth Advisors held 5,683 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $341K as of Q3 2026.
  • B. Riley Wealth Advisors bought 1,163 Morgan Stanley Pathway Large Cap Equity ETF shares in Q3 2026, an estimated $69.8K.
  • Morgan Stanley Pathway Large Cap Equity ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #694 holding.
  • B. Riley Wealth Advisors first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.