Jeff Yass’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Jeff Yass’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 Q2	$1.45M	Sell	23,463 -16,448	-41%	-$950K	﹤0.01%	7243
2026 Q1	$2.06M	Sell	39,911 -1,671	-4%	-$89.2K	﹤0.01%	6123
2025 Q4	$2.1M	Buy	41,582 +26,635	+178%	+$1.36M	﹤0.01%	5557
2025 Q3	$760K	Buy	+14,947	New	+$731K	﹤0.01%	7993
2025 Q2	–	Sell	-20,722	Closed	-$894K	–	13966
2025 Q1	$894K	Buy	+20,722	New	+$963K	﹤0.01%	7521

Other funds holding MSSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Jeff Yass's MSSM Position: Q2 2026 in Review

Jeff Yass reduced its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) stake by 41% in Q2 2026, selling an estimated $950K and leaving 23,463 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #7243.

Jeff Yass first reported a position in MSSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2025. 22 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

Jeff Yass held 23,463 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.45M as of Q2 2026.
Jeff Yass sold 16,448 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q2 2026, an estimated $950K.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7243 holding.
Jeff Yass first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
Jeff Yass's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $2.1M in Q4 2025.
22 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.