LPL Financial’s Morgan Stanley Pathway Large Cap Equity ETF MSLC Stock Holding History

LPL Financial’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 Q2	$1.15M	Buy	19,659 +1,932	+11%	+$110K	﹤0.01%	4307
2026 Q1	$918K	Buy	17,727 +134	+0.8%	+$7.25K	﹤0.01%	4259
2025 Q4	$957K	Buy	17,593 +2,357	+15%	+$129K	﹤0.01%	4112
2025 Q3	$829K	Buy	15,236 +10,519	+223%	+$554K	﹤0.01%	4175
2025 Q2	$241K	Buy	+4,717	New	+$223K	﹤0.01%	4950

Other funds holding MSLC

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial's MSLC Position: Q2 2026 in Review

LPL Financial increased its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 19,659 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #4307.

LPL Financial first reported a position in MSLC in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold MSLC as of Q2 2026.

LPL Financial held 19,659 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $1.15M as of Q2 2026.
LPL Financial bought 1,932 Morgan Stanley Pathway Large Cap Equity ETF shares in Q2 2026, an estimated $110K.
Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4307 holding.
LPL Financial first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
34 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.