LPL Financial
MSLC

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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial's MSLC Position: Q1 2026 in Review

LPL Financial increased its Morgan Stanley Pathway Large Cap Equity ETF (MSLC) stake by 0.76% in Q1 2026, buying an estimated $7.25K and bringing the position to 17,727 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

LPL Financial first reported a position in MSLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $957K in Q4 2025. 30 funds tracked by Wall St. Rank hold MSLC as of Q1 2026.

  • LPL Financial held 17,727 shares of Morgan Stanley Pathway Large Cap Equity ETF worth $918K as of Q1 2026.
  • LPL Financial bought 134 Morgan Stanley Pathway Large Cap Equity ETF shares in Q1 2026, an estimated $7.25K.
  • Morgan Stanley Pathway Large Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4259 holding.
  • LPL Financial first reported a position in Morgan Stanley Pathway Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Morgan Stanley Pathway Large Cap Equity ETF position peaked at $957K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Morgan Stanley Pathway Large Cap Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.