LPL Financial’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

LPL Financial’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 Q3	$258K	Buy	+4,533	New	+$271K	﹤0.01%	5645

Other funds holding MSSM

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Peterson Wealth Management Sparks, Nevada $218M AUM 11.66% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

LPL Financial's MSSM Position: Q3 2026 in Review

LPL Financial opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q3 2026: 4,533 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #5645 among its holdings.

13 funds tracked by Wall St. Rank hold MSSM as of Q3 2026.

LPL Financial held 4,533 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $258K as of Q3 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new LPL Financial position in Q3 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5645 holding.
13 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.