Osaic Holdings
MSSM

Osaic Holdings’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Osaic Holdings’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
Q1 		$4.44K Buy
86
+12
+16% +$640 ﹤0.01% 6742
2025
Q4 		$3.74K Hold
74
– – ﹤0.01% 6851
2025
Q3 		$3.75K Hold
74
– – ﹤0.01% 6902
2025
Q2 		$3.45K Buy
74
+61
+469% +$2.65K ﹤0.01% 6735
2025
Q1 		$561 Buy
+13
New +$604 ﹤0.01% 6968

Other funds holding MSSM

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

Osaic Holdings's MSSM Position: Q1 2026 in Review

Osaic Holdings increased its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) stake by 16% in Q1 2026, buying an estimated $640 and bringing the position to 86 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #6742.

Osaic Holdings first reported a position in MSSM in Q1 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Osaic Holdings held 86 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $4.44K as of Q1 2026.
  • Osaic Holdings bought 12 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2026, an estimated $640.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6742 holding.
  • Osaic Holdings first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.