SPIA
MSSM

Steward Partners Investment Advisory’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Steward Partners Investment Advisory’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 		$24.8K Buy
+481
New +$25.7K ﹤0.01% 3127

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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's MSSM Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026: 481 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #3127 among its holdings.

21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Steward Partners Investment Advisory held 481 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $24.8K as of Q1 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3127 holding.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.