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
Q2 		$29.8K Hold
481
– – ﹤0.01% 3233
2026
Q1 		$24.8K Buy
+481
New +$25.7K ﹤0.01% 3127

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Steward Partners Investment Advisory's MSSM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) position steady in Q2 2026 at 481 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Steward Partners Investment Advisory first reported a position in MSSM in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Steward Partners Investment Advisory held 481 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $29.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Morgan Stanley Pathway Small-Mid Cap Equity ETF share count unchanged in Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3233 holding.
  • Steward Partners Investment Advisory first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.