Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF include Raymond James Financial Inc, Cwm, Llc, Sarver Vrooman Wealth Advisors, and Plante Moran Financial Advisors, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 74 | 469.23 | 3 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 221 | 10 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,200 | 1,691.04 | 56 | 2,650.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,526 | 467.29 | 71 | 545.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48,088 | 2,242 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 24 | 1 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 203 | 238.33 | 9 | 350.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,566 | 244.08 | 726 | 271.79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9,877,114 | 10.11 | 460,471 | 18.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51,304 | 383.32 | 2,392 | 422.05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 72 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
