13FBOX
MORGAN STANLEY PATHWAY FDS · 13F Institutional Holdings
Options Calculator Rankings
M

MORGAN STANLEY PATHWAY FDS

MSLC
Institutions
35
Combined AUM (Q2 2026)
$2.79B
Combined Shares (Q2 2026)
47.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.6M
22 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-79,599
14 · 7 Exit · ≈
⚖️ Net
+2.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.79B
Institutions
35
New Buys
12
Adds
10
Reduces
7
Exits
7
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.15%0.15%#1$2.78B47.3M$2.44B44.8M+2.5M+5.56%Add
FIFTH THIRD BANCORP
0.01%0.01%#8$3.4M57,512$3.0M57,777-265-0.46%Reduce
CITADEL ADVISORS LLC
<0.01%#20$2.6M44,446$00+44,446New Buy
LPL Financial LLC
<0.01%<0.01%#23$1.2M19,659$917,63817,727+1,932+10.90%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#16$1.0M17,342$896,36317,316+26+0.15%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#31$905,15415,420$362,3036,999+8,421+120.32%Add
LEAVELL INVESTMENT MANAGEMENT, INC.
0.03%#2$883,02415,043$00+15,043New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#27$523,0758,911$493,8909,541-630-6.60%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#29$385,1016,560$367,7127,103-543-7.64%Reduce
Western Wealth Management, LLC
0.01%0.01%#6$348,6195,939$316,8016,120-181-2.96%Reduce
HB Wealth Management, LLC
<0.01%<0.01%#10$316,8635,398$205,6623,973+1,425+35.87%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#26$307,2365,234$313,1786,050-816-13.49%Reduce
StoneX Group Inc.
0.01%#5$303,6155,197$00+5,197New Buy
Savant Capital, LLC
<0.01%#15$302,2305,468$00+5,468New Buy
Cetera Investment Advisers
<0.01%<0.01%#22$292,3204,980$255,0414,927+53+1.08%Add
B. Riley Wealth Advisors, Inc.
0.01%0.01%#4$263,9684,520$227,7634,52000.00%Unchanged
Mariner, LLC
<0.01%#21$261,2154,450$00+4,450New Buy
Wedmont Private Capital
0.01%#7$200,8303,377$00+3,377New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#33$197,4673,364$4,65990+3,274+3,637.78%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#14$194,8843,320$171,8603,32000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#28$77,7191,324$00+1,324New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#24$76,3101,300$6,885133+1,167+877.44%Add
Aventura Private Wealth, LLC
0.02%0.02%#3$74,9601,277$66,1041,27700.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$72,8451,241$47,988927+314+33.87%Add
Geneos Wealth Management Inc.
<0.01%#12$63,9241,089$00+1,089New Buy
VANGUARD ADVISERS INC
<0.01%<0.01%#25$56,059955$42,861828+127+15.34%Add
TRUST CO OF VERMONT
<0.01%#13$29,761507$00+507New Buy
Colonial Trust Advisors
<0.01%<0.01%#11$25,006426$22,05242600.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#34$18,432314$18,480357-43-12.04%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#17$17,258294$00+294New Buy
IFP Advisors, Inc
<0.01%<0.01%#19$16,612283$14,64928300.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#32$9,175156$00+156New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#35$8,000130$156,0003,031-2,901-95.71%Reduce
Sarver Vrooman Wealth Advisors
<0.01%<0.01%#9$4,68079$4,2977900.00%Unchanged
Buck Wealth Strategies, LLC
<0.01%#18$2,87649$00+49New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow