MS SMALL-MID CAP EQUITY ETF MSSM
$60.79
-0.9% 52w: $43.94 – $61.96
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.9452.9561.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
22
+5 QoQ
13F value
$463.2M
-5.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MSSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 8.9M | $460.0M | 0.0% | -6.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 39.9K | $2.1M | 0.0% | -4.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 12.1K | $625K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 7.0K | $360K | 0.0% | -65.2% |
| ROYAL BANK OF CANADA | Bank broker | 748 | $39K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 481 | $25K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 444 | $23K | 0.0% | -47.7% |
| Truvestments Capital LLC | Other | 365 | $19K | 0.0% | New |
| VANGUARD ADVISERS INC | Wealth advisor | 167 | $9K | 0.0% | — |
| Colonial Trust Advisors | Other | 104 | $5K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 86 | $4K | 0.0% | +16.2% |
| Larson Financial Group LLC | Wealth advisor | 60 | $3K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 58 | $3K | 0.0% | Held |
| Arax Advisory Partners | Wealth advisor | 33 | $2K | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 32 | $2K | 0.0% | New |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 27 | $1K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 25 | $1K | 0.0% | -68.4% |
| Sarver Vrooman Wealth Advisors | Wealth advisor | 24 | $1K | 0.0% | Held |
| Aventura Private Wealth, LLC | Other | 18 | $929 | 0.0% | -94.6% |
| MAI Capital Management | Wealth advisor | 15 | $775 | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 14 | $723 | 0.0% | New |
| Investors Portfolio Services LLC | Wealth advisor | 0 | $0 | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.