MSSM

MS Small-Mid Cap Equity ETF$58.07 3.01%
UnclassifiedUSCUSIP 61769L841· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
17
+6 QoQ
13F Value (tracked)
$463.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$58.07 3.01%1Y +16.7%
$36.85$42.97$49.09$55.21$61.33Dec 2024Mar 2025JulOctFeb 2026Jun3222222
Hover for who · click for detailEnd-of-day closing prices52w $44.98 – $59.87
Build

Use MSSM data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns MSSM

This stock page is the Follow view. The Build view lets your agent query MSSM owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MSSM"
Ask your agent
Use Arkolith to show who owns MSSM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

17 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$460.0M
8.9M
−6.8%
Reduced · −651K sh
Q1 2026
2SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.1M
40K
−4.0%
Reduced · −2K sh
Q1 2026
3FIFTH THIRD BANCORP
$625K
12K
New
+12K sh
Q1 2026
4CITADEL ADVISORS LLC
$360K
7K
−65%
Reduced · −13K sh
Q1 2026
5ROYAL BANK OF CANADA
$39K
748
New
+748 sh
Q1 2026
6Steward Partners Investment Advisory, LLC
$25K
481
New
+481 sh
Q1 2026
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$23K
444
−48%
Reduced · −405 sh
Q1 2026
8VANGUARD ADVISERS INC
$9K
167
New
+167 sh
Q1 2026
9OSAIC HOLDINGS, INC.
$4K
86
+16%
Added · +12 sh
Q1 2026
10Larson Financial Group LLC
$3K
60
New
+60 sh
Q1 2026
11IFP Advisors, Inc
$3K
58
Held
Q1 2026
12Arax Advisory Partners
$2K
33
New
+33 sh
Q1 2026
13NewEdge Advisors, LLC
$2K
32
−98%
Reduced · −2K sh
Q1 2026
14Cassaday & Co Wealth Management LLC
$1K
27
New
+27 sh
Q1 2026
15WELLS FARGO & COMPANY/MN
$1K
25
−68%
Reduced · −54 sh
Q1 2026
16MAI Capital Management
$775
15
New
+15 sh
Q1 2026
17ASSETMARK, INC
$723
14
New
+14 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
0
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

17 funds+8 since Q4 2024
0917Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $463.1M

Share classes

Class13F holdersValue held
MSLCmc25 funds$2.5B
MSSMthis pagemc17 funds$463.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own MSSM also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$6.2B
ISHARES CORE S&P 500 ETFIVV11 funds$5.4B
APPLE INCAAPL11 funds$4.8B
AMAZON.COM INCAMZN11 funds$3.4B
MICROSOFT CORPMSFT11 funds$3.4B
ALPHABET INC-CL AGOOGL11 funds$2.8B
BROADCOM INCAVGO11 funds$2.4B
META PLATFORMS INC-CLASS AMETA11 funds$2.4B
JPMORGAN CHASE & COJPM11 funds$2.0B
MICRON TECHNOLOGY INCMU11 funds$1.8B
TAIWAN SEMICONDUCTOR-SP ADRTSM11 funds$1.8B
SS SPDR DOW JONES INDUS AVGDIA11 funds$1.6B

Ranked by how many of MSSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.