MFSG institutional holders

MFS ACTIVE EXCHANGE TRADED F · 13F, 2026Q2

Managers holding40
Shares held8,442,048
Reported value$255.0m
Quarter flows11 new, 17 added, 9 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Private Advisor Group, LLC2,207,692$66.8m0.3%
LPL Financial LLC1,755,961$53.1m0.0%
KINTRA WEALTH, LLC1,030,171$31.8m1.7%
JONES FINANCIAL COMPANIES LLLP1,077,532$31.5m0.0%
Allegheny Financial Group845,444$25.6m2.7%
ROYAL BANK OF CANADA269,100$8.1m0.0%
Prosperity Financial Group, Inc.172,207$5.2m1.6%
RAYMOND JAMES FINANCIAL INC163,017$4.9m0.0%
Cornerstone Wealth Management, LLC133,281$4.0m0.2%
COMMONWEALTH EQUITY SERVICES, LLC127,950$3.9m0.0%
Cetera Investment Advisers117,426$3.6m0.0%
Advisory Services Network, LLC92,308$2.8m0.0%
Kingsview Wealth Management, LLC71,494$2.2m0.0%
Apollon Wealth Management, LLC56,959$1.7m0.0%
GOLDMAN SACHS GROUP INC46,804$1.4m0.0%
JANE STREET GROUP, LLC38,173$1.2m0.0%
IHT Wealth Management, LLC35,395$1.1m0.0%
GWN SECURITIES INC.29,476$892,1710.1%
Cambridge Investment Research Advisors, Inc.29,020$878,0000.0%
NATIXIS ADVISORS, LLC18,779$568,0000.0%
BANK OF AMERICA CORP /DE/16,438$497,5450.0%
STIFEL FINANCIAL CORP15,556$470,8450.0%
Dickmeyer Boyce Financial Management, Inc.15,400$466,1150.2%
PARK AVENUE SECURITIES LLC14,366$435,0000.0%
D. E. Shaw & Co., Inc.10,802$326,9520.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MFSG"). MFSG price history · All 13F data

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