MFS ACTIVE EXCHANGE TRADED F (MFSG)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
37
Reporting holders
$253.1M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | $66.8M | 2,207,692 | 0.31% | 3q | +5825.6%+$65.7M |
| LPL Financial LLC | $53.1M | 1,755,961 | 0.01% | 4q | +3.6%+$1.8M |
| KINTRA WEALTH, LLC | $31.8M | 1,030,171 | 1.66% | 3q | -45.8%-$26.8M |
| JONES FINANCIAL COMPANIES LLLP | $31.5M | 1,077,532 | 0.01% | 5q | +30.2%+$7.3M |
| Allegheny Financial Group | $25.6M | 845,444 | 2.72% | 5q | +29.4%+$5.8M |
| ROYAL BANK OF CANADA | $8.1M | 269,100 | 0.00% | 5q | +6.4%+$489.9K |
| Prosperity Financial Group, Inc. | $5.2M | 172,207 | 1.62% | 6q | +1.3%+$68.3K |
| RAYMOND JAMES FINANCIAL INC | $4.9M | 163,017 | 0.00% | 3q | +620.3%+$4.2M |
| Cornerstone Wealth Management, LLC | $4.0M | 133,281 | 0.17% | 4q | -13.4%-$623.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 127,950 | 0.00% | 7q | +52.6%+$1.3M |
| Cetera Investment Advisers | $3.6M | 117,426 | 0.00% | 4q | +45.1%+$1.1M |
| Advisory Services Network, LLC | $2.8M | 92,308 | 0.03% | 6q | +6.6%+$174.1K |
| Kingsview Wealth Management, LLC | $2.2M | 71,494 | 0.03% | 2q | +58.3%+$796.6K |
| Apollon Wealth Management, LLC | $1.7M | 56,959 | 0.02% | 5q | +0.7%+$12.7K |
| GOLDMAN SACHS GROUP INC | $1.4M | 46,804 | 0.00% | 2q | +2.2%+$30.8K |
| JANE STREET GROUP, LLC | $1.2M | 38,173 | 0.00% | 3q | -2.6%-$30.4K |
| IHT Wealth Management, LLC | $1.1M | 35,395 | 0.02% | 3q | -24.8%-$354.1K |
| GWN SECURITIES INC. | $892.2K | 29,476 | 0.15% | 2q | -11.7%-$118.2K |
| BANK OF AMERICA CORP /DE/ | $497.5K | 16,438 | 0.00% | 3q | +56.5%+$179.7K |
| STIFEL FINANCIAL CORP | $470.8K | 15,556 | 0.00% | 2q | +45.8%+$147.9K |
| Dickmeyer Boyce Financial Management, Inc. | $466.1K | 15,400 | 0.24% | 2q | -7.8%-$39.7K |
| D. E. Shaw & Co., Inc. | $327.0K | 10,802 | 0.00% | new | NEW |
| BlueChip Wealth Advisors LLC | $302.7K | 10,000 | 0.11% | new | NEW |
| Global Retirement Partners, LLC | $299.2K | 9,885 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $257.3K | 8,500 | 0.02% | 3q | +5.9%+$14.3K |
| SUMMIT WEALTH GROUP LLC / CO | $202.1K | 6,676 | 0.02% | new | NEW |
| IFG Advisory, LLC | $156.4K | 5,166 | 0.01% | new | NEW |
| Roxbury Financial LLC | $151.1K | 4,993 | 0.12% | 6q | -2.5%-$3.8K |
| Integrated Wealth Concepts LLC | $46.9K | 1,549 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $43.3K | 1,430 | 0.00% | 5q | -99.0%-$4.2M |
| Steward Partners Investment Advisory, LLC | $37.1K | 1,227 | 0.00% | 5q | HELD |
| PRIVATE TRUST CO NA | $19.7K | 650 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $19.6K | 648 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $8.3K | 275 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $5.8K | 190 | 0.00% | new | NEW |
| Tidemark, LLC | $1.6K | 54 | 0.00% | 2q | HELD |
| IAG Wealth Partners, LLC | $1.6K | 54 | 0.00% | 4q | -97.1%-$54.6K |
| Cambridge Investment Research Advisors, Inc. | $878 | 29,020 | 0.00% | 4q | +186.4% |
| NATIXIS ADVISORS, LLC | $568 | 18,779 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $435 | 14,366 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $253.1M | 8,379,883 | 9 | 16 | 9 | 0.0% |
| Q1 2026 | 32 | $167.3M | 6,559,676 | 7 | 17 | 6 | 0.0% |
| Q4 2025 | 26 | $122.4M | 4,323,430 | 9 | 11 | 2 | 0.0% |
| Q3 2025 | 18 | $87.9M | 3,127,068 | 8 | 4 | 2 | 0.0% |
| Q2 2025 | 12 | $63.5M | 2,394,411 | 7 | 4 | 1 | 0.0% |
| Q1 2025 | 7 | $24.8M | 1,104,348 | 6 | 1 | 0 | 0.0% |
| Q4 2024 | 3 | $601.4K | 54,438 | 3 | 0 | 0 | 0.0% |