MFS ACTIVE EXCHANGE TRADED F (MFSI)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
77
Reporting holders
$863.5M
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $220.6M | 6,792,821 | 0.06% | 5q | +48.8%+$72.3M |
| LPL Financial LLC | $114.1M | 3,512,368 | 0.03% | 4q | -5.6%-$6.8M |
| JONES FINANCIAL COMPANIES LLLP | $74.5M | 2,327,808 | 0.03% | 5q | +31.0%+$17.6M |
| BANK OF AMERICA CORP /DE/ | $47.2M | 1,452,621 | 0.00% | 3q | +36.6%+$12.6M |
| OLD SECOND NATIONAL BANK OF AURORA | $44.6M | 1,373,983 | 8.41% | 7q | -0.8%-$367.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $38.6M | 1,187,275 | 0.42% | 5q | +13.1%+$4.5M |
| Baron Wealth Management LLC | $32.3M | 993,624 | 8.37% | 6q | +2.0%+$622.9K |
| Cetera Investment Advisers | $24.8M | 764,492 | 0.02% | 4q | +11.1%+$2.5M |
| Integrated Wealth Concepts LLC | $24.7M | 760,037 | 0.12% | 6q | +46.2%+$7.8M |
| River Street Advisors LLC | $23.2M | 714,905 | 6.84% | 7q | +1.9%+$427.6K |
| CMH Wealth Management LLC | $21.5M | 663,446 | 3.29% | 5q | +5.1%+$1.0M |
| Spectrum Wealth Advisory Group, LLC | $19.2M | 592,436 | 5.48% | 3q | +56.1%+$6.9M |
| ROYAL BANK OF CANADA | $18.7M | 577,119 | 0.00% | 6q | -30.9%-$8.4M |
| STIFEL FINANCIAL CORP | $16.8M | 518,518 | 0.01% | 6q | +32.2%+$4.1M |
| Soltis Investment Advisors LLC | $16.7M | 514,017 | 0.93% | 6q | +9.0%+$1.4M |
| Baird Financial Group, Inc. | $16.0M | 493,240 | 0.02% | 2q | +14.3%+$2.0M |
| NewEdge Advisors, LLC | $12.3M | 378,058 | 0.04% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 371,486 | 0.02% | 6q | +33.8%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $9.9M | 304,141 | 0.00% | 4q | +18.7%+$1.6M |
| MML INVESTORS SERVICES, LLC | $8.7M | 267,802 | 0.02% | 2q | +31.7%+$2.1M |
| Jeter Robert S II | $8.2M | 249,803 | 7.81% | 2q | +1.0%+$79.8K |
| Modern Wealth Management, LLC | $6.5M | 201,157 | 0.08% | new | NEW |
| DAVENPORT & Co LLC | $6.5M | 198,898 | 0.03% | 6q | -10.1%-$728.0K |
| Integrity Financial Corp /WA | $5.7M | 176,024 | 2.73% | 5q | +10.6%+$549.2K |
| Annex Advisory Services, LLC | $3.8M | 115,988 | 0.06% | 6q | -80.3%-$15.3M |
| Private Advisor Group, LLC | $3.6M | 111,110 | 0.02% | 4q | +59.0%+$1.3M |
| JANE STREET GROUP, LLC | $3.1M | 96,103 | 0.00% | 6q | -48.9%-$3.0M |
| Greykasell Wealth Strategies, Inc. | $2.8M | 85,859 | 1.01% | 5q | +11.8%+$295.3K |
| VICTORY FINANCIAL GROUP, LLC | $2.8M | 84,990 | 0.29% | 3q | -0.9%-$26.5K |
| Savvy Advisors, Inc. | $2.7M | 82,503 | 0.06% | new | NEW |
| MARS JEWETT FINANCIAL GROUP, INC. | $2.2M | 67,591 | 0.44% | 3q | -16.5%-$433.2K |
| Kingsview Wealth Management, LLC | $1.8M | 55,897 | 0.02% | 3q | +11.2%+$182.4K |
| BENJAMIN EDWARDS INC | $1.5M | 47,310 | 0.01% | 6q | -20.0%-$385.1K |
| IFG Advisory, LLC | $1.5M | 46,196 | 0.05% | new | NEW |
| BOYUM WEALTH ARCHITECTS LLC | $1.1M | 33,342 | 0.43% | 5q | +15.1%+$140.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 31,900 | 0.00% | 2q | -83.1%-$5.1M |
| Steward Partners Investment Advisory, LLC | $1.0M | 31,015 | 0.01% | 5q | -7.3%-$79.7K |
| CITADEL ADVISORS LLC | $814.2K | 25,069 | 0.00% | 2q | -74.4%-$2.4M |
| Apollon Wealth Management, LLC | $724.1K | 22,293 | 0.01% | 2q | +56.0%+$259.8K |
| TRUIST FINANCIAL CORP | $707.8K | 21,791 | 0.00% | 4q | +2.1%+$14.5K |
| OLD MISSION CAPITAL LLC | $684.6K | 21,079 | 0.01% | new | NEW |
| LEVEL FOUR ADVISORY SERVICES, LLC | $676.5K | 20,828 | 0.02% | 2q | -19.9%-$167.7K |
| Belpointe Asset Management LLC | $618.5K | 19,044 | 0.02% | 2q | +1.1%+$6.7K |
| Fortis Capital Advisors, LLC | $618.5K | 19,044 | 0.07% | 2q | +1.1%+$6.7K |
| Flaharty Asset Management, LLC | $596.3K | 18,224 | 0.85% | 3q | -91.3%-$6.3M |
| COFG Advisors, LLC | $581.4K | 17,901 | 0.10% | new | NEW |
| Sanctuary Advisors, LLC | $561.8K | 17,297 | 0.00% | 4q | -6.0%-$35.6K |
| MONECO ADVISORS, LLC | $538.5K | 16,578 | 0.03% | 4q | -1.4%-$7.6K |
| SMITH, MOORE & CO. | $414.8K | 12,770 | 0.03% | 7q | -30.1%-$178.4K |
| Regal Investment Advisors LLC | $380.8K | 11,725 | 0.02% | 2q | +17.3%+$56.2K |
| &PARTNERS | $369.4K | 11,432 | 0.00% | 5q | +0.6%+$2.3K |
| BROWN BROTHERS HARRIMAN & CO | $360.8K | 11,109 | 0.00% | new | NEW |
| Lynx Investment Advisory | $349.8K | 10,770 | 0.11% | 4q | +53.9%+$122.4K |
| Gotham Asset Management, LLC | $302.9K | 9,325 | 0.00% | 3q | -7.4%-$24.1K |
| JM2 Capital Inc. | $282.9K | 8,709 | 0.19% | 3q | +5.3%+$14.3K |
| Walleye Partners, LLC | $266.3K | 8,200 | 0.30% | 3q | HELD |
| Advisory Services Network, LLC | $218.6K | 6,731 | 0.00% | 2q | +1.0%+$2.1K |
| Ancora Advisors LLC | $189.4K | 5,830 | 0.00% | 3q | HELD |
| Provenance Wealth Advisors, LLC | $160.9K | 4,954 | 0.02% | 2q | HELD |
| Global Retirement Partners, LLC | $154.6K | 4,760 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $104.0K | 3,202 | 0.00% | 5q | +59.9%+$38.9K |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $95.9K | 2,954 | 0.04% | 6q | HELD |
| Cullen/Frost Bankers, Inc. | $63.0K | 1,939 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $56.9K | 1,753 | 0.00% | new | NEW |
| Fourth Dimension Wealth, LLC | $41.8K | 1,288 | 0.01% | new | NEW |
| Spire Wealth Management | $40.0K | 1,230 | 0.00% | 2q | HELD |
| Capital Analysts, LLC | $31.2K | 960,188 | 0.72% | 6q | +11.1%+$3.1K |
| MORGAN STANLEY | $25.9K | 798 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $25.4K | 783 | 0.00% | new | NEW |
| ASSETMARK, INC | $22.9K | 705 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $19.7K | 614 | 0.00% | 2q | HELD |
| Walsh & Associates, LLC | $14.2K | 436 | 0.01% | 3q | HELD |
| Keating Financial Advisory Services, Inc. | $9.1K | 280 | 0.00% | 2q | +617.9%+$7.8K |
| NATIXIS ADVISORS, LLC | $8.3K | 254,678 | 0.01% | 4q | +42.7%+$2.5K |
| PRIVATE TRUST CO NA | $3.8K | 117 | 0.00% | new | NEW |
| SHP Wealth Management | $3.2K | 100 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $3.2K | 98 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4K | 74 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $2.3K | 71,699 | 0.10% | 2q | +687.3%+$2.0K |
| Janney Montgomery Scott LLC | $1.5K | 45,673 | 0.00% | 2q | +2.7% |
| Tidemark, LLC | $1.2K | 36 | 0.00% | 2q | HELD |
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 | 77 | $863.5M | 26,617,753 | 18 | 33 | 18 | 0.0% |
| Q1 2026 | 62 | $689.3M | 23,228,055 | 16 | 35 | 5 | 0.0% |
| Q4 2025 | 51 | $523.2M | 17,176,936 | 10 | 27 | 7 | 0.0% |
| Q3 2025 | 38 | $399.5M | 13,528,305 | 12 | 20 | 5 | 0.0% |
| Q2 2025 | 27 | $273.0M | 9,594,928 | 12 | 11 | 4 | 0.0% |
| Q1 2025 | 17 | $145.7M | 5,664,714 | 14 | 3 | 0 | 0.0% |
| Q4 2024 | 3 | $37.1M | 1,527,308 | 3 | 0 | 0 | 0.0% |