# MFS ACTIVE EXCHANGE TRADED F (MFSM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MFSM/

- Reporting holders: 18
- Reported value: $46.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $19.7M | 782,623 | 0.0% | 2 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $6.5M | 258,876 | 0.0% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $6.4M | 255,309 | 0.0% | 4 |
| [NATIXIS ADVISORS, LLC](https://holderbook.com/funds/1018331-natixis-advisors-llc/) | $2.6M | 104,209 | 0.0% | 2 |
| [FAS Wealth Partners, Inc.](https://holderbook.com/funds/1596957-fas-wealth-partners-inc/) | $1.8M | 71,791 | 0.1% | 3 |
| [Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors](https://holderbook.com/funds/1748861-bay-colony-advisory-group-inc-d-b-a-bay-colony-advisors/) | $1.8M | 70,443 | 0.2% | 1 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $1.6M | 62,443 | 0.0% | 2 |
| [LAUREL OAK WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2111403-laurel-oak-wealth-management-llc/) | $1.3M | 51,936 | 0.2% | 3 |
| [Platt Wealth Management LLC](https://holderbook.com/funds/2109497-platt-wealth-management-llc/) | $1.0M | 40,475 | 0.8% | 3 |
| [Landmark Wealth Management, LLC](https://holderbook.com/funds/1728778-landmark-wealth-management-llc/) | $687.5K | 27,293 | 0.2% | 5 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $578.3K | 22,957 | 0.0% | 1 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $501.0K | 19,887 | 0.0% | 2 |
| [Aspen Grove Capital, LLC](https://holderbook.com/funds/1806027-aspen-grove-capital-llc/) | $404.2K | 16,000 | 0.1% | 1 |
| [Marshall Financial Group, LLC](https://holderbook.com/funds/1841496-marshall-financial-group-llc/) | $387.5K | 15,383 | 0.1% | 4 |
| [Kingsview Wealth Management, LLC](https://holderbook.com/funds/1791965-kingsview-wealth-management-llc/) | $370.3K | 14,702 | 0.0% | 1 |
| [CRA Financial Services, LLC](https://holderbook.com/funds/1765594-cra-financial-services-llc/) | $314.9K | 12,500 | 0.0% | 4 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $216.7K | 8,604 | 0.0% | 2 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $121.0K | 4,803 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 18 | $46.4M |
| Q1 2026 | 15 | $32.2M |
| Q4 2025 | 12 | $7.2M |
| Q3 2025 | 8 | $4.5M |
| Q2 2025 | 3 | $1.3M |
| Q1 2025 | 2 | $715.2K |
| Q4 2024 | 3 | $817.7K |