MFS ACTIVE EXCHANGE TRADED F (MFSM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
16
Reporting holders
$42.7M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $19.7M | 782,623 | 0.00% | 2q | -7.0%-$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $6.5M | 258,876 | 0.00% | 3q | +235.6%+$4.6M |
| RAYMOND JAMES FINANCIAL INC | $6.4M | 255,309 | 0.00% | 4q | +482.2%+$5.3M |
| FAS Wealth Partners, Inc. | $1.8M | 71,791 | 0.09% | 3q | +11.5%+$186.3K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.8M | 70,443 | 0.20% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 62,443 | 0.02% | 2q | HELD |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 51,936 | 0.19% | 3q | HELD |
| Landmark Wealth Management, LLC | $687.5K | 27,293 | 0.16% | 5q | -0.6%-$3.9K |
| GOLDMAN SACHS GROUP INC | $578.3K | 22,957 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $501.0K | 19,887 | 0.00% | 2q | +33.1%+$124.5K |
| Aspen Grove Capital, LLC | $404.2K | 16,000 | 0.06% | new | NEW |
| Marshall Financial Group, LLC | $387.5K | 15,383 | 0.06% | 4q | HELD |
| Kingsview Wealth Management, LLC | $370.3K | 14,702 | 0.00% | new | NEW |
| CRA Financial Services, LLC | $314.9K | 12,500 | 0.04% | 4q | HELD |
| JANE STREET GROUP, LLC | $216.7K | 8,604 | 0.00% | 2q | -72.0%-$556.3K |
| Steward Partners Investment Advisory, LLC | $121.0K | 4,803 | 0.00% | 4q | +17.7%+$18.2K |
| NATIXIS ADVISORS, LLC | $2.6K | 104,209 | 0.00% | 2q | +231.5%+$1.8K |
| Platt Wealth Management LLC | $1.0K | 40,475 | 0.82% | 3q | +9.8% |
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 | 16 | $42.7M | 1,695,550 | 4 | 5 | 3 | 0.0% |
| Q1 2026 | 13 | $30.5M | 1,228,657 | 5 | 5 | 1 | 0.0% |
| Q4 2025 | 11 | $6.2M | 249,082 | 3 | 3 | 1 | 0.0% |
| Q3 2025 | 8 | $4.5M | 180,536 | 5 | 2 | 1 | 0.0% |
| Q2 2025 | 3 | $960.5K | 54,576 | 2 | 0 | 1 | 0.0% |
| Q1 2025 | 2 | $715.2K | 29,039 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 3 | $817.7K | 33,161 | 3 | 0 | 0 | 0.0% |