MFS ACTIVE EXCHANGE TRADED F (MFSM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
18
Reporting holders
$46.4M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| NATIXIS ADVISORS, LLC | $2.6M | 104,209 | 0.00% | 2q | +231.5%+$1.8M |
| 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 |
| Platt Wealth Management LLC | $1.0M | 40,475 | 0.82% | 3q | +9.8%+$90.6K |
| 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 |
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 | 18 | $46.4M | 1,840,234 | 4 | 7 | 3 | 0.0% |
| Q1 2026 | 15 | $32.2M | 1,296,964 | 6 | 5 | 1 | 0.0% |
| Q4 2025 | 12 | $7.2M | 285,957 | 3 | 3 | 1 | 0.0% |
| Q3 2025 | 8 | $4.5M | 180,536 | 5 | 2 | 1 | 0.0% |
| Q2 2025 | 3 | $1.3M | 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% |