SEC 13F Intelligence

Capital Analysts, LLC / MFSI

Capital Analysts, LLC’s Mfs Active Exchange Traded F Position

Does Capital Analysts, LLC own Mfs Active Exchange Traded F (MFSI)? Yes — 864.4K shares worth $26M (+0.68% of its 13F portfolio) as of Q1 2026, up from 675.6K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
864.4K
% of Portfolio
+0.68%
Quarters Held
5
currently held

Position History MFSI

Reported value by quarter
Q1 ’25: $493,000Q1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $21MQ4 ’25Q1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026864.4K$26M+0.68%
Q4 2025675.6K$21M+0.57%
Q3 2025534.1K$16M+0.46%
Q2 2025107.0K$3M+0.10%
Q1 202519.2K$493,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of MFSI.