MFS ACTIVE EXCHANGE TRADED F
CUSIP 55286W108
Mfs Active Exchange Traded F has 33 institutional holders in Filings Flow’s 13F database, together reporting 13.23M shares worth $319M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Wcg Wealth Advisors LLC, and Confluence Wealth Services, Inc..
Institutional Holders
33
Q1 2026
Reported Value
$319M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Jeter Robert S II$100M AUM | 5.70% | $6M | 228.7K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 3.87% | $24M | 970.4K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 2.33% | $12M | 463.1K | Q2 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 2.16% | $5M | 181.1K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 1.31% | $4M | 164.4K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 1.18% | $42M | 1.69M | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 1.08% | $28M | 1.12M | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.14% | $19M | 776.5K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.09% | $510,312 | 20.5K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.03% | $201,137 | 8.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $121M | 4.85M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 105.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 504.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $857,834 | 34.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $18M | 734.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 49.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $1M | 40.2K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $869,745 | 34.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 106.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 82.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 77.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 262.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $452,014 | 18.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $659,087 | 26.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $21,256 | 854 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $972,278 | 39.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 89.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 59.1K | Q4 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $722 | 29 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 104.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $434,555 | 17.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $369,791 | 14.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,580 | 184 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.