MFS ACTIVE EXCHANGE TRADED F
CUSIP 55286W801
Mfs Active Exchange Traded F has 19 institutional holders in Filings Flow’s 13F database, together reporting 5.46M shares worth $148M as of Q1 2026. The largest reported holders are Cetera Investment Advisers, Adamsbrown Wealth Consultants LLC, and Lpl Financial LLC.
Institutional Holders
19
Q1 2026
Reported Value
$148M
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 |
|---|---|---|---|---|
| Valley Financial Group, Inc.$185M AUM | 6.91% | $13M | 473.5K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 5.78% | $31M | 1.01M | Q2 2026 |
| Krilogy Financial LLC$3.1B AUM | 0.55% | $17M | 596.0K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.15% | $810,362 | 30.0K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.09% | $203,855 | 7.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $56M | 2.09M | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.05% | $339,812 | 12.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 83.5K | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.03% | $61,949 | 2.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $15M | 571.2K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.02% | $141,284 | 5.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 1.10M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $953,187 | 35.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $310,052 | 10.2K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 212.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 154.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 69.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $252,824 | 9.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $70,926 | 2.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $379 | 14 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.