SEC 13F Intelligence

MFSGMFS ACTIVE GROWTH ETF

CUSIP 55286W207 · Yahoo Finance ↗ · Google Finance ↗

Mfs Active Growth Etf (MFSG) has 1 institutional holders in Filings Flow’s 13F database, together reporting 6.58M shares worth $168M as of Q1 2026. The largest reported holders are Kintra Wealth, LLC, Lpl Financial LLC, and Jones Financial Companies Lllp.

Institutional Holders
1
Q1 2026
Reported Value
$151,135
Ticker
MFSG
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 26Q4 ’25Q1 ’26: 33Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $121MQ4 ’25Q1 ’26: $168MQ1 ’26Q2 ’26: $151,135Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KINTRA WEALTH, LLC$1.4B AUM3.44%$49M1.90MQ1 2026OLDER
Allegheny Financial Group$742M AUM2.25%$17M653.4KQ1 2026OLDER
Prosperity Financial Group, Inc.$271M AUM1.61%$4M170.0KQ1 2026OLDER
Cedrus Wealth Group LLC$108M AUM1.52%$2M58.1KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.25%$427,62816.7KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.20%$4M153.9KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.16%$854,19433.4KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.12%$151,1355.0KQ2 2026
Richmond Investment Services, LLC$619M AUM0.04%$268,82110.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.03%$4M140.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.03%$2M86.6KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.03%$1M47.1KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M56.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$205,3858.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.02%$1M45.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$43M1.70MQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$2M68.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$21M827.7KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.01%$47,9561.9KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$953,40737.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M83.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M80.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M252.9KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$7,742275Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$23,210907Q1 2026OLDER
Tidemark, LLC$393M AUM0.00%$1,38254Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$273,07110.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$579,15322.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$31,3991.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M45.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M39.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$333,05711.8KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$444,15115.8KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$16,581648Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$268,74610.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$37,4401.3KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.