MFSIMFS ACTIVE EXCHANGE TRADED F
CUSIP 55286W405 · Yahoo Finance ↗ · Google Finance ↗
Mfs Active Exchange Traded F (MFSI) has 67 institutional holders in Filings Flow’s 13F database, together reporting 24.66M shares worth $732M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Lpl Financial LLC, and Jones Financial Companies Lllp.
Institutional Holders
67
Q1 2026
Reported Value
$732M
Ticker
MFSI
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $136M | 4.57M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $111M | 3.72M | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $51M | 1.78M | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 8.51% | $41M | 1.39M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 1.06M | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.38% | $31M | 1.05M | Q1 2026 |
| Baron Wealth Management LLC$386M AUM | 8.66% | $29M | 974.4K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.68% | $26M | 864.4K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $25M | 835.6K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 7.05% | $21M | 701.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $20M | 688.4K | Q1 2026 |
| CMH Wealth Management LLC$655M AUM | 3.22% | $19M | 631.2K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.33% | $17M | 587.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 519.7K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.88% | $14M | 471.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $13M | 431.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $12M | 392.3K | Q1 2026 |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 4.20% | $11M | 379.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $10M | 326.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 277.6K | Q1 2026 |
| Jeter Robert S II$100M AUM | 7.87% | $8M | 247.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 256.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 241.1K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.04% | $7M | 221.3K | Q1 2026 |
| Flaharty Asset Management, LLC$70M AUM | 0.77% | $6M | 209.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 203.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 189.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 188.1K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.01% | $5M | 178.4K | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 2.35% | $5M | 159.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 97.9K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.31% | $3M | 85.8K | Q1 2026 |
| MARS JEWETT FINANCIAL GROUP, INC.$316M AUM | 0.76% | $2M | 80.9K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.92% | $2M | 76.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 69.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.07% | $2M | 61.5K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 59.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 50.3K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 44.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 41.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $994,740 | 33.5K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.38% | $907,043 | 29.0K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.03% | $772,423 | 26.0K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $694,595 | 22.8K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $634,403 | 21.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $564,360 | 18.5K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $559,865 | 18.8K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.07% | $559,865 | 18.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $546,670 | 18.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $542,784 | 18.3K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.04% | $499,621 | 16.8K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $424,788 | 14.3K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $337,649 | 11.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $323,000 | 10.9K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $299,221 | 10.1K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $297,052 | 10.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $271,000 | 9.1K | Q1 2026 |
| JM2 Capital Inc.$121M AUM | 0.20% | $245,741 | 8.3K | Q1 2026 |
| Walleye Partners, LLC$81M AUM | 0.30% | $243,704 | 8.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $220,976 | 7.3K | Q4 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.10% | $208,040 | 7.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $198,133 | 6.7K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $147,233 | 5.0K | Q1 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.04% | $87,793 | 3.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $74,000 | 2.4K | Q4 2025OLDER |
| Northwest Capital Management Inc$23M AUM | 0.32% | $73,902 | 2.4K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $59,528 | 2.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $36,556 | 1.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $18,500 | 614 | Q1 2026 |
| Walsh & Associates, LLC$101M AUM | 0.01% | $12,958 | 436 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10,612 | 373 | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,461 | 352 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,159 | 39 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $1,070 | 36 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.