MFSMMFS ACTIVE EXCHANGE TRADED F
CUSIP 55286W306 · Yahoo Finance ↗ · Google Finance ↗
Mfs Active Exchange Traded F (MFSM) has 14 institutional holders in Filings Flow’s 13F database, together reporting 455.5K shares worth $11M as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Fas Wealth Partners, Inc., and Kestra Private Wealth Services, LLC.
Institutional Holders
14
Q1 2026
Reported Value
$11M
Ticker
MFSM
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Platt Wealth Management LLC$103M AUM | 0.89% | $916,000 | 36.9K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.22% | $1M | 51.9K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.18% | $682,161 | 27.4K | Q1 2026 |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.10% | $2M | 64.4K | Q4 2025OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.06% | $382,346 | 15.4K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $782,933 | 31.5K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.04% | $310,689 | 12.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 62.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $371,459 | 14.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $781,000 | 31.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 77.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $380,800 | 15.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $101,434 | 4.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 43.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $762,778 | 30.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $603,539 | 24.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $151,217 | 6.0K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.