MFS Active Exchange Traded Funds Trust - MFSI

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$899.7M
QoQ value delta ($000)
-$56K (-0.01%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
27,732,052
QoQ shares delta
-2,135 (-0.01%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
RAYMOND JAMES FINANCIAL INC 220,630 6,792,821 0.06%
LPL Financial LLC 114,081 3,512,368 0.03%
JONES FINANCIAL COMPANIES LLLP 74,529 2,327,808 0.03%
BANK OF AMERICA CORP /DE/ 47,181 1,452,621 0.0%
OLD SECOND NATIONAL BANK OF AURORA 44,626 1,373,983 8.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 38,562 1,187,275 0.42%
Baron Wealth Management LLC 32,272 993,624 8.37%
Capital Analysts, LLC 31,187 960,188 0.72%
Cetera Investment Advisers 24,830 764,492 0.02%
River Street Advisors LLC 23,220 714,905 6.84%
CMH Wealth Management LLC 21,548 663,446 3.29%
Spectrum Wealth Advisory Group, LLC 19,242 592,436 5.48%
ROYAL BANK OF CANADA 18,745 577,119 0.0%
Integrated Wealth Concepts LLC 17,702 545,016 0.12%
STIFEL FINANCIAL CORP 16,841 518,518 0.01%
Soltis Investment Advisors LLC 16,695 514,017 0.93%
Baird Financial Group, Inc. 16,020 493,240 0.02%
NewEdge Advisors, LLC 12,279 378,058 0.04%
COMMONWEALTH EQUITY SERVICES, LLC 12,065 371,486 0.02%
ENVESTNET ASSET MANAGEMENT INC 9,878 304,141 0.0%
MML INVESTORS SERVICES, LLC 8,698 267,802 0.02%
NATIXIS ADVISORS, LLC 8,271 254,678 0.01%
Jeter Robert S II 8,151 249,803 7.81%
Modern Wealth Management, LLC 6,533 201,157 0.08%
DAVENPORT & Co LLC 6,460 198,898 0.03%