MFS Active Exchange Traded Funds Trust - MFSG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Private Advisor Group, LLC | History | No change | 2,207,692 | 66,821 | 0.31% | 0.31% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 1,755,961 | 53,148 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 1,030,171 | 31,763 | 1.66% | 1.66% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,077,532 | 31,474 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 845,444 | 25,589 | 2.72% | 2.72% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 269,100 | 8,145 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 172,207 | 5,212 | 1.62% | 1.62% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 163,017 | 4,934 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 133,281 | 4,034 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 127,950 | 3,872 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 117,426 | 3,554 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 92,308 | 2,793 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 71,494 | 2,163 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Apollon Wealth Management, LLC | History | No change | 56,959 | 1,724 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 46,804 | 1,416 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,173 | 1,155 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 35,395 | 1,071 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 29,476 | 892 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,779 | 568 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 16,438 | 497 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,556 | 470 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | No change | 15,400 | 466 | 0.24% | 0.24% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 14,510 | 439 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 14,366 | 435 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,802 | 326 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 10,000 | 302 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,885 | 299 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8,500 | 257 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 6,676 | 202 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 5,166 | 156 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roxbury Financial LLC | History | Reduced | 4,959 | 151 | 0.12% | 0.12% | 31 | -34 | -0.68% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,430 | 43 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,227 | 37 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 650 | 19 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 648 | 19 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 275 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 190 | 5 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |