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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | No change | 28,674 | 811,584 | 9.84% | 9.84% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 1,900,432 | 48,632 | 3.44% | 7.6% | 2 | -25,055 | -1.3% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,695,627 | 43,391 | 0.01% | 0.0% | 3 | +1,519,766 | 864.19% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 827,676 | 20,534 | 0.01% | 0.01% | 4 | +197,429 | 31.33% | Q1 2026 | May 15, 2026 |
| Allegheny Financial Group | History | Added to | 653,413 | 16,720 | 2.25% | 1.78% | 5 | +229,458 | 54.12% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 252,914 | 6,472 | 0.0% | 0.0% | 6 | +53,158 | 26.61% | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 169,952 | 4,349 | 1.61% | 1.81% | 7 | -7,397 | -4.17% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 153,880 | 3,937 | 0.2% | 0.23% | 8 | -3,218 | -2.05% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 140,641 | 3,635 | 0.03% | 0.04% | 9 | +17,221 | 13.95% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,557 | 2,214 | 0.03% | 0.03% | 10 | +5,354 | 6.59% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 83,843 | 2,145 | 0.0% | 0.0% | 11 | +3,777 | 4.72% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 80,943 | 2,071 | 0.0% | 0.0% | 12 | +47,736 | 143.75% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,188 | 1,744 | 0.01% | 0.0% | 13 | +59,230 | 661.2% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 56,540 | 1,446 | 0.02% | 0.03% | 14 | +884 | 1.59% | Q1 2026 | Apr 22, 2026 |
| Cedrus Wealth Group LLC | History | New | 52,324 | 1,338 | 1.49% | — | 15 | +52,324 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 47,094 | 1,205 | 0.03% | 0.03% | 16 | +1,798 | 3.97% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 45,787 | 1,171 | 0.0% | — | 17 | +45,787 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 45,176 | 1,156 | 0.02% | — | 18 | +45,176 | New | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 39,176 | 1,002 | 0.0% | 0.0% | 19 | +29,339 | 298.25% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 37,257 | 953 | 0.0% | 0.0% | 20 | +27,344 | 275.84% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | New | 33,380 | 854 | 0.16% | — | 21 | +33,380 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,632 | 579 | 0.0% | 0.0% | 22 | +136 | 0.6% | Q1 2026 | May 14, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 16,711 | 427 | 0.25% | — | 23 | +16,711 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 10,671 | 273 | 0.0% | — | 24 | +10,671 | New | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | New | 10,505 | 268 | 0.04% | — | 26 | +10,505 | New | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,502 | 268 | 0.0% | 0.0% | 25 | +1,593 | 17.88% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,131 | 259 | 0.0% | 0.0% | 27 | +269 | 2.73% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,026 | 205 | 0.02% | 0.02% | 28 | +928 | 13.07% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | Reduced | 5,119 | 131 | 0.12% | 0.14% | 29 | -240 | -4.48% | Q1 2026 | Apr 17, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,874 | 47 | 0.01% | 0.14% | 30 | -40,308 | -95.56% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,227 | 31 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 907 | 23 | 0.0% | — | 32 | +907 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 648 | 16 | 0.0% | 0.0% | 33 | +327 | 101.87% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | New | 54 | 1 | 0.0% | — | 34 | +54 | New | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,767 | -100.0% | Q1 2026 | May 15, 2026 |