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 | Reduced | 28,674 | 811,584 | 9.84% | 12.78% | 1 | -1,961,110 | -98.56% | Q4 2025 | Jan 23, 2026 |
| KINTRA WEALTH, LLC | History | New | 1,925,487 | 54,499 | 7.6% | — | 2 | +1,925,487 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 630,247 | 17,838 | 0.01% | 0.01% | 3 | +271,406 | 75.63% | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Added to | 423,955 | 11,999 | 1.78% | 0.69% | 4 | +291,901 | 221.05% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 199,756 | 5,654 | 0.0% | — | 5 | +199,756 | New | Q4 2025 | Feb 17, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 177,349 | 5,019 | 1.81% | 1.39% | 6 | +42,154 | 31.18% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 175,861 | 4,977 | 0.0% | 0.0% | 7 | +89,644 | 103.97% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 157,098 | 4,446 | 0.23% | 0.25% | 8 | -4,868 | -3.01% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 123,420 | 3,493 | 0.04% | 0.0% | 9 | +121,120 | 5266.09% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 81,203 | 2,298 | 0.03% | 0.03% | 10 | +8,280 | 11.35% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 80,066 | 2,266 | 0.0% | 0.0% | 11 | +14,823 | 22.72% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 55,656 | 1,575 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| IHT Wealth Management, LLC | History | New | 45,296 | 1,282 | 0.03% | — | 13 | +45,296 | New | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 42,182 | 1,193 | 0.14% | 0.02% | 14 | +36,750 | 676.55% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 33,207 | 939 | 0.0% | 0.0% | 15 | +19,779 | 147.3% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 22,496 | 636 | 0.0% | — | 16 | +22,496 | New | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,767 | 333 | 0.0% | 0.0% | 17 | +2,883 | 32.45% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 9,913 | 280 | 0.0% | — | 18 | +9,913 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,862 | 279 | 0.0% | 0.0% | 19 | +2,360 | 31.46% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,837 | 278 | 0.0% | — | 20 | +9,837 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 8,958 | 253 | 0.0% | — | 21 | +8,958 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 8,909 | 252 | 0.0% | — | 22 | +8,909 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 7,098 | 200 | 0.02% | — | 23 | +7,098 | New | Q4 2025 | Feb 13, 2026 |
| Roxbury Financial LLC | History | Added to | 5,359 | 151 | 0.14% | 0.14% | 24 | +1 | 0.02% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,227 | 34 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 321 | 9 | 0.0% | — | 26 | +321 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -15,778 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,339 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -665 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2025 | Nov 06, 2025 |