MFS Active Exchange Traded Funds Trust - MFSI

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$731.9M
QoQ value delta ($000)
+$185.7M (+34.01%)
Implied price effect (QoQ)
-2.57%
Shares
Total shares
24,662,245
QoQ shares delta
+6,731,028 (+37.54%)
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 (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 80 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
RAYMOND JAMES FINANCIAL INC 135,710 4,566,306 0.04%
LPL Financial LLC 110,625 3,722,274 0.03%
JONES FINANCIAL COMPANIES LLLP 51,142 1,777,016 0.02%
OLD SECOND NATIONAL BANK OF AURORA 41,170 1,385,288 8.51%
BANK OF AMERICA CORP /DE/ 31,610 1,063,600 0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC 31,192 1,049,543 0.38%
Baron Wealth Management LLC 28,960 974,446 8.66%
Capital Analysts, LLC 25,692 864,447 0.68%
ROYAL BANK OF CANADA 24,833 835,557 0.0%
River Street Advisors LLC 20,855 701,739 7.05%
Cetera Investment Advisers 20,458 688,365 0.02%
CMH Wealth Management LLC 18,758 631,190 3.22%
Annex Advisory Services, LLC 17,468 587,778 0.33%
Integrated Wealth Concepts LLC 15,446 519,737 0.12%
Soltis Investment Advisors LLC 14,012 471,473 0.88%
Baird Financial Group, Inc. 12,830 431,711 0.02%
STIFEL FINANCIAL CORP 11,659 392,301 0.01%
Spectrum Wealth Advisory Group, LLC 11,282 379,635 4.19%
NewEdge Advisors, LLC 9,714 326,875 0.04%
COMMONWEALTH EQUITY SERVICES, LLC 8,251 277,637 0.01%
Jeter Robert S II 7,898 247,357 7.87%
ENVESTNET ASSET MANAGEMENT INC 7,615 256,248 0.0%
Mariner, LLC 7,164 241,064 0.01%
DAVENPORT & Co LLC 6,577 221,313 0.04%
Flaharty Asset Management, LLC 6,221 209,354 0.77%