MFS Active Exchange Traded Funds Trust - MFSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annex Advisory Services, LLC | History | Added to | 3,001,089 | 91,383 | 1.75% | 1.75% | 1 | +211,680 | 7.59% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,947,901 | 89,763 | 0.03% | 0.02% | 2 | +1,202,007 | 68.85% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 1,386,772 | 42,227 | 0.01% | 0.01% | 3 | +457,505 | 49.23% | Q4 2025 | Feb 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 1,372,537 | 41,793 | 8.36% | 8.18% | 4 | +27,895 | 2.07% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,039,411 | 31,650 | 0.02% | 0.01% | 5 | +519,326 | 99.85% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,005,457 | 30,616 | 0.38% | 0.37% | 6 | +49,240 | 5.15% | Q4 2025 | Jan 29, 2026 |
| Baron Wealth Management LLC | History | Added to | 978,004 | 29,780 | 9.18% | 9.35% | 7 | +20,991 | 2.19% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Added to | 675,557 | 20,571 | 0.63% | 0.46% | 8 | +141,452 | 26.48% | Q4 2025 | Feb 11, 2026 |
| River Street Advisors LLC | History | Added to | 643,358 | 19,590 | 7.34% | 7.09% | 9 | +24,057 | 3.88% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 614,485 | 18,711 | 0.02% | 0.02% | 10 | +142,699 | 30.25% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 515,222 | 15,688 | 0.0% | — | 11 | +515,222 | New | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 427,146 | 13,006 | 0.86% | 0.83% | 12 | +21,781 | 5.37% | Q4 2025 | Apr 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 396,444 | 12,072 | 0.0% | — | 13 | +396,444 | New | Q4 2025 | Feb 17, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 319,738 | 9,736 | 3.58% | — | 14 | +319,738 | New | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 313,086 | 9,533 | 0.03% | 0.04% | 15 | +33,163 | 11.85% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 277,840 | 8,460 | 0.01% | 0.01% | 16 | +82,475 | 42.22% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 262,482 | 7,992 | 0.01% | 0.01% | 17 | +104,115 | 65.74% | Q4 2025 | Feb 12, 2026 |
| Flaharty Asset Management, LLC | History | New | 205,262 | 6,250 | 0.78% | — | 18 | +205,262 | New | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 193,369 | 5,888 | 0.03% | 0.03% | 19 | +9,370 | 5.09% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Added to | 171,499 | 5,222 | 0.01% | 0.01% | 20 | +35,292 | 25.91% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 155,935 | 4,748 | 2.4% | 2.16% | 21 | +2,442 | 1.59% | Q4 2025 | Feb 13, 2026 |
| CMH Wealth Management LLC | History | Added to | 143,374 | 4,365 | 0.93% | 0.9% | 22 | +76 | 0.05% | Q4 2025 | Jan 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 85,286 | 2,596 | 0.33% | — | 23 | +85,286 | New | Q4 2025 | Jan 15, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 79,234 | 2,533 | 0.75% | — | 24 | +79,234 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 76,297 | 2,323 | 0.0% | 0.0% | 25 | +41,732 | 120.73% | Q4 2025 | Feb 10, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 75,908 | 2,311 | 0.91% | 0.93% | 26 | +786 | 1.05% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 75,593 | 2,301 | 0.0% | 0.0% | 27 | -244,928 | -76.42% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 61,517 | 1,873 | 0.07% | — | 28 | +61,517 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,850 | 1,639 | 0.01% | 0.0% | 29 | +25,521 | 90.09% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 39,537 | 1,203 | 0.0% | 0.0% | 30 | +3,876 | 10.87% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,375 | 955 | 0.0% | 0.0% | 31 | +2,514 | 8.71% | Q4 2025 | Feb 02, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 30,481 | 949 | 0.44% | 0.37% | 32 | +10,295 | 51.0% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,079 | 946 | 0.01% | 0.01% | 33 | -795 | -2.49% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,291 | 922 | 0.0% | 0.0% | 34 | +10,219 | 50.91% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 28,981 | 882 | 0.01% | 0.01% | 35 | +2,309 | 8.66% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 22,867 | 696 | 0.01% | 0.09% | 36 | -324,336 | -93.41% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 22,811 | 694 | 0.0% | 0.0% | 37 | -1,553 | -6.37% | Q4 2025 | Jan 29, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 20,906 | 636 | 0.05% | 0.06% | 38 | -4,800 | -18.67% | Q4 2025 | Jan 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 18,534 | 564 | 0.01% | 0.01% | 39 | -1,236 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 15,669 | 477 | 0.0% | — | 40 | +15,669 | New | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 15,003 | 456 | 0.04% | 0.03% | 41 | +2,914 | 24.1% | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 9,539 | 290 | 0.0% | 0.0% | 42 | +1,470 | 18.22% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | New | 9,422 | 286 | 0.0% | — | 43 | +9,422 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Partners, LLC | History | New | 8,200 | 249 | 0.28% | — | 44 | +8,200 | New | Q4 2025 | Jan 28, 2026 |
| GTS SECURITIES LLC | History | New | 7,257 | 220 | 0.01% | — | 45 | +7,257 | New | Q4 2025 | Feb 13, 2026 |
| JM2 Capital Inc. | History | New | 7,051 | 214 | 0.17% | — | 46 | +7,051 | New | Q4 2025 | Jan 23, 2026 |
| Lynx Investment Advisory | History | No change | 7,000 | 213 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | New | 6,712 | 204 | 0.0% | — | 48 | +6,712 | New | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | New | 4,200 | 127 | 0.0% | — | 49 | +4,200 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,954 | 89 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 2,427 | 74 | 0.0% | — | 51 | +2,427 | New | Q4 2025 | Jan 26, 2026 |
| Northwest Capital Management Inc | History | New | 2,427 | 73 | 0.32% | — | 53 | +2,427 | New | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,405 | 73 | 0.0% | 0.0% | 52 | +1,607 | 201.38% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -196,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91,579 | -100.0% | Q3 2025 | Nov 14, 2025 |