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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,566,306 | 135,710 | 0.04% | 0.03% | 1 | +1,618,405 | 54.9% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,722,274 | 110,625 | 0.03% | 0.01% | 2 | +2,335,502 | 168.41% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,777,016 | 51,142 | 0.02% | 0.02% | 3 | +737,605 | 70.96% | Q1 2026 | May 15, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 1,385,288 | 41,170 | 8.51% | 8.36% | 4 | +12,751 | 0.93% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,063,600 | 31,610 | 0.0% | 0.0% | 5 | +548,378 | 106.44% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,049,543 | 31,192 | 0.38% | 0.38% | 6 | +44,086 | 4.38% | Q1 2026 | Apr 20, 2026 |
| Baron Wealth Management LLC | History | Reduced | 974,446 | 28,960 | 8.66% | 9.18% | 7 | -3,558 | -0.36% | Q1 2026 | Apr 16, 2026 |
| Capital Analysts, LLC | History | Added to | 864,447 | 25,692 | 0.68% | 0.59% | 8 | +188,890 | 27.96% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 835,557 | 24,833 | 0.0% | 0.0% | 9 | +439,113 | 110.76% | Q1 2026 | May 15, 2026 |
| River Street Advisors LLC | History | Added to | 701,739 | 20,855 | 7.05% | 7.34% | 10 | +58,381 | 9.07% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 688,365 | 20,458 | 0.02% | 0.02% | 11 | +73,880 | 12.02% | Q1 2026 | May 13, 2026 |
| CMH Wealth Management LLC | History | Added to | 631,190 | 18,758 | 3.22% | 0.93% | 12 | +487,816 | 340.24% | Q1 2026 | Apr 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 587,778 | 17,468 | 0.33% | 1.75% | 13 | -2,413,311 | -80.41% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 519,737 | 15,446 | 0.12% | 0.01% | 14 | +496,870 | 2172.87% | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 471,473 | 14,012 | 0.88% | 0.86% | 15 | +44,327 | 10.38% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | New | 431,711 | 12,830 | 0.02% | — | 16 | +431,711 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 392,301 | 11,659 | 0.01% | 0.01% | 17 | +114,461 | 41.2% | Q1 2026 | May 12, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 379,635 | 11,282 | 4.19% | 3.58% | 18 | +59,897 | 18.73% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 277,637 | 8,251 | 0.01% | 0.01% | 19 | +15,155 | 5.77% | Q1 2026 | Apr 27, 2026 |
| Jeter Robert S II | History | New | 247,357 | 7,898 | 7.87% | — | 20 | +247,357 | New | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 256,248 | 7,615 | 0.0% | 0.0% | 21 | +216,711 | 548.12% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 241,064 | 7,164 | 0.01% | 0.01% | 22 | +69,565 | 40.56% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 221,313 | 6,577 | 0.04% | 0.03% | 23 | +27,944 | 14.45% | Q1 2026 | Apr 15, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 209,354 | 6,221 | 0.77% | 0.78% | 24 | +4,092 | 1.99% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 203,363 | 6,043 | 0.02% | — | 25 | +203,363 | New | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 189,151 | 5,621 | 0.0% | — | 26 | +189,151 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 188,148 | 5,591 | 0.0% | 0.0% | 27 | +112,555 | 148.9% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 178,420 | 5,303 | 0.01% | 0.0% | 28 | +102,123 | 133.85% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 159,115 | 4,728 | 2.35% | 2.4% | 29 | +3,180 | 2.04% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 97,864 | 2,908 | 0.0% | — | 30 | +97,864 | New | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 85,805 | 2,550 | 0.31% | 0.33% | 31 | +519 | 0.61% | Q1 2026 | Apr 27, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 80,927 | 2,405 | 0.76% | 0.75% | 32 | +1,693 | 2.14% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 76,767 | 2,281 | 0.92% | 0.91% | 33 | +859 | 1.13% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 69,865 | 2,076 | 0.01% | 0.01% | 34 | +16,015 | 29.74% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 59,167 | 1,758 | 0.02% | 0.01% | 35 | +30,186 | 104.16% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 50,282 | 1,494 | 0.02% | 0.0% | 36 | +43,570 | 649.14% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 44,465 | 1,321 | 0.0% | — | 37 | +44,465 | New | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,439 | 1,231 | 0.0% | 0.0% | 38 | +11,148 | 36.8% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,470 | 994 | 0.01% | 0.01% | 39 | +2,391 | 7.69% | Q1 2026 | May 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 28,979 | 907 | 0.38% | 0.44% | 40 | -1,502 | -4.93% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 25,990 | 772 | 0.03% | — | 41 | +25,990 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,346 | 634 | 0.0% | 0.0% | 42 | -10,029 | -31.96% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | New | 18,838 | 559 | 0.02% | — | 43 | +18,838 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 18,838 | 559 | 0.07% | — | 44 | +18,838 | New | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,394 | 546 | 0.0% | 0.0% | 45 | +2,725 | 17.39% | Q1 2026 | May 05, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 18,263 | 542 | 0.04% | 0.05% | 46 | -2,643 | -12.64% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 16,811 | 499 | 0.04% | 0.04% | 47 | +1,808 | 12.05% | Q1 2026 | May 07, 2026 |
| Apollon Wealth Management, LLC | History | New | 14,293 | 424 | 0.01% | — | 48 | +14,293 | New | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 11,361 | 337 | 0.0% | 0.0% | 49 | +1,822 | 19.1% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 10,876 | 323 | 0.0% | — | 50 | +10,876 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,068 | 299 | 0.0% | 0.0% | 51 | +646 | 6.86% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 9,995 | 297 | 0.02% | — | 52 | +9,995 | New | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,107 | 271 | 0.01% | — | 53 | +9,107 | New | Q1 2026 | May 15, 2026 |
| JM2 Capital Inc. | History | Added to | 8,269 | 245 | 0.2% | 0.17% | 54 | +1,218 | 17.27% | Q1 2026 | Apr 27, 2026 |
| Walleye Partners, LLC | History | No change | 8,200 | 243 | 0.3% | 0.28% | 55 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lynx Investment Advisory | History | No change | 7,000 | 208 | 0.1% | 0.12% | 56 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 6,667 | 198 | 0.0% | — | 57 | +6,667 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 5,830 | 173 | 0.0% | 0.0% | 58 | +1,630 | 38.81% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 4,954 | 147 | 0.02% | — | 59 | +4,954 | New | Q1 2026 | Apr 20, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,954 | 87 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Northwest Capital Management Inc | History | No change | 2,427 | 73 | 0.32% | 0.32% | 61 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,003 | 59 | 0.0% | 0.0% | 62 | -402 | -16.72% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | New | 1,230 | 36 | 0.0% | — | 63 | +1,230 | New | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 614 | 18 | 0.0% | — | 64 | +614 | New | Q1 2026 | May 01, 2026 |
| Walsh & Associates, LLC | History | No change | 436 | 12 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 352 | 10 | 0.0% | — | 66 | +352 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 39 | 1 | 0.0% | — | 68 | +39 | New | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | New | 36 | 1 | 0.0% | — | 67 | +36 | New | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -313,086 | -100.0% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -61,517 | -100.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,811 | -100.0% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,534 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,257 | -100.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,427 | -100.0% | Q1 2026 | May 14, 2026 |