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 | No change | 6,792,821 | 220,630 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,512,368 | 114,081 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,327,808 | 74,529 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,452,621 | 47,181 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,373,983 | 44,626 | 8.41% | 8.41% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,187,275 | 38,562 | 0.42% | 0.42% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baron Wealth Management LLC | History | No change | 993,624 | 32,272 | 8.37% | 8.37% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Analysts, LLC | History | No change | 960,188 | 31,187 | 0.72% | 0.72% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 764,492 | 24,830 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| River Street Advisors LLC | History | No change | 714,905 | 23,220 | 6.84% | 6.84% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CMH Wealth Management LLC | History | No change | 663,446 | 21,548 | 3.29% | 3.29% | 11 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 592,436 | 19,242 | 5.48% | 5.48% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 577,119 | 18,745 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 545,016 | 17,702 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 518,518 | 16,841 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | No change | 514,017 | 16,695 | 0.93% | 0.93% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 493,240 | 16,020 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 378,058 | 12,279 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 371,486 | 12,065 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 304,141 | 9,878 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 267,802 | 8,698 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 254,678 | 8,271 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jeter Robert S II | History | No change | 249,803 | 8,151 | 7.81% | 7.81% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 201,157 | 6,533 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 198,898 | 6,460 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 176,024 | 5,717 | 2.73% | 2.73% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Annex Advisory Services, LLC | History | No change | 115,988 | 3,767 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Private Advisor Group, LLC | History | No change | 111,110 | 3,608 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 96,103 | 3,121 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 85,859 | 2,788 | 1.01% | 1.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 84,990 | 2,760 | 0.29% | 0.29% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 82,503 | 2,679 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 71,699 | 2,329 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 67,591 | 2,195 | 0.44% | 0.44% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 55,897 | 1,815 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 47,310 | 1,536 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 46,196 | 1,500 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 45,673 | 1,483 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,900 | 1,036 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 31,207 | 1,020 | 0.41% | 0.43% | 40 | -2,135 | -6.4% | Q3 2026 | Oct 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31,015 | 1,007 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,069 | 814 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Apollon Wealth Management, LLC | History | No change | 22,293 | 724 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 21,791 | 707 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 21,079 | 684 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,828 | 676 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 19,044 | 618 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 19,044 | 618 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Flaharty Asset Management, LLC | History | No change | 18,224 | 596 | 0.85% | 0.85% | 49 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COFG Advisors, LLC | History | No change | 17,901 | 581 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,297 | 561 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 16,578 | 538 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 12,770 | 414 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,725 | 380 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 11,432 | 369 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,109 | 360 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lynx Investment Advisory | History | No change | 10,770 | 349 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,325 | 302 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JM2 Capital Inc. | History | No change | 8,709 | 282 | 0.19% | 0.19% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walleye Partners, LLC | History | No change | 8,200 | 266 | 0.3% | 0.3% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 6,731 | 218 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 5,830 | 189 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 4,954 | 160 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,760 | 154 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,202 | 104 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,954 | 95 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,939 | 62 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,753 | 56 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,288 | 41 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 1,230 | 39 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 798 | 25 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 705 | 22 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 614 | 19 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Walsh & Associates, LLC | History | No change | 436 | 14 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 280 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 117 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 100 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 74 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |