MFS Active Exchange Traded Funds Trust - MFSM

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$7.156M
QoQ value delta ($000)
+$2.676M (+59.73%)
Implied price effect (QoQ)
+0.85%
Shares
Total shares
285,957
QoQ shares delta
+105,421 (+58.39%)
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.

Market chart (MFSM)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q2 2026 data: only 18 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
FAS Wealth Partners, Inc. 1,612 64,395 0.1%
LAUREL OAK WEALTH MANAGEMENT, LLC 1,300 51,936 0.22%
Platt Wealth Management LLC 923 36,875 0.92%
RAYMOND JAMES FINANCIAL INC 745 29,762 0.0%
CITADEL ADVISORS LLC 603 24,103 0.0%
Landmark Wealth Management, LLC 469 18,746 0.18%
Marshall Financial Group, LLC 355 14,195 0.07%
COMMONWEALTH EQUITY SERVICES, LLC 350 14,008 0.0%
CRA Financial Services, LLC 338 13,500 0.04%
JONES FINANCIAL COMPANIES LLLP 208 8,317 0.0%
BANK OF AMERICA CORP /DE/ 151 6,039 0.0%
Steward Partners Investment Advisory, LLC 102 4,081 0.0%