MFS Active Exchange Traded Funds Trust - MFSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FAS Wealth Partners, Inc. | History | Added to | 64,395 | 1,612 | 0.1% | 0.11% | 1 | +97 | 0.15% | Q4 2025 | Feb 18, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 51,936 | 1,300 | 0.22% | — | 2 | +51,936 | New | Q4 2025 | Feb 12, 2026 |
| Platt Wealth Management LLC | History | New | 36,875 | 923 | 0.92% | — | 3 | +36,875 | New | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 29,762 | 745 | 0.0% | 0.0% | 4 | -1,002 | -3.26% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,103 | 603 | 0.0% | 0.0% | 5 | +903 | 3.89% | Q4 2025 | Feb 17, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 18,746 | 469 | 0.18% | 0.18% | 6 | +213 | 1.15% | Q4 2025 | Feb 05, 2026 |
| Marshall Financial Group, LLC | History | Added to | 14,195 | 355 | 0.07% | 0.04% | 7 | +5,210 | 57.99% | Q4 2025 | Jan 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 14,008 | 350 | 0.0% | — | 8 | +14,008 | New | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | No change | 13,500 | 338 | 0.04% | 0.05% | 9 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 8,317 | 208 | 0.0% | — | 10 | +8,317 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 6,039 | 151 | 0.0% | — | 11 | +6,039 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,081 | 102 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,175 | -100.0% | Q3 2025 | Nov 14, 2025 |