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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | New | 841,488 | 20,915 | 0.01% | — | 1 | +841,488 | New | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 77,127 | 1,914 | 0.0% | 0.0% | 2 | +68,810 | 827.34% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 64,395 | 1,612 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 62,387 | 1,550 | 0.02% | — | 4 | +62,387 | New | Q1 2026 | Apr 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 51,936 | 1,290 | 0.22% | 0.22% | 5 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 43,854 | 1,089 | 0.0% | 0.0% | 6 | +14,092 | 47.35% | Q1 2026 | May 14, 2026 |
| Platt Wealth Management LLC | History | No change | 36,875 | 916 | 0.89% | 0.92% | 7 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 31,500 | 782 | 0.06% | — | 8 | +31,500 | New | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 31,432 | 781 | 0.0% | — | 9 | +31,432 | New | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 30,689 | 762 | 0.0% | — | 10 | +30,689 | New | Q1 2026 | May 12, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 27,446 | 682 | 0.18% | 0.18% | 11 | +8,700 | 46.41% | Q1 2026 | Apr 29, 2026 |
| Marshall Financial Group, LLC | History | Added to | 15,383 | 382 | 0.06% | 0.07% | 12 | +1,188 | 8.37% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,321 | 380 | 0.0% | 0.0% | 13 | +1,313 | 9.37% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | New | 14,945 | 371 | 0.0% | — | 14 | +14,945 | New | Q1 2026 | Apr 24, 2026 |
| CRA Financial Services, LLC | History | Reduced | 12,500 | 310 | 0.04% | 0.04% | 15 | -1,000 | -7.41% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,081 | 101 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,103 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,039 | -100.0% | Q1 2026 | May 15, 2026 |