MFSI institutional holders

MFS ACTIVE EXCHANGE TRADED F · 13F, 2026Q2

Managers holding80
Shares held27,949,208
Reported value$906.7m
Quarter flows16 new, 38 added, 18 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC6,792,821$220.6m0.1%
LPL Financial LLC3,512,368$114.1m0.0%
JONES FINANCIAL COMPANIES LLLP2,327,808$74.5m0.0%
BANK OF AMERICA CORP /DE/1,452,621$47.2m0.0%
OLD SECOND NATIONAL BANK OF AURORA1,373,983$44.6m8.4%
KESTRA PRIVATE WEALTH SERVICES, LLC1,187,275$38.6m0.4%
Baron Wealth Management LLC993,624$32.3m8.4%
Capital Analysts, LLC960,188$31.2m0.7%
Cetera Investment Advisers764,492$24.8m0.0%
Integrated Wealth Concepts LLC760,037$24.7m0.1%
River Street Advisors LLC714,905$23.2m6.8%
CMH Wealth Management LLC663,446$21.5m3.3%
Spectrum Wealth Advisory Group, LLC592,436$19.2m5.5%
ROYAL BANK OF CANADA577,119$18.7m0.0%
STIFEL FINANCIAL CORP518,518$16.8m0.0%
Soltis Investment Advisors LLC514,017$16.7m0.9%
Baird Financial Group, Inc.493,240$16.0m0.0%
NewEdge Advisors, LLC378,058$12.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC371,486$12.1m0.0%
ENVESTNET ASSET MANAGEMENT INC304,141$9.9m0.0%
MML INVESTORS SERVICES, LLC267,802$8.7m0.0%
NATIXIS ADVISORS, LLC254,678$8.3m0.0%
Jeter Robert S II249,803$8.2m7.8%
Modern Wealth Management, LLC201,157$6.5m0.1%
DAVENPORT & Co LLC198,898$6.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MFSI"). MFSI price history · All 13F data

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