Institutional Ownership
Mfs Active Exchange Traded F
CUSIP 55286W504VALUE ETFMFSVQ1 2026
Institutional Holders
41
13F filers
Shares Held
12.37M
Aggregate institutional
Institutional Value
$329.40M
Q1 2026
Net New Holders
+11
12 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased21
Decreased5
Sold out1
Institutional Holders
41 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 4.57M | $122.12M | +3.28M | Added |
| 2 | Paul R. Ried Financial Group, LLC | 958.8K | $25.63M | +362.4K | Added |
| 3 | Sfg Wealth Management, LLC. | 933.6K | $24.96M | +274.0K | Added |
| 4 | Arkadios Wealth Advisors | 856.0K | $22.88M | +152.2K | Added |
| 5 | Jones Financial Companies Lllp | 848.7K | $22.29M | +471.2K | Added |
| 6 | Private Advisor Group, LLC | 820.5K | $21.93M | +31.7K | Added |
| 7 | Bank Of America Corp /De/ | 539.2K | $14.41M | +448.1K | Added |
| 8 | Greenbush Financial Group, LLC | 515.9K | $13.79M | +131.1K | Added |
| 9 | &Partners | 340.3K | $9.10M | +311.7K | Added |
| 10 | Envestnet Asset Management Inc | 333.5K | $8.91M | +313.3K | Added |
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