DaveManuel.com · Institutional Ownership · Who Owns It
MFS ACTIVE EXCHANGE TRADED F (MFSG)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
40
Reporting holders
$255.3M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | $66.8M | 2,207,692 | 0.31% | 3q | +5825.6%+$65.7M |
| LPL Financial LLC | $53.1M | 1,755,961 | 0.01% | 4q | +3.6%+$1.8M |
| KINTRA WEALTH, LLC | $31.8M | 1,030,171 | 1.66% | 3q | -45.8%-$26.8M |
| JONES FINANCIAL COMPANIES LLLP | $31.5M | 1,077,532 | 0.01% | 5q | +30.2%+$7.3M |
| Allegheny Financial Group | $25.6M | 845,444 | 2.72% | 5q | +29.4%+$5.8M |
| ROYAL BANK OF CANADA | $8.1M | 269,100 | 0.00% | 5q | +6.4%+$489.9K |
| Prosperity Financial Group, Inc. | $5.2M | 172,207 | 1.62% | 6q | +1.3%+$68.3K |
| RAYMOND JAMES FINANCIAL INC | $4.9M | 163,017 | 0.00% | 3q | +620.3%+$4.2M |
| Cornerstone Wealth Management, LLC | $4.0M | 133,281 | 0.17% | 4q | -13.4%-$623.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 127,950 | 0.00% | 7q | +52.6%+$1.3M |
| Cetera Investment Advisers | $3.6M | 117,426 | 0.00% | 4q | +45.1%+$1.1M |
| Advisory Services Network, LLC | $2.8M | 92,308 | 0.03% | 6q | +6.6%+$174.1K |
| Kingsview Wealth Management, LLC | $2.2M | 71,494 | 0.03% | 2q | +58.3%+$796.6K |
| Apollon Wealth Management, LLC | $1.7M | 56,959 | 0.02% | 5q | +0.7%+$12.7K |
| GOLDMAN SACHS GROUP INC | $1.4M | 46,804 | 0.00% | 2q | +2.2%+$30.8K |
| JANE STREET GROUP, LLC | $1.2M | 38,173 | 0.00% | 3q | -2.6%-$30.4K |
| IHT Wealth Management, LLC | $1.1M | 35,395 | 0.02% | 3q | -24.8%-$354.1K |
| GWN SECURITIES INC. | $892.2K | 29,476 | 0.15% | 2q | -11.7%-$118.2K |
| Cambridge Investment Research Advisors, Inc. | $878.0K | 29,020 | 0.00% | 4q | +186.4%+$571.5K |
| NATIXIS ADVISORS, LLC | $568.0K | 18,779 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $497.5K | 16,438 | 0.00% | 3q | +56.5%+$179.7K |
| STIFEL FINANCIAL CORP | $470.8K | 15,556 | 0.00% | 2q | +45.8%+$147.9K |
| Dickmeyer Boyce Financial Management, Inc. | $466.1K | 15,400 | 0.24% | 2q | -7.8%-$39.7K |
| PARK AVENUE SECURITIES LLC | $435.0K | 14,366 | 0.00% | new | NEW |
| James T. Borello RIA | $360.5K | 11,909 | 0.08% | 5q | HELD |
| D. E. Shaw & Co., Inc. | $327.0K | 10,802 | 0.00% | new | NEW |
| BlueChip Wealth Advisors LLC | $302.7K | 10,000 | 0.11% | new | NEW |
| Global Retirement Partners, LLC | $299.2K | 9,885 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $257.3K | 8,500 | 0.02% | 3q | +5.9%+$14.3K |
| SUMMIT WEALTH GROUP LLC / CO | $202.1K | 6,676 | 0.02% | new | NEW |
| IFG Advisory, LLC | $156.4K | 5,166 | 0.01% | new | NEW |
| Roxbury Financial LLC | $151.1K | 4,993 | 0.12% | 6q | -2.5%-$3.8K |
| Farther Finance Advisors, LLC | $43.3K | 1,430 | 0.00% | 5q | -99.0%-$4.2M |
| Steward Partners Investment Advisory, LLC | $37.1K | 1,227 | 0.00% | 5q | HELD |
| PRIVATE TRUST CO NA | $19.7K | 650 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $19.6K | 648 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $8.3K | 275 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $5.8K | 190 | 0.00% | new | NEW |
| Tidemark, LLC | $1.6K | 54 | 0.00% | 2q | HELD |
| IAG Wealth Partners, LLC | $1.6K | 54 | 0.00% | 4q | -97.1%-$54.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $9.9M | 325,057 | 1 | 1 | 5 | 0.0% |
| Q2 2026 | 40 | $255.3M | 8,452,408 | 10 | 17 | 9 | 0.0% |
| Q1 2026 | 34 | $167.8M | 6,581,716 | 7 | 18 | 6 | 0.0% |
| Q4 2025 | 28 | $123.0M | 4,345,201 | 9 | 12 | 2 | 0.0% |
| Q3 2025 | 22 | $90.7M | 3,224,061 | 10 | 5 | 3 | 0.0% |
| Q2 2025 | 14 | $65.8M | 2,480,993 | 8 | 5 | 1 | 0.0% |
| Q1 2025 | 8 | $26.4M | 1,173,691 | 6 | 2 | 0 | 0.0% |
| Q4 2024 | 3 | $1.3M | 54,438 | 3 | 0 | 0 | 0.0% |