Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSG

GROWTH ETF · ETP · CUSIP 55286W207

40 institutional holders +7 vs Q1 2026
8,442,0488.4m shares reported held*
$255.0mreported value*
10 new 17 added 9 reduced 4 sold out net bought ≈ $56.4m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q4 24: 4Q1 25: 9Q2 25: 14Q3 25: 21Q4 25: 27Q1 26: 33Q2 26: 4040Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 20259
Q2 202514
Q3 202521
Q4 202527
Q1 202633
Q2 202640

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 8 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 12 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 6 cut or sold outQ3 25Q4 25: 22 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 25 bought or addedQ1 26: 7 cut or sold outQ1 26Q2 26: 27 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202581
Q2 2025123
Q3 2025146
Q4 2025226
Q1 2026257
Q2 20262713

Biggest buyers

Private Advisor Group, LLC Added +2,170,435+2.2m
JONES FINANCIAL COMPANIES LLLP Added +249,856+249.9k
Allegheny Financial Group Added +192,031+192.0k
RAYMOND JAMES FINANCIAL INC Added +140,385+140.4k
LPL Financial LLC Added +60,334+60.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +44,107+44.1k
Cetera Investment Advisers Added +36,483+36.5k
Kingsview Wealth Management, LLC Added +26,318+26.3k
Cambridge Investment Research Advisors, Inc. Added +18,889+18.9k
NATIXIS ADVISORS, LLC New +18,779+18.8k

Biggest sellers

KINTRA WEALTH, LLC Reduced -870,261-870.3k
Farther Finance Advisors, LLC Reduced -139,211-139.2k
D.A. DAVIDSON & CO. Sold out -68,188-68.2k
Cedrus Wealth Group LLC Sold out -52,324-52.3k
Cornerstone Wealth Management, LLC Reduced -20,599-20.6k
IHT Wealth Management, LLC Reduced -11,699-11.7k
Richmond Investment Services, LLC Sold out -10,505-10.5k
GWN SECURITIES INC. Reduced -3,904-3.9k
IAG Wealth Partners, LLC Reduced -1,820-1.8k
Dickmeyer Boyce Financial Management, Inc. Reduced -1,311-1.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Private Advisor Group, LLC 0.31% of their portfolio MORRISTOWN, NJ 2,207,6922.2m $66.8m $66.8m 0.31% Added +2.2m +2,170,435
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,755,9611.8m $53.1m $53.1m 0.01% Added +60.3k +60,334
3 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 1,077,5321.1m $31.5m $31.5m 0.01% Added +249.9k +249,856
4 KINTRA WEALTH, LLC 1.66% of their portfolio WILLIAMSPORT, PA 1,030,1711.0m $31.8m $31.8m 1.66% Reduced -870.3k -870,261
5 Allegheny Financial Group 2.72% of their portfolio Pittsburgh, PA 845,444845.4k $25.6m $25.6m 2.72% Added +192.0k +192,031
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 269,100269.1k $8.1m $8.1m 0.00% Added +16.2k +16,186
7 Prosperity Financial Group, Inc. 1.62% of their portfolio San Ramon, CA 172,207172.2k $5.2m $5.2m 1.62% Added +2.3k +2,255
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 163,017163.0k $4.9m $4.9m 0.00% Added +140.4k +140,385
9 Cornerstone Wealth Management, LLC 0.17% of their portfolio ST. PETERS, MO 133,281133.3k $4.0m $4.0m 0.17% Reduced -20.6k -20,599
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 127,950128.0k $3.9m $3.9m 0.00% Added +44.1k +44,107
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 117,426117.4k $3.6m $3.6m 0.00% Added +36.5k +36,483
12 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 92,30892.3k $2.8m $2.8m 0.03% Added +5.8k +5,751
13 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 71,49471.5k $2.2m $2.2m 0.03% Added +26.3k +26,318
14 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 56,95957.0k $1.7m $1.7m 0.02% Added +419 +419
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,80446.8k $1.4m $1.4m 0.00% Added +1.0k +1,017
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 38,17338.2k $1.2m $1.2m 0.00% Reduced -1.0k -1,003
17 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 35,39535.4k $1.1m $1.1m 0.02% Reduced -11.7k -11,699
18 GWN SECURITIES INC. 0.15% of their portfolio Palm Beach Gardens, FL 29,47629.5k $892.2k $892.2k 0.15% Reduced -3.9k -3,904
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 29,02029.0k $878.0k $878.0k 0.00% Added +18.9k +18,889
20 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 18,77918.8k $568.0k $568.0k 0.00% New
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 16,43816.4k $497.5k $497.5k 0.00% Added +5.9k +5,936
22 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,55615.6k $470.8k $470.8k 0.00% Added +4.9k +4,885
23 Dickmeyer Boyce Financial Management, Inc. 0.24% of their portfolio FORT WAYNE, IN 15,40015.4k $466.1k $466.1k 0.24% Reduced -1.3k -1,311
24 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 14,36614.4k $435.0k $435.0k 0.00% New
25 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 10,80210.8k $327.0k $327.0k 0.00% New
26 BlueChip Wealth Advisors LLC 0.11% of their portfolio Milton, GA 10,00010.0k $302.7k $302.7k 0.11% New
27 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 9,8859.9k $299.2k $299.2k 0.00% First filing
28 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 8,5008.5k $257.3k $257.3k 0.02% Added +474 +474
29 SUMMIT WEALTH GROUP LLC / CO 0.02% of their portfolio COLORADO SPRINGS, CO 6,6766.7k $202.1k $202.1k 0.02% New
30 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 5,1665.2k $156.4k $156.4k 0.01% New
31 Roxbury Financial LLC 0.12% of their portfolio MOUNT ARLINGTON, NJ 4,9935.0k $151.1k $151.1k 0.12% Reduced -126 -126
32 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,5491.5k $46.9k $46.9k 0.00% New
33 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4301.4k $43.3k $43.3k 0.00% Reduced -139.2k -139,211
34 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2271.2k $37.1k $37.1k 0.00% Unchanged
35 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 650650 $19.7k $19.7k 0.00% New
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 648648 $19.6k $19.6k 0.00% Unchanged
37 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 275275 $8.3k $8.3k 0.00% New
38 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 190190 $5.8k $5.8k 0.00% New
39 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 5454 $1.6k $1.6k 0.00% Reduced -1.8k -1,820
40 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 5454 $1.6k $1.6k 0.00% Unchanged