Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSM

INTERMEDITE MUNI · ETP · CUSIP 55286W306

16 institutional holders +4 vs Q4 2025
1,364,6201.4m shares reported held*
$33.9mreported value*
6 new 6 added 1 reduced 2 sold out net bought ≈ $26.8m (+1.1m 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 ≈ $24.85.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 24: 4Q1 25: 3Q2 25: 4Q3 25: 8Q4 25: 12Q1 26: 1616Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q4 20244
Q1 20253
Q2 20254
Q3 20258
Q4 202512
Q1 202616

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 25: 1 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 7 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 3 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q1 202513
Q2 202522
Q3 202571
Q4 202572
Q1 2026123

Biggest buyers

LPL Financial LLC New +841,488+841.5k
JONES FINANCIAL COMPANIES LLLP Added +68,810+68.8k
KESTRA PRIVATE WEALTH SERVICES, LLC New +62,387+62.4k
Ascentis Independent Advisors New +31,500+31.5k
NATIXIS ADVISORS, LLC New +31,432+31.4k
JANE STREET GROUP, LLC New +30,689+30.7k
Private Advisor Group, LLC New +14,945+14.9k
RAYMOND JAMES FINANCIAL INC Added +14,092+14.1k
Landmark Wealth Management, LLC Added +8,700+8.7k
FAS Wealth Partners, Inc. Added +3,261+3.3k

Biggest sellers

CITADEL ADVISORS LLC Sold out -24,103-24.1k
BANK OF AMERICA CORP /DE/ Sold out -6,039-6.0k
CRA Financial Services, LLC Reduced -1,000-1.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 841,488841.5k $20.9m $20.9m 0.01% New
2 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 77,12777.1k $1.9m $1.9m 0.00% Added +68.8k +68,810
3 FAS Wealth Partners, Inc. 0.10% of their portfolio LEAWOOD, KS 67,65667.7k $1.7m $1.7m 0.10% Added +3.3k +3,261
4 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 62,38762.4k $1.6m $1.6m 0.02% New
5 LAUREL OAK WEALTH MANAGEMENT, LLC 0.22% of their portfolio MARLTON, NJ 51,93651.9k $1.3m $1.3m 0.22% Unchanged
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,85443.9k $1.1m $1.1m 0.00% Added +14.1k +14,092
7 Platt Wealth Management LLC 0.89% of their portfolio SAN DIEGO, CA 36,87536.9k $916.0k $916.0k 0.89% Unchanged
8 Ascentis Independent Advisors 0.06% of their portfolio DALLAS, TX 31,50031.5k $782.9k $782.9k 0.06% New
9 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 31,43231.4k $781.0k $781.0k 0.00% New
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,68930.7k $762.8k $762.8k 0.00% New
11 Landmark Wealth Management, LLC 0.18% of their portfolio MELVILLE, NY 27,44627.4k $682.2k $682.2k 0.18% Added +8.7k +8,700
12 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 15,38315.4k $382.3k $382.3k 0.06% Added +1.2k +1,188
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,32115.3k $380.8k $380.8k 0.00% Added +1.3k +1,313
14 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,94514.9k $371.5k $371.5k 0.00% New
15 CRA Financial Services, LLC 0.04% of their portfolio NORTHFIELD, NJ 12,50012.5k $310.7k $310.7k 0.04% Reduced -1.0k -1,000
16 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,0814.1k $101.4k $101.4k 0.00% Unchanged