Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSM

INTERMEDITE MUNI · ETP · CUSIP 55286W306

18 institutional holders +2 vs Q1 2026
1,840,2341.8m shares reported held*
$46.4mreported value*
4 new 8 added 3 reduced 2 sold out net bought ≈ $12.0m (+475.6k 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 ≈ $25.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q4 24: 4Q1 25: 3Q2 25: 4Q3 25: 8Q4 25: 12Q1 26: 16Q2 26: 1818Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 20253
Q2 20254
Q3 20258
Q4 202512
Q1 202616
Q2 202618

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 26Q2 26: 12 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202513
Q2 202522
Q3 202571
Q4 202572
Q1 2026123
Q2 2026125

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +211,455+211.5k
JONES FINANCIAL COMPANIES LLLP Added +181,749+181.7k
NATIXIS ADVISORS, LLC Added +72,777+72.8k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors New +70,443+70.4k
GOLDMAN SACHS GROUP INC New +22,957+23.0k
Aspen Grove Capital, LLC New +16,000+16.0k
Kingsview Wealth Management, LLC New +14,702+14.7k
Private Advisor Group, LLC Added +4,942+4.9k
FAS Wealth Partners, Inc. Added +4,135+4.1k
Platt Wealth Management LLC Added +3,600+3.6k

Biggest sellers

LPL Financial LLC Reduced -58,865-58.9k
Ascentis Independent Advisors Sold out -31,500-31.5k
JANE STREET GROUP, LLC Reduced -22,085-22.1k
COMMONWEALTH EQUITY SERVICES, LLC Sold out -15,321-15.3k
Landmark Wealth Management, LLC Reduced -153-153

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 782,623782.6k $19.7m $19.7m 0.00% Reduced -58.9k -58,865
2 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 258,876258.9k $6.5m $6.5m 0.00% Added +181.7k +181,749
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 255,309255.3k $6.4m $6.4m 0.00% Added +211.5k +211,455
4 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 104,209104.2k $2.6m $2.6m 0.00% Added +72.8k +72,777
5 FAS Wealth Partners, Inc. 0.09% of their portfolio LEAWOOD, KS 71,79171.8k $1.8m $1.8m 0.09% Added +4.1k +4,135
6 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% of their portfolio CONCORD, MA 70,44370.4k $1.8m $1.8m 0.20% New
7 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 62,44362.4k $1.6m $1.6m 0.02% Added +56 +56
8 LAUREL OAK WEALTH MANAGEMENT, LLC 0.19% of their portfolio MARLTON, NJ 51,93651.9k $1.3m $1.3m 0.19% Unchanged
9 Platt Wealth Management LLC 0.82% of their portfolio SAN DIEGO, CA 40,47540.5k $1.0m $1.0m 0.82% Added +3.6k +3,600
10 Landmark Wealth Management, LLC 0.16% of their portfolio MELVILLE, NY 27,29327.3k $687.5k $687.5k 0.16% Reduced -153 -153
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,95723.0k $578.3k $578.3k 0.00% New
12 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 19,88719.9k $501.0k $501.0k 0.00% Added +4.9k +4,942
13 Aspen Grove Capital, LLC 0.06% of their portfolio AVON, CO 16,00016.0k $404.2k $404.2k 0.06% New
14 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 15,38315.4k $387.5k $387.5k 0.06% Unchanged
15 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 14,70214.7k $370.3k $370.3k 0.00% New
16 CRA Financial Services, LLC 0.04% of their portfolio NORTHFIELD, NJ 12,50012.5k $314.9k $314.9k 0.04% Unchanged
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,6048.6k $216.7k $216.7k 0.00% Reduced -22.1k -22,085
18 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,8034.8k $121.0k $121.0k 0.00% Added +722 +722