Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSI

INTERNATINL ETF · ETP · CUSIP 55286W405

31 institutional holders +11 vs Q1 2025
9,906,2689.9m shares reported held*
$281.8mreported value*
13 new 13 added 4 reduced 2 sold out net bought ≈ $119.6m (+4.2m 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 ≈ $28.45.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

02040Q4 24: 4Q1 25: 20Q2 25: 3131Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q4 20244
Q1 202520
Q2 202531

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 25: 19 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 6 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 2025190
Q2 2025266

Biggest buyers

KESTRA PRIVATE WEALTH SERVICES, LLC New +965,894+965.9k
RAYMOND JAMES FINANCIAL INC New +678,752+678.8k
ROYAL BANK OF CANADA Added +610,642+610.6k
Baron Wealth Management LLC Added +456,188+456.2k
Annex Advisory Services, LLC Added +346,756+346.8k
JONES FINANCIAL COMPANIES LLLP New +178,807+178.8k
MML INVESTORS SERVICES, LLC New +158,729+158.7k
CMH Wealth Management LLC New +137,861+137.9k
Integrity Financial Corp /WA New +130,629+130.6k
OLD SECOND NATIONAL BANK OF AURORA Added +115,124+115.1k

Biggest sellers

CITADEL ADVISORS LLC Sold out -69,957-70.0k
BANK OF AMERICA CORP /DE/ Reduced -8,564-8.6k
Integrated Wealth Concepts LLC Reduced -7,479-7.5k
BENJAMIN EDWARDS INC Reduced -1,082-1.1k
FIFTH THIRD BANCORP Sold out -631-631
OLD MISSION CAPITAL LLC Reduced -368-368

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Annex Advisory Services, LLC 1.73% of their portfolio BROOKFIELD, WI 2,522,8402.5m $71.8m $71.8m 1.73% Added +346.8k +346,756
2 OLD SECOND NATIONAL BANK OF AURORA 8.28% of their portfolio AURORA, IL 1,332,9221.3m $37.9m $37.9m 8.28% Added +115.1k +115,124
3 KESTRA PRIVATE WEALTH SERVICES, LLC 0.40% of their portfolio AUSTIN, TX 965,894965.9k $27.5m $27.5m 0.40% New
4 Baron Wealth Management LLC 9.32% of their portfolio TROY, MI 924,284924.3k $26.3m $26.3m 9.32% Added +456.2k +456,188
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 678,752678.8k $19.3m $19.3m 0.01% New
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 612,642612.6k $17.4m $17.4m 0.00% Added +610.6k +610,642
7 River Street Advisors LLC 7.30% of their portfolio AURORA, IL 595,816595.8k $17.0m $17.0m 7.30% Added +101.8k +101,752
8 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 366,485366.5k $10.4m $10.4m 0.02% Added +33.7k +33,735
9 Soltis Investment Advisors LLC 0.81% of their portfolio ST. GEORGE, UT 362,204362.2k $10.3m $10.3m 0.81% Added +81.7k +81,665
10 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 318,633318.6k $9.1m $9.1m 0.09% Reduced -7.5k -7,479
11 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 178,807178.8k $5.1m $5.1m 0.00% New
12 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 164,092164.1k $4.7m $4.7m 0.03% Added +69.1k +69,132
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 158,729158.7k $4.5m $4.5m 0.01% New
14 CMH Wealth Management LLC 0.91% of their portfolio PORTSMOUTH, NH 137,861137.9k $3.9m $3.9m 0.91% New
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 135,458135.5k $3.9m $3.9m 0.00% Added +33.2k +33,223
16 Integrity Financial Corp /WA 1.90% of their portfolio JACKSON, WY 130,629130.6k $3.7m $3.7m 1.90% New
17 Capital Analysts, LLC 0.10% of their portfolio FORT WASHINGTON, PA 107,012107.0k $3.0m $3.0m 0.10% Added +87.8k +87,849
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 45,59945.6k $1.3m $1.3m 0.00% Added +28.7k +28,678
19 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 41,56641.6k $1.2m $1.2m 0.03% Reduced -368 -368
20 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 26,15026.1k $744.0k $744.0k 0.06% Added +13.1k +13,120
21 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 25,35625.4k $721.4k $721.4k 0.01% Reduced -1.1k -1,082
22 Greykasell Wealth Strategies, Inc. 0.23% of their portfolio DANVILLE, CA 16,92216.9k $481.4k $481.4k 0.23% New
23 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 14,84214.8k $422.3k $422.3k 0.00% New
24 BOYUM WEALTH ARCHITECTS LLC 0.30% of their portfolio BLOOMINGTON, MN 14,31614.3k $407.3k $407.3k 0.30% New
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,4099.4k $267.7k $267.7k 0.00% Reduced -8.6k -8,564
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,8258.8k $251.1k $251.1k 0.00% New
27 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 7,1367.1k $203.0k $203.0k 0.00% New
28 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio MILWAUKEE, WI 1,9161.9k $54.5k $54.5k 0.02% Added +1.8k +1,803
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 798798 $22.7k $22.7k 0.00% New
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 373373 $10.6k $10.6k 0.00% New
31 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged