Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSI

INTERNATINL ETF · ETP · CUSIP 55286W405

54 institutional holders +13 vs Q3 2025
17,931,21717.9m shares reported held*
$546.1mreported value*
11 new 30 added 7 reduced 2 sold out net bought ≈ $109.0m (+3.6m 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 ≈ $30.46.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 4Q1 25: 20Q2 25: 31Q3 25: 41Q4 25: 5454Q4 24Q1 25Q2 25Q3 25Q4 25
Numbers
QuarterHolders
Q4 20244
Q1 202520
Q2 202531
Q3 202541
Q4 202554

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 25: 19 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 7 cut or sold outQ3 25Q4 25: 41 bought or addedQ4 25: 9 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2025190
Q2 2025266
Q3 2025357
Q4 2025419

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +1,202,007+1.2m
JONES FINANCIAL COMPANIES LLLP Added +519,326+519.3k
BANK OF AMERICA CORP /DE/ New +515,222+515.2k
LPL Financial LLC Added +457,505+457.5k
Spectrum Wealth Advisory Group, LLC New +319,738+319.7k
Annex Advisory Services, LLC Added +211,680+211.7k
Flaharty Asset Management, LLC New +205,262+205.3k
Cetera Investment Advisers Added +142,699+142.7k
Capital Analysts, LLC Added +141,452+141.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +104,115+104.1k

Biggest sellers

Integrated Wealth Concepts LLC Reduced -324,336-324.3k
JANE STREET GROUP, LLC Reduced -244,928-244.9k
MML INVESTORS SERVICES, LLC Sold out -196,313-196.3k
CITADEL ADVISORS LLC Sold out -91,579-91.6k
Sanctuary Advisors, LLC Reduced -8,404-8.4k
SMITH, MOORE & CO. Reduced -4,800-4.8k
D.A. DAVIDSON & CO. Reduced -1,553-1.6k
OLD MISSION CAPITAL LLC Reduced -1,236-1.2k
Steward Partners Investment Advisory, LLC Reduced -795-795

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Annex Advisory Services, LLC 1.75% of their portfolio BROOKFIELD, WI 3,001,0893.0m $91.4m $91.4m 1.75% Added +211.7k +211,680
2 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,947,9012.9m $89.8m $89.8m 0.03% Added +1.2m +1,202,007
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,386,7721.4m $42.2m $42.2m 0.01% Added +457.5k +457,505
4 OLD SECOND NATIONAL BANK OF AURORA 8.36% of their portfolio AURORA, IL 1,372,5371.4m $41.8m $41.8m 8.36% Added +27.9k +27,895
5 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,039,4111.0m $31.7m $31.7m 0.02% Added +519.3k +519,326
6 KESTRA PRIVATE WEALTH SERVICES, LLC 0.38% of their portfolio AUSTIN, TX 1,005,4571.0m $30.6m $30.6m 0.38% Added +49.2k +49,240
7 Baron Wealth Management LLC 9.18% of their portfolio TROY, MI 978,004978.0k $29.8m $29.8m 9.18% Added +21.0k +20,991
8 Capital Analysts, LLC 0.57% of their portfolio FORT WASHINGTON, PA 675,557675.6k $20.6m $20.6m 0.57% Added +141.5k +141,452
9 River Street Advisors LLC 7.34% of their portfolio AURORA, IL 643,358643.4k $19.6m $19.6m 7.34% Added +24.1k +24,057
10 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 614,485614.5k $18.7m $18.7m 0.02% Added +142.7k +142,699
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 515,222515.2k $15.7m $15.7m 0.00% New
12 Soltis Investment Advisors LLC 0.86% of their portfolio ST. GEORGE, UT 427,146427.1k $13.0m $13.0m 0.86% Added +21.8k +21,781
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 396,444396.4k $12.1m $12.1m 0.00% Added +46.6k +46,619
14 Spectrum Wealth Advisory Group, LLC 3.58% of their portfolio GRANITE BAY, CA 319,738319.7k $9.7m $9.7m 3.58% New
15 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 313,086313.1k $9.5m $9.5m 0.03% Added +33.2k +33,163
16 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 277,840277.8k $8.5m $8.5m 0.01% Added +82.5k +82,475
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 262,482262.5k $8.0m $8.0m 0.01% Added +104.1k +104,115
18 Flaharty Asset Management, LLC 0.78% of their portfolio CLEARWATER, FL 205,262205.3k $6.3m $6.3m 0.78% New
19 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 193,369193.4k $5.9m $5.9m 0.03% Added +9.4k +9,370
20 Mariner, LLC 0.01% of their portfolio Overland Park, KS 171,499171.5k $5.2m $5.2m 0.01% Added +35.3k +35,292
21 Integrity Financial Corp /WA 2.40% of their portfolio JACKSON, WY 155,935155.9k $4.7m $4.7m 2.40% Added +2.4k +2,442
22 CMH Wealth Management LLC 0.94% of their portfolio PORTSMOUTH, NH 143,374143.4k $4.4m $4.4m 0.94% Added +76 +76
23 VICTORY FINANCIAL GROUP, LLC 0.33% of their portfolio AUSTIN, TX 85,28685.3k $2.6m $2.6m 0.33% New
24 MARS JEWETT FINANCIAL GROUP, INC. 0.75% of their portfolio BELLEVUE, WA 79,23479.2k $2.5m $2.5m 0.75% First filing
25 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 76,29776.3k $2.3m $2.3m 0.00% Added +41.7k +41,732
26 Greykasell Wealth Strategies, Inc. 0.91% of their portfolio DANVILLE, CA 75,90875.9k $2.3m $2.3m 0.91% Added +786 +786
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,59375.6k $2.3m $2.3m 0.00% Reduced -244.9k -244,928
28 Gladstone Institutional Advisory LLC 0.07% of their portfolio Bedminster, NJ 61,51761.5k $1.9m $1.9m 0.07% New
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 53,85053.9k $1.6m $1.6m 0.01% Added +25.5k +25,521
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,53739.5k $1.2m $1.2m 0.00% Added +3.9k +3,876
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,37531.4k $955.4k $955.4k 0.00% Added +2.5k +2,514
32 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 31,07931.1k $946.4k $946.4k 0.01% Reduced -795 -795
33 BOYUM WEALTH ARCHITECTS LLC 0.44% of their portfolio BLOOMINGTON, MN 30,48130.5k $949.8k $949.8k 0.44% Added +10.3k +10,295
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 30,29130.3k $922.4k $922.4k 0.00% Added +10.2k +10,219
35 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 28,98129.0k $882.4k $882.4k 0.01% Added +2.3k +2,309
36 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 22,86722.9k $696.3k $696.3k 0.01% Reduced -324.3k -324,336
37 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 22,81122.8k $694.6k $694.6k 0.00% Reduced -1.6k -1,553
38 SMITH, MOORE & CO. 0.05% of their portfolio CLAYTON, MO 20,90620.9k $636.6k $636.6k 0.05% Reduced -4.8k -4,800
39 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 18,53418.5k $564.4k $564.4k 0.02% Reduced -1.2k -1,236
40 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,66915.7k $477.1k $477.1k 0.00% Reduced -8.4k -8,404
41 MONECO ADVISORS, LLC 0.04% of their portfolio FAIRFIELD, CT 15,00315.0k $456.8k $456.8k 0.04% Added +2.9k +2,914
42 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,5399.5k $290.5k $290.5k 0.00% Added +1.5k +1,470
43 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 9,4229.4k $286.9k $286.9k 0.00% New
44 Walleye Partners, LLC 0.28% of their portfolio MADISON, WI 8,2008.2k $249.7k $249.7k 0.28% First filing
45 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 7,2577.3k $221.0k $221.0k 0.01% New
46 JM2 Capital Inc. 0.17% of their portfolio EDMOND, OK 7,0517.1k $214.7k $214.7k 0.17% First filing
47 Lynx Investment Advisory 0.12% of their portfolio WASHINGTON, DC, DC 7,0007.0k $213.2k $213.2k 0.12% Unchanged
48 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 6,7126.7k $204.4k $204.4k 0.00% New
49 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 4,2004.2k $127.9k $127.9k 0.00% New
50 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio MILWAUKEE, WI 2,9543.0k $89.9k $89.9k 0.04% Unchanged
51 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,4272.4k $74.0k $74.0k 0.00% New
52 Northwest Capital Management Inc 0.32% of their portfolio Lake Oswego, OR 2,4272.4k $73.9k $73.9k 0.32% New
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,4052.4k $73.2k $73.2k 0.00% Added +1.6k +1,607
54 Walsh & Associates, LLC 0.01% of their portfolio SARASOTA, FL 436436 $13.3k $13.3k 0.01% First filing