Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSI

INTERNATINL ETF · ETP · CUSIP 55286W405

80 institutional holders +12 vs Q1 2026
27,949,20827.9m shares reported held*
$906.7mreported value*
15 new 38 added 18 reduced 4 sold out net bought ≈ $106.6m (+3.3m 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 ≈ $32.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 24: 4Q1 25: 20Q2 25: 31Q3 25: 41Q4 25: 54Q1 26: 68Q2 26: 8080Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 202520
Q2 202531
Q3 202541
Q4 202554
Q1 202668
Q2 202680

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q1 26: 57 bought or addedQ1 26: 11 cut or sold outQ1 26Q2 26: 53 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2025190
Q2 2025266
Q3 2025357
Q4 2025419
Q1 20265711
Q2 20265322

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +2,226,515+2.2m
JONES FINANCIAL COMPANIES LLLP Added +550,792+550.8k
BANK OF AMERICA CORP /DE/ Added +389,021+389.0k
Integrated Wealth Concepts LLC Added +240,300+240.3k
Spectrum Wealth Advisory Group, LLC Added +212,801+212.8k
Modern Wealth Management, LLC New +201,157+201.2k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +137,732+137.7k
STIFEL FINANCIAL CORP Added +126,217+126.2k
Capital Analysts, LLC Added +95,741+95.7k
COMMONWEALTH EQUITY SERVICES, LLC Added +93,849+93.8k

Biggest sellers

Annex Advisory Services, LLC Reduced -471,790-471.8k
ROYAL BANK OF CANADA Reduced -258,438-258.4k
Mariner, LLC Sold out -241,064-241.1k
LPL Financial LLC Reduced -209,906-209.9k
Flaharty Asset Management, LLC Reduced -191,130-191.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -157,251-157.3k
JANE STREET GROUP, LLC Reduced -92,045-92.0k
CITADEL ADVISORS LLC Reduced -72,795-72.8k
Kestra Advisory Services, LLC Sold out -41,439-41.4k
DAVENPORT & Co LLC Reduced -22,415-22.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 6,792,8216.8m $220.6m $220.6m 0.06% Added +2.2m +2,226,515
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,512,3683.5m $114.1m $114.1m 0.03% Reduced -209.9k -209,906
3 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 2,327,8082.3m $74.5m $74.5m 0.03% Added +550.8k +550,792
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,452,6211.5m $47.2m $47.2m 0.00% Added +389.0k +389,021
5 OLD SECOND NATIONAL BANK OF AURORA 8.41% of their portfolio AURORA, IL 1,373,9831.4m $44.6m $44.6m 8.41% Reduced -11.3k -11,305
6 KESTRA PRIVATE WEALTH SERVICES, LLC 0.42% of their portfolio AUSTIN, TX 1,187,2751.2m $38.6m $38.6m 0.42% Added +137.7k +137,732
7 Baron Wealth Management LLC 8.37% of their portfolio TROY, MI 993,624993.6k $32.3m $32.3m 8.37% Added +19.2k +19,178
8 Capital Analysts, LLC 0.72% of their portfolio FORT WASHINGTON, PA 960,188960.2k $31.2m $31.2m 0.72% Added +95.7k +95,741
9 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 764,492764.5k $24.8m $24.8m 0.02% Added +76.1k +76,127
10 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 760,037760.0k $24.7m $24.7m 0.12% Added +240.3k +240,300
11 River Street Advisors LLC 6.84% of their portfolio AURORA, IL 714,905714.9k $23.2m $23.2m 6.84% Added +13.2k +13,166
12 CMH Wealth Management LLC 3.29% of their portfolio PORTSMOUTH, NH 663,446663.4k $21.5m $21.5m 3.29% Added +32.3k +32,256
13 Spectrum Wealth Advisory Group, LLC 5.48% of their portfolio GRANITE BAY, CA 592,436592.4k $19.2m $19.2m 5.48% Added +212.8k +212,801
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 577,119577.1k $18.7m $18.7m 0.00% Reduced -258.4k -258,438
15 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 518,518518.5k $16.8m $16.8m 0.01% Added +126.2k +126,217
16 Soltis Investment Advisors LLC 0.96% of their portfolio ST. GEORGE, UT 514,017514.0k $16.7m $16.7m 0.96% Added +42.5k +42,544
17 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 493,240493.2k $16.0m $16.0m 0.02% Added +61.5k +61,529
18 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 378,058378.1k $12.3m $12.3m 0.04% Added +51.2k +51,183
19 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 371,486371.5k $12.1m $12.1m 0.02% Added +93.8k +93,849
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 304,141304.1k $9.9m $9.9m 0.00% Added +47.9k +47,893
21 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 267,802267.8k $8.7m $8.7m 0.02% Added +64.4k +64,439
22 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 254,678254.7k $8.3m $8.3m 0.01% Added +76.3k +76,258
23 Jeter Robert S II 7.81% of their portfolio BETHANY BEACH, DE 249,803249.8k $8.2m $8.2m 7.81% Added +2.4k +2,446
24 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 201,157201.2k $6.5m $6.5m 0.08% New
25 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 198,898198.9k $6.5m $6.5m 0.03% Reduced -22.4k -22,415
26 Integrity Financial Corp /WA 2.73% of their portfolio JACKSON, WY 176,024176.0k $5.7m $5.7m 2.73% Added +16.9k +16,909
27 Annex Advisory Services, LLC 0.06% of their portfolio BROOKFIELD, WI 115,988116.0k $3.8m $3.8m 0.06% Reduced -471.8k -471,790
28 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 111,110111.1k $3.6m $3.6m 0.02% Added +41.2k +41,245
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 96,10396.1k $3.1m $3.1m 0.00% Reduced -92.0k -92,045
30 Greykasell Wealth Strategies, Inc. 1.01% of their portfolio DANVILLE, CA 85,85985.9k $2.8m $2.8m 1.01% Added +9.1k +9,092
31 VICTORY FINANCIAL GROUP, LLC 0.29% of their portfolio AUSTIN, TX 84,99085.0k $2.8m $2.8m 0.29% Reduced -815 -815
32 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 82,50382.5k $2.7m $2.7m 0.06% New
33 FLOW TRADERS U.S. LLC 0.10% of their portfolio NEW YORK, NY 71,69971.7k $2.3m $2.3m 0.10% Added +62.6k +62,592
34 MARS JEWETT FINANCIAL GROUP, INC. 0.44% of their portfolio BELLEVUE, WA 67,59167.6k $2.2m $2.2m 0.44% Reduced -13.3k -13,336
35 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 55,89755.9k $1.8m $1.8m 0.02% Added +5.6k +5,615
36 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 47,31047.3k $1.5m $1.5m 0.01% Reduced -11.9k -11,857
37 IFG Advisory, LLC 0.05% of their portfolio ATLANTA, GA 46,19646.2k $1.5m $1.5m 0.05% New
38 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 45,67345.7k $1.5m $1.5m 0.00% Added +1.2k +1,208
39 BOYUM WEALTH ARCHITECTS LLC 0.43% of their portfolio BLOOMINGTON, MN 33,34233.3k $1.1m $1.1m 0.43% Added +4.4k +4,363
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,90031.9k $1.0m $1.0m 0.00% Reduced -157.3k -157,251
41 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 31,01531.0k $1.0m $1.0m 0.01% Reduced -2.5k -2,455
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,06925.1k $814.2k $814.2k 0.00% Reduced -72.8k -72,795
43 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 22,29322.3k $724.1k $724.1k 0.01% Added +8.0k +8,000
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,79121.8k $707.8k $707.8k 0.00% Added +445 +445
45 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 21,07921.1k $684.6k $684.6k 0.02% New
46 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 20,82820.8k $676.5k $676.5k 0.02% Reduced -5.2k -5,162
47 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 19,04419.0k $618.5k $618.5k 0.02% Added +206 +206
48 Fortis Capital Advisors, LLC 0.07% of their portfolio PRAIRIE VILLAGE, KS 19,04419.0k $618.5k $618.5k 0.07% Added +206 +206
49 Flaharty Asset Management, LLC 0.85% of their portfolio CLEARWATER, FL 18,22418.2k $596.3k $596.3k 0.85% Reduced -191.1k -191,130
50 COFG Advisors, LLC 0.10% of their portfolio OAK BROOK, IL 17,90117.9k $581.4k $581.4k 0.10% New
51 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 17,29717.3k $561.8k $561.8k 0.00% Reduced -1.1k -1,097
52 MONECO ADVISORS, LLC 0.03% of their portfolio FAIRFIELD, CT 16,57816.6k $538.5k $538.5k 0.03% Reduced -233 -233
53 SMITH, MOORE & CO. 0.03% of their portfolio CLAYTON, MO 12,77012.8k $414.8k $414.8k 0.03% Reduced -5.5k -5,493
54 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 11,72511.7k $380.8k $380.8k 0.02% Added +1.7k +1,730
55 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,43211.4k $369.4k $369.4k 0.00% Added +71 +71
56 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 11,10911.1k $360.8k $360.8k 0.00% New
57 Lynx Investment Advisory 0.11% of their portfolio WASHINGTON, DC, DC 10,77010.8k $349.8k $349.8k 0.11% Added +3.8k +3,770
58 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 9,3259.3k $302.9k $302.9k 0.00% Reduced -743 -743
59 JM2 Capital Inc. 0.19% of their portfolio EDMOND, OK 8,7098.7k $282.9k $282.9k 0.19% Added +440 +440
60 Walleye Partners, LLC 0.30% of their portfolio MADISON, WI 8,2008.2k $266.3k $266.3k 0.30% Unchanged
61 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 6,7316.7k $218.6k $218.6k 0.00% Added +64 +64
62 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 5,8305.8k $189.4k $189.4k 0.00% Unchanged
63 Provenance Wealth Advisors, LLC 0.02% of their portfolio FORT LAUDERDALE, FL 4,9545.0k $160.9k $160.9k 0.02% Unchanged
64 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 4,7604.8k $154.6k $154.6k 0.00% First filing
65 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,2023.2k $104.0k $104.0k 0.00% Added +1.2k +1,199
66 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio MILWAUKEE, WI 2,9543.0k $95.9k $95.9k 0.04% Unchanged
67 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 1,9391.9k $63.0k $63.0k 0.00% New
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,7531.8k $56.9k $56.9k 0.00% New
69 Fourth Dimension Wealth, LLC 0.01% of their portfolio MIDDLEBURG HEIGHTS, OH 1,2881.3k $41.8k $41.8k 0.01% New
70 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,2301.2k $40.0k $40.0k 0.00% Unchanged
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 798798 $25.9k $25.9k 0.00% New
72 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 705705 $22.9k $22.9k 0.00% New
73 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 614614 $19.7k $19.7k 0.00% Unchanged
74 Walsh & Associates, LLC 0.01% of their portfolio SARASOTA, FL 436436 $14.2k $14.2k 0.01% Unchanged
75 Keating Financial Advisory Services, Inc. 0.00% of their portfolio MANHATTAN, KS 280280 $9.1k $9.1k 0.00% Added +241 +241
76 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 117117 $3.8k $3.8k 0.00% New
77 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 100100 $3.2k $3.2k 0.00% New
78 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 9898 $3.2k $3.2k 0.00% New
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7474 $2.4k $2.4k 0.00% New
80 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 3636 $1.2k $1.2k 0.00% Unchanged