MFS Active GrowthMFSGETF
13F holders, Q2 2026 (June 30)39holders +6
9new positions
4sold out
1famous investor
$30.20avg. 13F price*
At the end of Q2 2026, 39 institutions reported holding MFS Active Growth (MFSG) in their 13F filings, up 6 from Q1 2026. 9 opened new positions and 4 sold out. The largest holders were Private Advisor Group, LLC ($66.8M), LPL Financial LLC ($53.1M) and Kintra Wealth, LLC ($31.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- MFS Active Growth
- CUSIP
- 55286W207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.0M |
| Exits | 4 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 3,028,155 shares bought and 1,181,858 shares sold, net +1,846,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Private Advisor Group, LLC | 0.31% | Add +5825.6% | 2,207,692 | $66.8M |
| LPL Financial LLC | 0.01% | Add +3.6% | 1,755,961 | $53.1M |
| Kintra Wealth, LLC | 1.66% | Reduce -45.8% | 1,030,171 | $31.8M |
| Jones Financial Companies LLLP | 0.01% | Add +30.2% | 1,077,532 | $31.5M |
| Allegheny Financial Group | 2.72% | Add +29.4% | 845,444 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 269,100 | $8.1M |
| Prosperity Financial Group, Inc. | 1.62% | Add +1.3% | 172,207 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +620.3% | 163,017 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.17% | Reduce -13.4% | 133,281 | $4.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.6% | 127,950 | $3.9M |
| Cetera Investment Advisers | 0.00% | Add +45.1% | 117,426 | $3.6M |
| Advisory Services Network, LLC | 0.03% | Add +6.6% | 92,308 | $2.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +58.3% | 71,494 | $2.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.7% | 56,959 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.2% | 46,804 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -2.6% | 38,173 | $1.2M |
| IHT Wealth Management, LLC | 0.02% | Reduce -24.8% | 35,395 | $1.1M |
| GWN Securities Inc. | 0.15% | Reduce -11.7% | 29,476 | $892K |
| Natixis Advisors, LLC | 0.00% | New | 18,779 | $568K |
| Bank of America Corp. | 0.00% | Add +56.5% | 16,438 | $498K |
| Stifel Financial Corp. | 0.00% | Add +45.8% | 15,556 | $471K |
| Dickmeyer Boyce Financial Management, Inc. | 0.24% | Reduce -7.8% | 15,400 | $466K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +43.2% | 14,510 | $439K |
| Park Avenue Securities LLC | 0.00% | New | 14,366 | $435K |
| D. E. Shaw & Co. | 0.00% | New | 10,802 | $327K |
| BlueChip Wealth Advisors LLC | 0.11% | New | 10,000 | $303K |
| Global Retirement Partners, LLC | 0.00% | — | 9,885 | $299K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +5.9% | 8,500 | $257K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 6,676 | $202K |
| IFG Advisory, LLC | 0.01% | New | 5,166 | $156K |
| Roxbury Financial LLC | 0.12% | Reduce -2.5% | 4,993 | $151K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -99.0% | 1,430 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,227 | $37K |
| Private Trust Co. NA | 0.00% | New | 650 | $20K |
| Osaic Holdings, Inc. | 0.00% | No change | 648 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | New | 275 | $8K |
| Wells Fargo & Company | 0.00% | New | 190 | $6K |
| Tidemark, LLC | 0.00% | No change | 54 | $2K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -97.1% | 54 | $2K |
"% of holder's portfolio" is MFSG's weight in each manager's 13F, not the share of MFS Active Growth the manager owns.