MFS Active GrowthMFSGETF
13F holders, Q1 2025 (March 31)8holders +5
6new positions
1sold out
$22.50avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding MFS Active Growth (MFSG) in their 13F filings, up 5 from Q4 2024. 6 opened new positions and 1 sold out. The largest holders were McCarthy & Cox ($19.8M), Prosperity Financial Group, Inc. ($3.0M) and Commonwealth Equity Services, LLC ($1.6M).
- Company
- MFS Active Growth
- CUSIP
- 55286W207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.0M |
| Exits | 1 | $218K |
All 13F filers, Q4 2024 → Q1 2025: 1,128,067 shares bought and 8,814 shares sold, net +1,119,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| McCarthy & Cox | 8.64% | Add +5601.0% | 881,830 | $19.8M |
| Prosperity Financial Group, Inc. | 1.50% | New | 133,994 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +129.9% | 69,343 | $1.6M |
| Advisory Services Network, LLC | 0.03% | New | 62,061 | $1.4M |
| Bank of America Corp. | 0.00% | New | 10,832 | $244K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,595 | $238K |
| Roxbury Financial LLC | 0.12% | New | 4,813 | $118K |
| UBS Group AG | 0.00% | New | 223 | $5K |
"% of holder's portfolio" is MFSG's weight in each manager's 13F, not the share of MFS Active Growth the manager owns.