MFS Active GrowthMFSGETF
13F holders, Q2 2025 (June 30)13holders +5
7new positions
2sold out
$26.54avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding MFS Active Growth (MFSG) in their 13F filings, up 5 from Q1 2025. 7 opened new positions and 2 sold out. The largest holders were McCarthy & Cox ($48.0M), Prosperity Financial Group, Inc. ($3.6M) and Jones Financial Companies LLLP ($2.6M).
- Company
- MFS Active Growth
- CUSIP
- 55286W207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.7M |
| Exits | 2 | $243K |
All 13F filers, Q1 2025 → Q2 2025: 1,240,442 shares bought and 19,655 shares sold, net +1,220,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| McCarthy & Cox | 12.58% | Add +105.5% | 1,811,966 | $48.0M |
| Prosperity Financial Group, Inc. | 1.53% | Add +1.0% | 135,344 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | New | 98,216 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +19.0% | 73,848 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.1% | 74,923 | $2.0M |
| Royal Bank of Canada | 0.00% | New | 74,874 | $2.0M |
| Allegheny Financial Group | 0.43% | New | 73,577 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 20,700 | $549K |
| Apollon Wealth Management, LLC | 0.01% | New | 20,150 | $534K |
| Roxbury Financial LLC | 0.14% | Add +11.3% | 5,358 | $142K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,300 | $61K |
| Bank of America Corp. | 0.00% | Reduce -81.6% | 1,995 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,227 | $33K |
"% of holder's portfolio" is MFSG's weight in each manager's 13F, not the share of MFS Active Growth the manager owns.