MFS Active GrowthMFSGETF
13F holders, Q3 2025 (September 30)21holders +8
10new positions
2sold out
1famous investor
$28.12avg. 13F price*
At the end of Q3 2025, 21 institutions reported holding MFS Active Growth (MFSG) in their 13F filings, up 8 from Q2 2025. 10 opened new positions and 2 sold out. The largest holders were McCarthy & Cox ($56.0M), Jones Financial Companies LLLP ($10.0M) and Cornerstone Wealth Management, LLC ($4.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Active Growth
- CUSIP
- 55286W207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.8M |
| Exits | 2 | $602K |
All 13F filers, Q2 2025 → Q3 2025: 850,458 shares bought and 33,449 shares sold, net +817,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| McCarthy & Cox | 12.78% | Add +9.8% | 1,989,784 | $56.0M |
| Jones Financial Companies LLLP | 0.01% | Add +265.4% | 358,841 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.25% | New | 161,966 | $4.6M |
| Prosperity Financial Group, Inc. | 1.40% | Reduce -0.1% | 135,195 | $3.8M |
| Allegheny Financial Group | 0.69% | Add +79.5% | 132,054 | $3.7M |
| LPL Financial LLC | 0.00% | New | 86,217 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +7.4% | 80,420 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.3% | 72,923 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.9% | 65,243 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Add +176.2% | 55,656 | $1.6M |
| Morgan Stanley | 0.00% | New | 15,778 | $444K |
| Cetera Investment Advisers | 0.00% | New | 13,428 | $378K |
| Flow Traders U.S. LLC | 0.01% | New | 12,339 | $347K |
| Citadel Advisors | 0.00% | New | 8,884 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,502 | $211K |
| IAG Wealth Partners, LLC | 0.02% | New | 5,432 | $153K |
| Roxbury Financial LLC | 0.14% | No change | 5,358 | $151K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,300 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,227 | $35K |
| JPMorgan Chase & Co. | 0.00% | New | 665 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | New | 275 | $8K |
"% of holder's portfolio" is MFSG's weight in each manager's 13F, not the share of MFS Active Growth the manager owns.