MFS Active GrowthMFSGETF
13F holders, Q4 2025 (December 31)27holders +6
9new positions
4sold out
1famous investor
$28.30avg. 13F price*
At the end of Q4 2025, 27 institutions reported holding MFS Active Growth (MFSG) in their 13F filings, up 6 from Q3 2025. 9 opened new positions and 4 sold out. The largest holders were Kintra Wealth, LLC ($54.5M), Jones Financial Companies LLLP ($17.8M) and Allegheny Financial Group ($12.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $57.7M |
| Exits | 4 | $818K |
All 13F filers, Q3 2025 → Q4 2025: 3,058,752 shares bought and 1,995,035 shares sold, net +1,063,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Kintra Wealth, LLC | 7.60% | New | 1,925,487 | $54.5M |
| Jones Financial Companies LLLP | 0.01% | Add +75.6% | 630,247 | $17.8M |
| Allegheny Financial Group | 1.78% | Add +221.1% | 423,955 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +148.4% | 199,756 | $5.7M |
| Prosperity Financial Group, Inc. | 1.81% | Add +31.2% | 177,349 | $5.0M |
| LPL Financial LLC | 0.00% | Add +104.0% | 175,861 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.23% | Reduce -3.0% | 157,098 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +5266.1% | 123,420 | $3.5M |
| Advisory Services Network, LLC | 0.03% | Add +11.3% | 81,203 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.7% | 80,066 | $2.3M |
| Cedrus Wealth Group LLC | 1.52% | — | 58,088 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | No change | 55,656 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | New | 45,296 | $1.3M |
| IAG Wealth Partners, LLC | 0.14% | Add +676.5% | 42,182 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +147.3% | 33,207 | $940K |
| McCarthy & Cox | 9.84% | Reduce -98.6% | 28,674 | $812K |
| Raymond James Financial Inc. | 0.00% | New | 22,496 | $637K |
| Citadel Advisors | 0.00% | Add +32.5% | 11,767 | $333K |
| Private Advisor Group, LLC | 0.00% | New | 9,913 | $281K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.5% | 9,862 | $279K |
| Jane Street Group, LLC | 0.00% | New | 9,837 | $278K |
| D.A. Davidson & Co. | 0.00% | New | 8,958 | $254K |
| Bank of America Corp. | 0.00% | New | 8,909 | $252K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 7,098 | $201K |
| Roxbury Financial LLC | 0.14% | Add +0.0% | 5,359 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,227 | $35K |
| Osaic Holdings, Inc. | 0.00% | New | 321 | $9K |
"% of holder's portfolio" is MFSG's weight in each manager's 13F, not the share of MFS Active Growth the manager owns.