MFS Active GrowthMFSGETF
13F holders, Q1 2026 (March 31)33holders +6
7new positions
1sold out
$25.50avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding MFS Active Growth (MFSG) in their 13F filings, up 6 from Q4 2025. 7 opened new positions and 1 sold out. The largest holders were Kintra Wealth, LLC ($48.6M), LPL Financial LLC ($43.4M) and Jones Financial Companies LLLP ($20.5M).
- Company
- MFS Active Growth
- CUSIP
- 55286W207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.7M |
| Exits | 1 | $333K |
All 13F filers, Q4 2025 → Q1 2026: 2,342,227 shares bought and 93,749 shares sold, net +2,248,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Kintra Wealth, LLC | 3.44% | Reduce -1.3% | 1,900,432 | $48.6M |
| LPL Financial LLC | 0.01% | Add +864.2% | 1,695,627 | $43.4M |
| Jones Financial Companies LLLP | 0.01% | Add +31.3% | 827,676 | $20.5M |
| Allegheny Financial Group | 2.25% | Add +54.1% | 653,413 | $16.7M |
| Royal Bank of Canada | 0.00% | Add +26.6% | 252,914 | $6.5M |
| Prosperity Financial Group, Inc. | 1.61% | Reduce -4.2% | 169,952 | $4.3M |
| Cornerstone Wealth Management, LLC | 0.20% | Reduce -2.0% | 153,880 | $3.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +13.9% | 140,641 | $3.6M |
| Advisory Services Network, LLC | 0.03% | Add +6.6% | 86,557 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 83,843 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +143.8% | 80,943 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +661.2% | 68,188 | $1.7M |
| Apollon Wealth Management, LLC | 0.02% | Add +1.6% | 56,540 | $1.4M |
| Cedrus Wealth Group LLC | 1.49% | Reduce -9.9% | 52,324 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +4.0% | 47,094 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 45,787 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | New | 45,176 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +298.3% | 39,176 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +275.8% | 37,257 | $953K |
| GWN Securities Inc. | 0.16% | New | 33,380 | $854K |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 22,632 | $579K |
| Dickmeyer Boyce Financial Management, Inc. | 0.25% | — | 16,711 | $428K |
| Stifel Financial Corp. | 0.00% | New | 10,671 | $273K |
| Richmond Investment Services, LLC | 0.04% | New | 10,505 | $269K |
| Bank of America Corp. | 0.00% | Add +17.9% | 10,502 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 10,131 | $259K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +13.1% | 8,026 | $205K |
| Roxbury Financial LLC | 0.12% | Reduce -4.5% | 5,119 | $131K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -95.6% | 1,874 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,227 | $31K |
| Harbour Investments, Inc. | 0.00% | New | 907 | $23K |
| Osaic Holdings, Inc. | 0.00% | Add +101.9% | 648 | $17K |
| Tidemark, LLC | 0.00% | New | 54 | $1K |
"% of holder's portfolio" is MFSG's weight in each manager's 13F, not the share of MFS Active Growth the manager owns.