MFS Active InternationalMFSIETF

13F holders, Q4 2025 (December 31)
54holders +13
11new positions
2sold out
1famous investor
$30.46avg. 13F price*

At the end of Q4 2025, 54 institutions reported holding MFS Active International (MFSI) in their 13F filings, up 13 from Q3 2025. 11 opened new positions and 2 sold out. The largest holders were Annex Advisory Services, LLC ($91.4M), Raymond James Financial Inc. ($89.8M) and LPL Financial LLC ($42.2M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
MFS Active International
CUSIP
55286W405
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q4 2024: 3Q4 2024Q1 2025: 19Q1 2025Q2 2025: 30Q2 2025Q3 2025: 41Q3 2025Q4 2025: 54Q4 2025Q1 2026: 68Q1 2026Q2 2026: 80Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$37.1M
Exits2$8.5M

All 13F filers, Q3 2025 → Q4 2025: 4,454,898 shares bought and 873,944 shares sold, net +3,580,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

Annex Advisory Services, LLC 1.75% Add +7.6% 3,001,089 $91.4M
Raymond James Financial Inc. 0.03% Add +68.8% 2,947,901 $89.8M
LPL Financial LLC 0.01% Add +49.2% 1,386,772 $42.2M
Old Second National Bank of Aurora 8.36% Add +2.1% 1,372,537 $41.8M
Jones Financial Companies LLLP 0.02% Add +99.8% 1,039,411 $31.7M
Kestra Private Wealth Services, LLC 0.38% Add +5.2% 1,005,457 $30.6M
Baron Wealth Management LLC 9.18% Add +2.2% 978,004 $29.8M
Capital Analysts, LLC 0.57% Add +26.5% 675,557 $20.6M
River Street Advisors LLC 7.34% Add +3.9% 643,358 $19.6M
Cetera Investment Advisers 0.02% Add +30.3% 614,485 $18.7M
Bank of America Corp. 0.00% New 515,222 $15.7M
Soltis Investment Advisors LLC 0.86% Add +5.4% 427,146 $13.0M
Royal Bank of Canada 0.00% Add +13.3% 396,444 $12.1M
Spectrum Wealth Advisory Group, LLC 3.58% New 319,738 $9.7M
NewEdge Advisors, LLC 0.03% Add +11.8% 313,086 $9.5M
Stifel Financial Corp. 0.01% Add +42.2% 277,840 $8.5M
Commonwealth Equity Services, LLC 0.01% Add +65.7% 262,482 $8.0M
Flaharty Asset Management, LLC 0.78% New 205,262 $6.3M
DAVENPORT & Co LLC 0.03% Add +5.1% 193,369 $5.9M
Mariner, LLC 0.01% Add +25.9% 171,499 $5.2M
Integrity Financial Corp 2.40% Add +1.6% 155,935 $4.7M
CMH Wealth Management LLC 0.94% Add +0.1% 143,374 $4.4M
Victory Financial Group, LLC 0.33% New 85,286 $2.6M
Mars Jewett Financial Group, Inc. 0.75% — 79,234 $2.5M
Natixis Advisors, LLC 0.00% Add +120.7% 76,297 $2.3M
Greykasell Wealth Strategies, Inc. 0.91% Add +1.1% 75,908 $2.3M
Jane Street Group, LLC 0.00% Reduce -76.4% 75,593 $2.3M
Gladstone Institutional Advisory LLC 0.07% New 61,517 $1.9M
Private Advisor Group, LLC 0.01% Add +90.1% 53,850 $1.6M
Envestnet Asset Management Inc. 0.00% Add +10.9% 39,537 $1.2M
Truist Financial Corp. 0.00% Add +8.7% 31,375 $955K
Boyum Wealth Architects LLC 0.44% Add +51.0% 30,481 $950K
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.5% 31,079 $946K
Kestra Advisory Services, LLC 0.00% Add +50.9% 30,291 $922K
Benjamin Edwards Inc. 0.01% Add +8.7% 28,981 $882K
Integrated Wealth Concepts LLC 0.01% Reduce -93.4% 22,867 $696K
D.A. Davidson & Co. 0.00% Reduce -6.4% 22,811 $695K
Smith, Moore & Co. 0.05% Reduce -18.7% 20,906 $637K
Old Mission Capital LLC 0.02% Reduce -6.3% 18,534 $564K
Sanctuary Advisors, LLC 0.00% Reduce -34.9% 15,669 $477K
Moneco Advisors, LLC 0.04% Add +24.1% 15,003 $457K
&partners 0.00% Add +18.2% 9,539 $290K
Gotham Asset Management 0.00% New 9,422 $287K
Walleye Partners, LLC 0.28% — 8,200 $250K
GTS Securities LLC 0.01% New 7,257 $221K
JM2 Capital Inc. 0.17% — 7,051 $215K
Lynx Investment Advisory 0.12% No change 7,000 $213K
Kingsview Wealth Management, LLC 0.00% New 6,712 $204K
Ancora Advisors LLC 0.00% New 4,200 $128K
Morgan Dempsey Capital Management LLC 0.04% No change 2,954 $90K
Cwm, LLC 0.00% New 2,427 $74K
Northwest Capital Management Inc 0.32% New 2,427 $74K
Osaic Holdings, Inc. 0.00% Add +201.4% 2,405 $73K
Walsh & Associates, LLC 0.01% — 436 $13K

"% of holder's portfolio" is MFSI's weight in each manager's 13F, not the share of MFS Active International the manager owns.