MFS Active InternationalMFSIETF

13F holders, Q1 2026 (March 31)
68holders +14
19new positions
5sold out
2famous investors
$29.68avg. 13F price*

At the end of Q1 2026, 68 institutions reported holding MFS Active International (MFSI) in their 13F filings, up 14 from Q4 2025. 19 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($135.7M), LPL Financial LLC ($110.6M) and Jones Financial Companies LLLP ($51.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$32.3M
Exits5$3.4M

All 13F filers, Q4 2025 → Q1 2026: 9,030,089 shares bought and 2,543,991 shares sold, net +6,486,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Raymond James Financial Inc. 0.04% Add +54.9% 4,566,306 $135.7M
LPL Financial LLC 0.03% Add +168.4% 3,722,274 $110.6M
Jones Financial Companies LLLP 0.02% Add +71.0% 1,777,016 $51.1M
Old Second National Bank of Aurora 8.51% Add +0.9% 1,385,288 $41.2M
Bank of America Corp. 0.00% Add +106.4% 1,063,600 $31.6M
Kestra Private Wealth Services, LLC 0.38% Add +4.4% 1,049,543 $31.2M
Baron Wealth Management LLC 8.66% Reduce -0.4% 974,446 $29.0M
Capital Analysts, LLC 0.68% Add +28.0% 864,447 $25.7M
Royal Bank of Canada 0.00% Add +110.8% 835,557 $24.8M
River Street Advisors LLC 7.05% Add +9.1% 701,739 $20.9M
Cetera Investment Advisers 0.02% Add +12.0% 688,365 $20.5M
CMH Wealth Management LLC 3.22% Add +340.2% 631,190 $18.8M
Annex Advisory Services, LLC 0.33% Reduce -80.4% 587,778 $17.5M
Integrated Wealth Concepts LLC 0.12% Add +2172.9% 519,737 $15.4M
Soltis Investment Advisors LLC 0.91% Add +10.4% 471,473 $14.0M
Baird Financial Group, Inc. 0.02% New 431,711 $12.8M
Stifel Financial Corp. 0.01% Add +41.2% 392,301 $11.7M
Spectrum Wealth Advisory Group, LLC 4.20% Add +18.7% 379,635 $11.3M
NewEdge Advisors, LLC 0.04% Add +4.4% 326,875 $9.7M
Commonwealth Equity Services, LLC 0.01% Add +5.8% 277,637 $8.3M
Jeter Robert S II 7.87% — 247,357 $7.9M
Envestnet Asset Management Inc. 0.00% Add +548.1% 256,248 $7.6M
Mariner, LLC 0.01% Add +40.6% 241,064 $7.2M
DAVENPORT & Co LLC 0.04% Add +14.4% 221,313 $6.6M
Flaharty Asset Management, LLC 0.77% Add +2.0% 209,354 $6.2M
MML Investors Services, LLC 0.02% New 203,363 $6.0M
Susquehanna International Group, LLP 0.01% New 189,151 $5.6M
Jane Street Group, LLC 0.01% Add +148.9% 188,148 $5.6M
Natixis Advisors, LLC 0.01% Add +133.8% 178,420 $5.3M
Integrity Financial Corp 2.35% Add +2.0% 159,115 $4.7M
Citadel Advisors 0.00% New 97,864 $2.9M
Victory Financial Group, LLC 0.31% Add +0.6% 85,805 $2.6M
Mars Jewett Financial Group, Inc. 0.76% Add +2.1% 80,927 $2.4M
Greykasell Wealth Strategies, Inc. 0.92% Add +1.1% 76,767 $2.3M
Private Advisor Group, LLC 0.01% Add +29.7% 69,865 $2.1M
Benjamin Edwards Inc. 0.02% Add +104.2% 59,167 $1.8M
Kingsview Wealth Management, LLC 0.02% Add +649.1% 50,282 $1.5M
Janney Montgomery Scott LLC 0.00% New 44,465 $1.3M
Kestra Advisory Services, LLC 0.00% Add +36.8% 41,439 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +7.7% 33,470 $995K
Boyum Wealth Architects LLC 0.38% Reduce -4.9% 28,979 $907K
Level Four Advisory Services, LLC 0.03% New 25,990 $772K
Truist Financial Corp. 0.00% Reduce -32.0% 21,346 $634K
Fortis Capital Advisors, LLC 0.07% New 18,838 $560K
Belpointe Asset Management LLC 0.02% New 18,838 $560K
Sanctuary Advisors, LLC 0.00% Add +17.4% 18,394 $547K
Smith, Moore & Co. 0.04% Reduce -12.6% 18,263 $543K
Moneco Advisors, LLC 0.04% Add +12.1% 16,811 $500K
Apollon Wealth Management, LLC 0.01% New 14,293 $425K
&partners 0.00% Add +19.1% 11,361 $338K
HRT Financial LP 0.00% New 10,876 $323K
Gotham Asset Management 0.00% Add +6.9% 10,068 $299K
Regal Investment Advisors LLC 0.02% New 9,995 $297K
Flow Traders U.S. LLC 0.01% New 9,107 $271K
JM2 Capital Inc. 0.20% Add +17.3% 8,269 $246K
Walleye Partners, LLC 0.30% No change 8,200 $244K
Lynx Investment Advisory 0.10% No change 7,000 $208K
Advisory Services Network, LLC 0.00% New 6,667 $198K
Ancora Advisors LLC 0.00% Add +38.8% 5,830 $173K
Provenance Wealth Advisors, LLC 0.02% New 4,954 $147K
Morgan Dempsey Capital Management LLC 0.04% No change 2,954 $88K
Osaic Holdings, Inc. 0.00% Reduce -16.7% 2,003 $60K
Spire Wealth Management 0.00% New 1,230 $37K
International Assets Investment Management, LLC 0.00% New 614 $19K
Walsh & Associates, LLC 0.01% No change 436 $13K
Harbour Investments, Inc. 0.00% New 352 $10K
Keating Financial Advisory Services, Inc. 0.00% New 39 $1K
Tidemark, LLC 0.00% New 36 $1K

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