13F Insight
DOSSIER · 13F Holders · Q2 2026

MFS ACTIVE EXCHANGE TRADED F

21 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W306·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
21
filers reporting
Concentration
42.53%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported MFS ACTIVE EXCHANGE TRADED F in Q2 2026. LPL Financial LLC leads at 42.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$20M783K0.00%Q2 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M259K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M255K0.00%Q2 202604
FAS Wealth Partners, Inc.
CIK 0001596957
$2M72K0.09%Q2 202605
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK 0001748861
$2M70K0.20%Q2 202606
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$2M62K0.02%Q2 202607
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403
$1M52K0.19%Q2 202608
Platt Wealth Management LLC
CIK 0002109497
$916K37K0.89%Q1 202609
Golden State Equity Partners
CIK 0001845003
$783K32K0.06%Q1 202610
NATIXIS ADVISORS, LLC
CIK 0001018331
$781K31K0.00%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$763K31K0.00%Q1 202612
Landmark Wealth Management, LLC
CIK 0001728778
$688K27K0.16%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$604K24K0.00%Q4 202514
GOLDMAN SACHS GROUP INC
CIK 0000886982
$578K23K0.00%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$501K20K0.00%Q2 202616
Aspen Grove Capital, LLC
CIK 0001806027
$404K16K0.06%Q2 202617
Marshall Financial Group, LLC
CIK 0001841496
$387K15K0.06%Q2 202618
Kingsview Wealth Management, LLC
CIK 0001791965
$370K15K0.00%Q2 202619
CRA Financial Services, LLC
CIK 0001765594
$315K13K0.04%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$121K5K0.00%Q2 2026
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