13F Insight
DOSSIER · 13F Holders · Q1 2026
MFSG

MFS ACTIVE EXCHANGE TRADED F

35 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W207·35 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$170M
visible holders
Holders
35
filers reporting
Concentration
28.57%
Evergreen Wealth Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported MFSG in Q1 2026. Evergreen Wealth Solutions, LLC leads at 28.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Evergreen Wealth Solutions, LLC
CIK 0001904432
$49M1.9M3.44%Q1 202602
LPL Financial LLC
CIK 0001403438
$43M1.7M0.01%Q1 202603
Allegheny Financial Group
CIK 0001844148
$26M845K2.72%Q2 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$21M828K0.01%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$6M253K0.00%Q1 202606
Prosperity Financial Group, Inc.
CIK 0001991334
$4M170K1.61%Q1 202607
Cornerstone Wealth Management, LLC
CIK 0001674117
$4M133K0.17%Q2 202608
Advisory Services Network, LLC
CIK 0001573876
$2M87K0.03%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M84K0.00%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$2M81K0.00%Q1 202611
Apollon Wealth Management, LLC
CIK 0001764387
$2M57K0.02%Q2 202612
Cedrus Wealth Group LLC
CIK 0002134767
$1M52K1.49%Q1 202613
IHT Wealth Management, LLC
CIK 0001697490
$1M47K0.03%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M46K0.00%Q1 202615
Kingsview Wealth Management, LLC
CIK 0001791965
$1M45K0.02%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M39K0.00%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$953K37K0.00%Q1 202618
GWN SECURITIES INC.
CIK 0001265905
$854K33K0.16%Q1 202619
McCarthy & Cox
CIK 0002020726
$812K29K9.84%Q4 202520
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$579K23K0.00%Q1 2026
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