13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
MFSG

MFS ACTIVE EXCHANGE TRADED F

36 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 55286W207·36 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.4%
vs prior quarter
13F value held
$165M
68.0% inst. owned
of float
Holders
36
+42 QoQ
filers reporting
Activity
+74 / −41
+836 added · −828 reduced
this quarter
Concentration
29.39%
Evergreen Wealth Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported MFSG in Q1 2026. Evergreen Wealth Solutions, LLC leads at 29.4% of the visible book. +42 net new institutions vs prior quarter — accumulation reading.

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
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$21M828K0.01%Q1 202604
Allegheny Financial Group
CIK 0001844148
$17M653K2.25%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$6M253K0.00%Q1 202606
Cornerstone Wealth Management, LLC
CIK 0001674117
$4M157K0.23%Q4 202507
Prosperity Financial Group, Inc.
CIK 0001991334
$4M170K1.61%Q1 202608
Farther Finance Advisors, LLC
CIK 0001992825
$4M141K0.03%Q1 202609
Advisory Services Network, LLC
CIK 0001573876
$2M87K0.03%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M84K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$2M81K0.00%Q1 202612
D.A. DAVIDSON & CO.
CIK 0001080107
$2M68K0.01%Q1 202613
Apollon Wealth Management, LLC
CIK 0001764387
$1M57K0.02%Q1 202614
Cedrus Wealth Group LLC
CIK 0002134767
$1M52K1.49%Q1 202615
IHT Wealth Management, LLC
CIK 0001697490
$1M47K0.03%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M46K0.00%Q1 202617
Kingsview Wealth Management, LLC
CIK 0001791965
$1M45K0.02%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M39K0.00%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$953,40737K0.00%Q1 202620
GWN SECURITIES INC.
CIK 0001265905
$854,19433K0.16%Q1 2026
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