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

MFS ACTIVE INTERNATIONAL ETF

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

CUSIP 55286w405·67 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$622M
45.0% inst. owned
of float
Holders
67
+48 QoQ
filers reporting
Activity
+55 / −47
+846 added · −713 reduced
this quarter
Concentration
21.81%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported MFSI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 21.8% of the visible book. +48 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$136M4.6M0.04%Q1 202602
LPL Financial LLC
CIK 0001403438
$111M3.7M0.03%Q1 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$51M1.8M0.02%Q1 202604
OLD SECOND NATIONAL BANK OF AURORA
CIK 0000903783
$41M1.4M8.51%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M1.1M0.00%Q1 202606
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$31M1.0M0.38%Q1 202607
Baron Wealth Management LLC
CIK 0001968507
$29M974K8.66%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$25M836K0.00%Q1 202609
River Street Advisors LLC
CIK 0001964897
$21M702K7.05%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$20M688K0.02%Q1 202611
CMH Wealth Management LLC
CIK 0001657516
$19M631K3.22%Q1 202612
Annex Advisory Services, LLC
CIK 0001542287
$17M588K0.33%Q1 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$15M520K0.12%Q1 202614
Soltis Investment Advisors LLC
CIK 0001802530
$14M471K0.88%Q1 202615
Baird Financial Group, Inc.
CIK 0001648711
$13M432K0.02%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$12M392K0.01%Q1 202617
Spectrum Wealth Advisory Group, LLC
CIK 0001776821
$10M320K3.58%Q4 202518
NewEdge Advisors, LLC
CIK 0001633516
$10M327K0.04%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M278K0.01%Q1 202620
Jeter Robert S II
CIK 0002093023
$8M247K7.87%Q1 2026
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