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

MFS ACTIVE EXCHANGE TRADED F

68 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 55286W405·68 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$643M
visible holders
Holders
68
filers reporting
Concentration
21.11%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

68 institutions reported MFSI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 21.1% of the visible book.

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
$45M1.4M8.41%Q2 202605
Baron Wealth Management LLC
CIK 0001968507
$32M994K8.37%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M1.1M0.00%Q1 202607
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$31M1.0M0.38%Q1 202608
Capital Analysts, LLC
CIK 0001624758
$26M864K0.68%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$25M836K0.00%Q1 202610
River Street Advisors LLC
CIK 0001964897
$23M715K6.84%Q2 202611
CMH Wealth Management LLC
CIK 0001657516
$22M663K3.29%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$20M688K0.02%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
$8M250K7.81%Q2 2026
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