DOSSIER · 13F Holders · Q2 2026
MFSI

MFS ACTIVE EXCHANGE TRADED F

81 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 55286W405·81 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$814M
visible holders
Holders
81
filers reporting
Concentration
27.12%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

81 institutions reported MFSI in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 27.1% 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
$221M6.8M0.06%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$114M3.5M0.03%Q2 2026
03
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$75M2.3M0.03%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$47M1.5M0.00%Q2 2026
05
OLD SECOND NATIONAL BANK OF AURORA
CIK 0000903783
$45M1.4M8.41%Q2 2026
06
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$39M1.2M0.42%Q2 2026
07
Baron Wealth Management LLC
CIK 0001968507
$32M994K8.37%Q2 2026
08
Capital Analysts, LLC
CIK 0001624758
$26M864K0.68%Q1 2026
09
Cetera Investment Advisers
CIK 0001666741
$25M764K0.02%Q2 2026
10
Integrated Wealth Concepts LLC
CIK 0001737109
$25M760K0.12%Q2 2026
11
River Street Advisors LLC
CIK 0001964897
$23M715K6.84%Q2 2026
12
CMH Wealth Management LLC
CIK 0001657516
$22M663K3.29%Q2 2026
13
Spectrum Wealth Advisory Group, LLC
CIK 0001776821
$19M592K5.48%Q2 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$19M577K0.00%Q2 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$17M519K0.01%Q2 2026
16
Soltis Investment Advisors LLC
CIK 0001802530
$17M514K0.93%Q2 2026
17
Baird Financial Group, Inc.
CIK 0001648711
$16M493K0.02%Q2 2026
18
NewEdge Advisors, LLC
CIK 0001633516
$12M378K0.04%Q2 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M371K0.02%Q2 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M304K0.00%Q2 2026
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