MFSG Institutional Ownership
MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
1W: +0.8%
1M: +3.4%
YTD: +1.5%
$30.91
+0.30 (+1.00%)
Weekly Expected Move ±1.9%
$30
$30
$31
$32
$32
Overview
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Institutional Ownership — MFSG
44
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
254M
Total Invested
11
New Positions
17
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (45 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 2,207,692 | $68M | +2,170,435 | +5825.6% | 3Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,755,961 | $54M | +60,334 | +3.6% | 4Q | SEC ↗ |
| 3 | JONES FINANCIAL COMPANIES LLLP | 1,077,532 | $33M | +249,856 | +30.2% | 5Q | SEC ↗ |
| 4 | KINTRA WEALTH, LLC | 1,030,171 | $32M | -870,261 | -45.8% | 3Q | SEC ↗ |
| 5 | Allegheny Financial Group | 845,444 | $26M | +192,031 | +29.4% | 5Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 269,100 | $8M | +16,186 | +6.4% | 5Q | SEC ↗ |
| 7 | Prosperity Financial Group, Inc. | 172,207 | $5M | +2,255 | +1.3% | 6Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 163,017 | $5M | +140,385 | +620.3% | 3Q | SEC ↗ |
| 9 | Cornerstone Wealth Management, LLC | 133,281 | $4M | -20,599 | -13.4% | 4Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 127,950 | $4M | +44,107 | +52.6% | 7Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 117,426 | $4M | +36,483 | +45.1% | 4Q | SEC ↗ |
| 12 | Advisory Services Network, LLC | 92,308 | $3M | +5,751 | +6.6% | 6Q | SEC ↗ |
| 13 | Kingsview Wealth Management, LLC | 71,494 | $2M | +26,318 | +58.3% | 2Q | SEC ↗ |
| 14 | Apollon Wealth Management, LLC | 56,959 | $2M | +419 | +0.7% | 5Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 46,804 | $1M | +1,017 | +2.2% | 2Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 38,173 | $1M | -1,003 | -2.6% | 3Q | SEC ↗ |
| 17 | IHT Wealth Management, LLC | 35,395 | $1M | -11,699 | -24.8% | 3Q | SEC ↗ |
| 18 | GWN SECURITIES INC. | 29,476 | $911K | -3,904 | -11.7% | 2Q | SEC ↗ |
| 19 | NATIXIS ADVISORS, LLC NEW | 18,779 | $581K | — | +0.0% | 1Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 16,438 | $508K | +5,936 | +56.5% | 3Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 15,556 | $481K | +4,885 | +45.8% | 2Q | SEC ↗ |
| 22 | Dickmeyer Boyce Financial Management, | 15,400 | $476K | -1,311 | -7.8% | 2Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 14,510 | $449K | +4,379 | +43.2% | 4Q | SEC ↗ |
| 24 | PARK AVENUE SECURITIES LLC NEW | 14,366 | $444K | — | +0.0% | 1Q | SEC ↗ |
| 25 | D. E. Shaw & Co., Inc. NEW | 10,802 | $334K | — | +0.0% | 1Q | SEC ↗ |
| 26 | BlueChip Wealth Advisors LLC NEW | 10,000 | $309K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 9,885 | $306K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Pinnacle Wealth Planning Services, Inc | 8,500 | $263K | +474 | +5.9% | 3Q | SEC ↗ |
| 29 | SUMMIT WEALTH GROUP LLC / CO NEW | 6,676 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 30 | IFG Advisory, LLC NEW | 5,166 | $160K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Roxbury Financial LLC | 4,993 | $154K | -126 | -2.5% | 6Q | SEC ↗ |
| 32 | Integrated Wealth Concepts LLC NEW | 1,549 | $48K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 1,430 | $44K | -139,211 | -99.0% | 5Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 1,227 | $38K | — | +0.0% | 5Q | SEC ↗ |
| 35 | PRIVATE TRUST CO NA NEW | 650 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 648 | $20K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Ameritas Advisory Services, LLC NEW | 275 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN NEW | 190 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 39 | IAG Wealth Partners, LLC | 54 | $2K | -1,820 | -97.1% | 4Q | SEC ↗ |
| 40 | Tidemark, LLC | 54 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 0 | $0K | -907 | -100.0% | 1Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 0 | $0K | -11,767 | -100.0% | 2Q | SEC ↗ |
| 43 | Richmond Investment Services, LLC | 0 | $0K | -10,505 | -100.0% | 1Q | SEC ↗ |
| 44 | D.A. DAVIDSON & CO. | 0 | $0K | -68,188 | -100.0% | 2Q | SEC ↗ |
| 45 | Cedrus Wealth Group LLC | 0 | $0K | -52,324 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| NATIXIS ADVISORS, LLC | 18,779 | $581K |
| PARK AVENUE SECURITIES LLC | 14,366 | $444K |
| D. E. Shaw & Co., Inc. | 10,802 | $334K |
| BlueChip Wealth Advisors LLC | 10,000 | $309K |
| Global Retirement Partners, LLC | 9,885 | $306K |
| SUMMIT WEALTH GROUP LLC / CO | 6,676 | $206K |
| IFG Advisory, LLC | 5,166 | $160K |
| Integrated Wealth Concepts LLC | 1,549 | $48K |
| PRIVATE TRUST CO NA | 650 | $20K |
| Ameritas Advisory Services, LLC | 275 | $9K |
| WELLS FARGO & COMPANY/MN | 190 | $6K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| D.A. DAVIDSON & CO. | 68,188 | $2M |
| Cedrus Wealth Group LLC | 52,324 | $2M |
| CITADEL ADVISORS LLC | 11,767 | $364K |
| Richmond Investment Services, LLC | 10,505 | $325K |
| HARBOUR INVESTMENTS, INC. | 907 | $28K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | +2,170,435 | +5825.6% | 2,207,692 |
| JONES FINANCIAL COMPANIES LLLP | +249,856 | +30.2% | 1,077,532 |
| Allegheny Financial Group | +192,031 | +29.4% | 845,444 |
| RAYMOND JAMES FINANCIAL INC | +140,385 | +620.3% | 163,017 |
| LPL Financial LLC | +60,334 | +3.6% | 1,755,961 |
| COMMONWEALTH EQUITY SERVICES, LLC | +44,107 | +52.6% | 127,950 |
| Cetera Investment Advisers | +36,483 | +45.1% | 117,426 |
| Kingsview Wealth Management, LLC | +26,318 | +58.3% | 71,494 |
| ROYAL BANK OF CANADA | +16,186 | +6.4% | 269,100 |
| BANK OF AMERICA CORP /DE | +5,936 | +56.5% | 16,438 |
| Advisory Services Network, LLC | +5,751 | +6.6% | 92,308 |
| STIFEL FINANCIAL CORP | +4,885 | +45.8% | 15,556 |
| Cambridge Investment Research Advis | +4,379 | +43.2% | 14,510 |
| Prosperity Financial Group, Inc. | +2,255 | +1.3% | 172,207 |
| GOLDMAN SACHS GROUP INC | +1,017 | +2.2% | 46,804 |
| Pinnacle Wealth Planning Services, | +474 | +5.9% | 8,500 |
| Apollon Wealth Management, LLC | +419 | +0.7% | 56,959 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KINTRA WEALTH, LLC | -870,261 | -45.8% | 1,030,171 |
| Farther Finance Advisors, LLC | -139,211 | -99.0% | 1,430 |
| Cornerstone Wealth Management, LLC | -20,599 | -13.4% | 133,281 |
| IHT Wealth Management, LLC | -11,699 | -24.8% | 35,395 |
| GWN SECURITIES INC. | -3,904 | -11.7% | 29,476 |
| IAG Wealth Partners, LLC | -1,820 | -97.1% | 54 |
| Dickmeyer Boyce Financial Managemen | -1,311 | -7.8% | 15,400 |
| JANE STREET GROUP, LLC | -1,003 | -2.6% | 38,173 |
| Roxbury Financial LLC | -126 | -2.5% | 4,993 |