MFSM Institutional Ownership
MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF
1W: -0.1%
1M: -3.6%
YTD: -4.4%
$23.57
-0.10 (-0.44%)
Weekly Expected Move ±1.0%
$23
$23
$24
$24
$24
Overview
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Holdings
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Institutional Ownership — MFSM
20
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
4
New Positions
8
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 782,623 | 18M | -58,865 | -7.0% | 2Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 258,876 | 6M | +181,749 | +235.6% | 3Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 255,309 | 6M | +211,455 | +482.2% | 4Q | SEC ↗ |
| 4 | NATIXIS ADVISORS, LLC | 104,209 | 2M | +72,777 | +231.5% | 2Q | SEC ↗ |
| 5 | FAS Wealth Partners, Inc. | 71,791 | 2M | +4,135 | +6.1% | 4Q | SEC ↗ |
| 6 | Bay Colony Advisory Group, Inc d/b/a B NEW | 70,443 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | 62,443 | 1M | +56 | +0.1% | 2Q | SEC ↗ |
| 8 | LAUREL OAK WEALTH MANAGEMENT, LLC | 51,936 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 9 | Platt Wealth Management LLC | 40,475 | 954K | +3,600 | +9.8% | 3Q | SEC ↗ |
| 10 | Landmark Wealth Management, LLC | 27,293 | 643K | -153 | -0.6% | 5Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC NEW | 22,957 | 541K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 19,887 | 469K | +4,942 | +33.1% | 2Q | SEC ↗ |
| 13 | Aspen Grove Capital, LLC NEW | 16,000 | 377K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Marshall Financial Group, LLC | 15,383 | 363K | — | +0.0% | 4Q | SEC ↗ |
| 15 | Kingsview Wealth Management, LLC NEW | 14,702 | 347K | — | +0.0% | 1Q | SEC ↗ |
| 16 | CRA Financial Services, LLC | 12,500 | 295K | — | +0.0% | 4Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 8,604 | 203K | -22,085 | -72.0% | 2Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 4,803 | 113K | +722 | +17.7% | 4Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | 0K | -15,321 | -100.0% | 2Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 0 | 0K | -24,103 | -100.0% | 3Q | SEC ↗ |
| 21 | Ascentis Independent Advisors | 0 | 0K | -31,500 | -100.0% | 1Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 0 | 0K | -6,039 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Bay Colony Advisory Group, Inc d/b/ | 70,443 | 2M |
| GOLDMAN SACHS GROUP INC | 22,957 | 541K |
| Aspen Grove Capital, LLC | 16,000 | 377K |
| Kingsview Wealth Management, LLC | 14,702 | 347K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 31,500 | 743K |
| CITADEL ADVISORS LLC | 24,103 | 568K |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,321 | 361K |
| BANK OF AMERICA CORP /DE | 6,039 | 142K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +211,455 | +482.2% | 255,309 |
| JONES FINANCIAL COMPANIES LLLP | +181,749 | +235.6% | 258,876 |
| NATIXIS ADVISORS, LLC | +72,777 | +231.5% | 104,209 |
| Private Advisor Group, LLC | +4,942 | +33.1% | 19,887 |
| FAS Wealth Partners, Inc. | +4,135 | +6.1% | 71,791 |
| Platt Wealth Management LLC | +3,600 | +9.8% | 40,475 |
| Steward Partners Investment Advisor | +722 | +17.7% | 4,803 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +56 | +0.1% | 62,443 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -58,865 | -7.0% | 782,623 |
| JANE STREET GROUP, LLC | -22,085 | -72.0% | 8,604 |
| Landmark Wealth Management, LLC | -153 | -0.6% | 27,293 |