17 institutions reported holding $109.8M of MFS ACTIVE EXCHANGE TRADED F (MFSG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Private Advisor Group, LLC ($66.8M), Allegheny Financial Group ($25.6M), Prosperity Financial Group, Inc. ($5.2M), Cornerstone Wealth Management, LLC ($4.0M), COMMONWEALTH EQUITY SERVICES, LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | $66.8M | 2.2M | Added |
| 2 | Allegheny Financial Group | $25.6M | 845,444 | Added |
| 3 | Prosperity Financial Group, Inc. | $5.2M | 172,207 | Added |
| 4 | Cornerstone Wealth Management, LLC | $4.0M | 133,281 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 127,950 | Added |
| 6 | Apollon Wealth Management, LLC | $1.7M | 56,959 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $878,000 | 29,020 | Added |
| 8 | Dickmeyer Boyce Financial Management, Inc. | $466,115 | 15,400 | Trimmed |
| 9 | PARK AVENUE SECURITIES LLC | $435,000 | 14,366 | New |
| 10 | BlueChip Wealth Advisors LLC | $302,677 | 10,000 | New |
| 11 | SUMMIT WEALTH GROUP LLC / CO | $202,067 | 6,676 | New |
| 12 | Roxbury Financial LLC | $151,135 | 4,993 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $43,283 | 1,430 | Trimmed |
| 14 | PRIVATE TRUST CO NA | $19,674 | 650 | New |
| 15 | D.A. DAVIDSON & CO. | $0 | 0 | Exited |
| 16 | Richmond Investment Services, LLC | $0 | 0 | Exited |
| 17 | Cedrus Wealth Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30