17 institutions reported holding $32.2M of MFS ACTIVE EXCHANGE TRADED F (MFSM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($20.9M), JONES FINANCIAL COMPANIES LLLP ($1.9M), KESTRA PRIVATE WEALTH SERVICES, LLC ($1.6M), LAUREL OAK WEALTH MANAGEMENT, LLC ($1.3M), RAYMOND JAMES FINANCIAL INC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $20.9M | 841,488 | New |
| 2 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 77,127 | Added |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 62,387 | New |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 51,936 | Hold |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.1M | 43,854 | Added |
| 6 | Platt Wealth Management LLC | $916,000 | 36,875 | Hold |
| 7 | Golden State Equity Partners | $782,933 | 31,500 | New |
| 8 | NATIXIS ADVISORS, LLC | $781,000 | 31,432 | New |
| 9 | JANE STREET GROUP, LLC | $762,778 | 30,689 | New |
| 10 | Landmark Wealth Management, LLC | $682,161 | 27,446 | Added |
| 11 | Marshall Financial Group, LLC | $382,346 | 15,383 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $380,800 | 15,321 | Added |
| 13 | Private Advisor Group, LLC | $371,459 | 14,945 | New |
| 14 | CRA Financial Services, LLC | $310,689 | 12,500 | Trimmed |
| 15 | Steward Partners Investment Advisory, LLC | $101,434 | 4,081 | Hold |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31