20 institutions reported holding $46.4M of MFS ACTIVE EXCHANGE TRADED F (MFSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($19.7M), JONES FINANCIAL COMPANIES LLLP ($6.5M), RAYMOND JAMES FINANCIAL INC ($6.4M), NATIXIS ADVISORS, LLC ($2.6M), FAS Wealth Partners, Inc. ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $19.7M | 782,623 | Trimmed |
| 2 | JONES FINANCIAL COMPANIES LLLP | $6.5M | 258,876 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.4M | 255,309 | Added |
| 4 | NATIXIS ADVISORS, LLC | $2.6M | 104,209 | Added |
| 5 | FAS Wealth Partners, Inc. | $1.8M | 71,791 | Added |
| 6 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.8M | 70,443 | New |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 62,443 | Added |
| 8 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 51,936 | Hold |
| 9 | Platt Wealth Management LLC | $1.0M | 40,475 | Added |
| 10 | Landmark Wealth Management, LLC | $687,519 | 27,293 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $578,287 | 22,957 | New |
| 12 | Private Advisor Group, LLC | $500,960 | 19,887 | Added |
| 13 | Aspen Grove Capital, LLC | $404,216 | 16,000 | New |
| 14 | Marshall Financial Group, LLC | $387,498 | 15,383 | Hold |
| 15 | Kingsview Wealth Management, LLC | $370,343 | 14,702 | New |
| 16 | CRA Financial Services, LLC | $314,875 | 12,500 | Hold |
| 17 | JANE STREET GROUP, LLC | $216,735 | 8,604 | Trimmed |
| 18 | Steward Partners Investment Advisory, LLC | $120,988 | 4,803 | Added |
| 19 | Golden State Equity Partners | $0 | 0 | Exited |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30