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MFS Active Growth ETF (MFSG) Institutional Ownership

$30.32 +0.42 (+1.40%)
As of 09/3/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for MFS Active Growth ETF (NYSE:MFSG)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$54.59M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$83.04M
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MFSG Institutional Buying and Selling by Quarter

MFS Active Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Kintra Wealth LLC1,030,171$31.76M1.7%-45.8%8.375%
5/19/2026 Bank of America Corp DE10,502$269K0.0%+17.9%0.105%
5/18/2026 Royal Bank of Canada252,914$6.47M0.0%+26.6%2.529%
5/14/2026 Dickmeyer Boyce Financial Management Inc.16,711$428K0.3%N/A0.167%
5/13/2026 Cetera Investment Advisers80,943$2.07M0.0%+143.8%0.809%
5/5/2026 D.A. Davidson & CO.68,188$1.75M0.0%+661.2%0.682%
4/30/2026 IAG Wealth Partners LLC1,874$48K0.0%-95.6%0.019%
4/29/2026 Richmond Investment Services LLC10,505$269K0.0%N/A0.106%
4/27/2026 Private Advisor Group LLC37,257$953K0.0%+275.8%0.380%
4/23/2026 Apollon Wealth Management LLC56,540$1.45M0.0%+1.6%0.583%
4/16/2026 Allegheny Financial Group653,413$16.72M2.3%+54.1%6.878%
2/18/2026 IHT Wealth Management LLC45,296$1.28M0.0%N/A0.676%
2/17/2026 Cetera Investment Advisers33,207$940K0.0%+147.3%0.496%
2/17/2026 Advisory Services Network LLC81,203$2.30M0.0%+11.4%1.212%
2/17/2026 Royal Bank of Canada199,756$5.65M0.0%+148.4%2.981%
2/12/2026 Jane Street Group LLC9,837$278K0.0%N/A0.147%
2/12/2026 Commonwealth Equity Services LLC80,066$2.27M0.0%+22.7%1.195%
2/11/2026 LPL Financial LLC175,861$4.98M0.0%+104.0%2.625%
2/10/2026 IAG Wealth Partners LLC42,182$1.19M0.1%+676.5%0.630%
2/5/2026 Cornerstone Wealth Management LLC157,098$4.45M0.2%-3.0%2.345%
2/2/2026 Allegheny Financial Group423,955$12M1.8%+221.0%6.328%
1/29/2026 D.A. Davidson & CO.8,958$254K0.0%N/A0.134%
1/26/2026 Prosperity Financial Group Inc.177,349$5.02M1.8%+31.2%2.687%
1/23/2026 Farther Finance Advisors LLC123,420$3.49M0.0%+5,266.1%1.870%
1/23/2026McCarthy & Cox28,674$812K9.8%-98.6%0.434%
11/18/2025 Advisory Services Network LLC72,923$2.05M0.0%-1.3%1.376%
11/17/2025 Flow Traders U.S. LLC12,339$347K0.0%N/A0.233%
11/17/2025 Citadel Advisors LLC8,884$250K0.0%N/A0.168%
11/12/2025 IAG Wealth Partners LLC5,432$153K0.0%N/A0.102%
11/6/2025 Allegheny Financial Group132,054$3.72M0.7%+79.5%2.492%
11/4/2025 Jones Financial Companies Lllp358,841$10.00M0.0%+265.4%6.771%
11/4/2025 Cornerstone Wealth Management LLC161,966$4.56M0.3%N/A3.056%
10/17/2025 Apollon Wealth Management LLC55,656$1.57M0.0%+176.2%1.050%
10/14/2025McCarthy & Cox1,989,784$56.01M12.8%+9.8%37.543%
8/19/2025 Advisory Services Network LLC73,848$2.04M0.0%+19.0%1.477%
8/15/2025 Bank of America Corp DE1,995$53K0.0%-81.6%0.040%
8/14/2025 Jane Street Group LLC20,700$549K0.0%N/A0.414%
8/12/2025 Steward Partners Investment Advisory LLC1,227$33K0.0%N/A0.025%
7/30/2025 Prosperity Financial Group Inc.135,344$3.59M1.5%+1.0%2.762%
7/25/2025 Apollon Wealth Management LLC20,150$534K0.0%N/A0.420%
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7/15/2025McCarthy & Cox1,811,966$48.04M12.6%+105.5%39.391%
7/11/2025 Farther Finance Advisors LLC2,300$61K0.0%N/A0.052%
7/7/2025 Roxbury Financial LLC5,358$142K0.1%+11.3%0.122%
4/14/2025McCarthy & Cox881,830$19.83M8.6%+5,601.0%33.530%
4/9/2025Roxbury Financial LLC4,813$118K0.1%N/A0.183%
2/14/2025Jane Street Group LLC8,814$218K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC30,156$746K0.0%N/A0.000%


MFSG Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of MFS Active Growth ETF. The most heavily invested institutionals were Kintra Wealth LLC ($31.76M), Allegheny Financial Group ($16.72M), Jones Financial Companies Lllp ($10.00M), Royal Bank of Canada ($6.47M), Prosperity Financial Group Inc. ($5.02M), LPL Financial LLC ($4.98M), and Cornerstone Wealth Management LLC ($4.45M).Learn more on MFS Active Growth ETF's institutional investors.

Of the 24 institutional investors that purchased MFS Active Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: McCarthy & Cox ($1.97M), Allegheny Financial Group ($579.84K), Jones Financial Companies Lllp ($260.63K), Royal Bank of Canada ($172.49K), Cornerstone Wealth Management LLC ($161.97K), Farther Finance Advisors LLC ($123.42K), and LPL Financial LLC ($89.64K).

Institutional investors have bought a total of 1,975,544 shares in the last 24 months. This purchase volume represents approximately $54.59M in transactions.

The following institutional investors have sold MFS Active Growth ETF stock in the last 24 months: McCarthy & Cox ($1.96M), Kintra Wealth LLC ($870.26K), IAG Wealth Partners LLC ($40.31K), Cornerstone Wealth Management LLC ($4.87K), and Advisory Services Network LLC ($925.00).

Institutional investors have sold a total of 2,877,472 shares in the last 24 months. This volume of shares sold represents approximately $83.04M in transactions.


Related Companies

Institutional ownership data for NYSE:MFSG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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