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MFS Active International ETF (MFSI) Institutional Ownership

$33.01 -0.23 (-0.70%)
Closing price 03:59 PM Eastern
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$32.98 -0.03 (-0.08%)
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Institutional Ownership Changes (13F Filings) for MFS Active International ETF (NYSE:MFSI)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$188.71M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$50.20M
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Skip Chart & View Institutional Buying and Selling Data

MFSI Institutional Buying and Selling by Quarter

MFS Active International ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026Global Retirement Partners LLC3,554$116K0.0%-25.3%0.009%
11/9/2026 IFG Advisory LLC50,013$1.63M0.1%+8.3%0.129%
11/6/2026 Fifth Third Bancorp29,191$954K0.0%N/A0.075%
11/2/2026 Commonwealth Equity Services LLC400,674$13.09M0.0%N/A1.030%
10/31/2026 Kestra Private Wealth Services LLC1,258,762$41.12M0.4%+6.0%3.236%
10/30/2026 Spectrum Wealth Advisory Group LLC384,312$12.56M3.5%-35.1%0.988%
10/28/2026 Soltis Investment Advisors LLC555,377$18.14M0.8%+8.0%1.446%
10/27/2026 William Mack & Associates Inc.3,840$125K0.0%N/A0.010%
10/27/2026 Victory Financial Group LLC86,141$2.81M0.3%+1.4%0.224%
10/24/2026 Apollon Wealth Management LLC24,455$799K0.0%+9.7%0.064%
10/22/2026 River Street Advisors LLC732,388$23.93M7.3%+2.4%1.907%
10/22/2026 OLD Second National Bank of Aurora1,360,534$44.45M8.9%-1.0%3.543%
10/22/2026 CMH Wealth Management LLC705,870$23.06M3.4%+6.4%1.838%
10/16/2026 James T. Borello RIA17,857$583K0.1%-27.1%0.047%
10/16/2026 Annex Advisory Services LLC101,077$3.30M0.1%-12.9%0.265%
10/6/2026 Boyum Wealth Architects LLC31,207$1.02M0.4%-6.4%0.084%
9/23/2026Envestnet Asset Management Inc.304,141$9.88M0.0%+18.7%0.818%
9/9/2026Capital Analysts LLC960,188$31.19M0.7%+11.1%2.705%
9/9/2026Integrated Wealth Concepts LLC545,016$17.70M0.1%+4.9%1.535%
9/9/2026NewEdge Advisors LLC378,058$12.28M0.0%+15.7%1.065%
9/9/2026Baird Financial Group Inc.493,240$16.02M0.0%+14.3%1.389%
9/2/2026Citadel Advisors LLC25,069$814K0.0%-74.4%0.071%
8/22/2026 Jeter Robert S II249,803$8.15M7.7%+1.0%0.704%
8/21/2026Integrity Financial Corp WA176,024$5.72M2.7%+10.6%0.496%
8/20/2026 CMH Wealth Management LLC663,446$21.55M3.3%+5.1%1.869%
7/10/2026 Annex Advisory Services LLC115,988$3.77M0.1%-80.3%0.333%
7/9/2026 Flaharty Asset Management LLC18,224$596K0.9%-91.3%0.052%
7/7/2026 Baron Wealth Management LLC993,624$32.27M8.4%+2.0%2.863%
6/3/2026NewEdge Advisors LLC326,875$9.72M0.0%+4.4%1.018%
5/19/2026Bank of America Corp DE1,063,600$31.61M0.0%+106.4%3.313%
5/18/2026Royal Bank of Canada835,557$24.83M0.0%+110.8%2.603%
5/13/2026Cetera Investment Advisers688,365$20.46M0.0%+12.0%2.144%
5/5/2026Sanctuary Advisors LLC18,394$547K0.0%+17.4%0.057%
4/30/2026 Kestra Advisory Services LLC41,439$1.23M0.0%+36.8%0.130%
4/27/2026 Baer Investment Advisory LLC85,805$2.55M0.3%N/A0.270%
4/27/2026Private Advisor Group LLC69,865$2.08M0.0%+29.7%0.220%
4/23/2026 Apollon Wealth Management LLC14,293$425K0.0%N/A0.045%
4/22/2026Janney Montgomery Scott LLC44,465$1.32M0.0%N/A0.141%
4/22/2026 River Street Advisors LLC701,739$20.86M7.0%+9.1%2.228%
4/21/2026 OLD Second National Bank of Aurora1,385,288$41.17M8.5%+0.9%4.398%
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4/20/2026 Kestra Private Wealth Services LLC1,049,543$31.19M0.4%+4.4%3.332%
4/20/2026 Provenance Wealth Advisors LLC4,954$147K0.0%N/A0.016%
4/16/2026 Baron Wealth Management LLC974,446$28.96M8.7%-0.4%3.133%
2/18/2026NewEdge Advisors LLC313,086$9.53M0.0%+11.8%1.262%
2/18/2026OLD Mission Capital LLC18,534$564K0.0%-6.3%0.075%
2/18/2026Gotham Asset Management LLC9,422$287K0.0%N/A0.038%
2/17/2026Cetera Investment Advisers614,485$18.71M0.0%+30.2%2.478%
2/17/2026Mars Jewett Financial Group Inc.79,234$2.53M0.8%N/A0.319%
2/17/2026&PARTNERS9,539$290K0.0%+18.2%0.038%
2/17/2026Royal Bank of Canada396,444$12.07M0.0%+13.3%1.599%
2/16/2026Mariner LLC171,499$5.22M0.0%+25.9%0.692%
2/16/2026Integrity Financial Corp WA155,935$4.75M2.4%+1.6%0.629%
2/13/2026 Kestra Advisory Services LLC30,291$922K0.0%+50.9%0.122%
2/13/2026Stifel Financial Corp277,840$8.46M0.0%+42.2%1.120%
2/13/2026Integrated Wealth Concepts LLC22,867$696K0.0%-93.4%0.092%
2/12/2026Jane Street Group LLC75,593$2.30M0.0%-76.4%0.305%
2/12/2026 Commonwealth Equity Services LLC262,482$7.99M0.0%+65.7%1.058%
2/12/2026Steward Partners Investment Advisory LLC31,079$946K0.0%-2.5%0.125%
2/11/2026Capital Analysts LLC675,557$20.57M0.6%+26.5%2.724%
2/11/2026 LPL Financial LLC1,386,772$42.23M0.0%+49.2%5.592%
2/11/2026 Greykasell Wealth Strategies Inc.75,908$2.31M0.9%+1.0%0.306%
2/11/2026 Spectrum Wealth Advisory Group LLC319,738$9.74M3.6%N/A1.289%
2/10/2026Natixis Advisors LLC76,297$2.32M0.0%+120.7%0.308%
2/9/2026Kingsview Wealth Management LLC6,712$204K0.0%N/A0.027%
2/6/2026 Flaharty Asset Management LLC205,262$6.25M0.8%N/A0.828%
2/5/2026 Soltis Investment Advisors LLC427,146$13.01M0.8%+5.4%1.722%
2/4/2026 Moneco Advisors LLC15,003$457K0.0%+24.1%0.061%
2/2/2026 Truist Financial Corp31,375$955K0.0%+8.7%0.127%
2/2/2026Benjamin Edwards Inc.28,981$882K0.0%+8.7%0.117%
1/29/2026 D.A. Davidson & CO.22,811$695K0.0%-6.4%0.092%
1/29/2026 Kestra Private Wealth Services LLC1,005,457$30.62M0.4%+5.1%4.071%
1/29/2026Sanctuary Advisors LLC15,669$477K0.0%-34.9%0.063%
1/28/2026 Walleye Partners LLC8,200$250K0.3%N/A0.033%
1/27/2026 OLD Second National Bank of Aurora1,372,537$41.79M8.4%+2.1%5.557%
1/26/2026 River Street Advisors LLC643,358$19.59M7.3%+3.9%2.605%
1/26/2026 Boyum Wealth Architects LLC30,481$950K0.4%+51.0%0.123%
1/26/2026Northwest Capital Management Inc2,427$74K0.3%N/A0.010%
1/26/2026CWM LLC2,427$74K0.0%N/A0.010%
1/26/2026 Annex Advisory Services LLC3,001,089$91.38M1.7%+7.6%12.150%
1/23/2026 JM2 Capital Inc.7,051$215K0.2%N/A0.029%
1/23/2026Smith Moore & CO.20,906$637K0.0%-18.7%0.085%
1/15/2026 Victory Financial Group LLC85,286$2.60M0.3%N/A0.347%
1/14/2026 Baron Wealth Management LLC978,004$29.78M9.2%+2.2%4.162%
1/12/2026 DAVENPORT & Co LLC193,369$5.89M0.0%+5.1%0.823%
11/17/2025 Kestra Private Wealth Services LLC956,217$28.25M0.4%-1.0%5.312%
11/17/2025NewEdge Advisors LLC279,923$8.27M0.0%N/A1.555%
11/17/2025Mariner LLC136,207$4.02M0.0%N/A0.757%
11/17/2025Morgan Dempsey Capital Management LLC2,954$87K0.0%+54.2%0.016%
11/17/2025Integrated Wealth Concepts LLC347,203$10.26M0.1%+9.0%1.929%
11/17/2025Citadel Advisors LLC91,579$2.71M0.0%N/A0.509%
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11/14/2025Raymond James Financial Inc.1,745,894$51.57M0.0%+157.2%9.699%
11/13/2025Private Advisor Group LLC28,329$837K0.0%N/A0.157%
11/13/2025Natixis Advisors LLC34,565$1.02M0.0%N/A0.192%
11/12/2025Smith Moore & CO.25,706$759K0.1%-1.7%0.143%
11/6/2025 Lynx Investment Advisory7,000$207K0.1%N/A0.039%
11/6/2025Integrity Financial Corp WA153,493$4.53M2.2%+17.5%0.853%
11/5/2025 MONECO Advisors LLC12,089$357K0.0%N/A0.067%
11/5/2025Envestnet Asset Management Inc.35,661$1.05M0.0%N/A0.198%
11/4/2025 Greykasell Wealth Strategies Inc.75,122$2.22M0.9%+343.9%0.417%
11/4/2025Jones Financial Companies Lllp520,085$15.19M0.0%+190.9%2.889%


MFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 institutional investors and hedge funds held shares of MFS Active International ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($51.57M), OLD Second National Bank of Aurora ($44.45M), LPL Financial LLC ($42.23M), Kestra Private Wealth Services LLC ($41.12M), Baron Wealth Management LLC ($32.27M), Bank of America Corp DE ($31.61M), and Capital Analysts LLC ($31.19M).Learn more on MFS Active International ETF's institutional investors.

Of the 60 institutional investors that purchased MFS Active International ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($3.00M), Raymond James Financial Inc. ($1.75M), River Street Advisors LLC ($719.22K), Bank of America Corp DE ($548.38K), Baron Wealth Management LLC ($529.09K), Commonwealth Equity Services LLC ($504.79K), and Royal Bank of Canada ($485.73K).

Institutional investors have bought a total of 6,211,913 shares in the last 24 months. This purchase volume represents approximately $188.71M in transactions.

Of the 17 institutional investors that sold MFS Active International ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($486.70K), Integrated Wealth Concepts LLC ($324.34K), Jane Street Group LLC ($244.93K), Spectrum Wealth Advisory Group LLC ($208.12K), Flaharty Asset Management LLC ($191.13K), Citadel Advisors LLC ($72.80K), and OLD Second National Bank of Aurora ($13.45K).

Institutional investors have sold a total of 1,581,904 shares in the last 24 months. This volume of shares sold represents approximately $50.20M in transactions.


Related Companies

Institutional ownership data for NYSE:MFSI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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