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MFS Active Growth ETF (MFSG) Institutional Ownership

$29.26 +0.12 (+0.41%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$76.22M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$56.93M
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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
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%
2/18/2026IHT Wealth Management LLC45,296$1.28M0.0%N/A0.676%
2/17/2026Cetera Investment Advisers33,207$940K0.0%+147.3%0.496%
2/17/2026Advisory Services Network LLC81,203$2.30M0.0%+11.4%1.212%
2/17/2026Royal Bank of Canada199,756$5.65M0.0%+148.4%2.981%
2/12/2026Jane Street Group LLC9,837$278K0.0%N/A0.147%
2/12/2026 Commonwealth Equity Services LLC80,066$2.27M0.0%+22.7%1.195%
2/11/2026LPL 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%
1/29/2026D.A. Davidson & CO.8,958$254K0.0%N/A0.134%
1/26/2026Prosperity 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%
11/18/2025Advisory Services Network LLC72,923$2.05M0.0%-1.3%1.376%
11/17/2025Flow Traders U.S. LLC12,339$347K0.0%N/A0.233%
11/17/2025Citadel 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%
11/4/2025Jones 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%
8/19/2025Advisory Services Network LLC73,848$2.04M0.0%+19.0%1.477%
8/15/2025Bank of America Corp DE1,995$53K0.0%-81.6%0.040%
8/14/2025Jane Street Group LLC20,700$549K0.0%N/A0.414%
8/12/2025Steward Partners Investment Advisory LLC1,227$33K0.0%N/A0.025%
7/30/2025Prosperity 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%
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

Who are the largest shareholders of MFSG shares?

During the previous two years, 23 institutional investors and hedge funds held shares of MFS Active Growth ETF. The most heavily invested institutionals were Allegheny Financial Group ($16.72M), Jones Financial Companies Lllp ($10.00M), Royal Bank of Canada ($5.65M), Prosperity Financial Group Inc. ($5.02M), LPL Financial LLC ($4.98M), Cornerstone Wealth Management LLC ($4.45M), and Farther Finance Advisors LLC ($3.49M).Learn more on MFS Active Growth ETF's institutional investors.

Which institutional investors have been buying MFS Active Growth ETF's stock?

Of the 22 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), Cornerstone Wealth Management LLC ($161.97K), Farther Finance Advisors LLC ($123.42K), Royal Bank of Canada ($119.34K), and LPL Financial LLC ($89.64K).

How much institutional buying is happening at MFS Active Growth ETF?

Institutional investors have bought a total of 2,785,311 shares in the last 24 months. This purchase volume represents approximately $76.22M in transactions.

Which of MFS Active Growth ETF's major shareholders have been selling company stock?

The following institutional investors have sold MFS Active Growth ETF stock in the last 24 months: McCarthy & Cox ($1.96M), IAG Wealth Partners LLC ($40.31K), Bank of America Corp DE ($8.84K), Cornerstone Wealth Management LLC ($4.87K), and Advisory Services Network LLC ($925.00).

How much institutional selling is happening at MFS Active Growth ETF?

Institutional investors have sold a total of 2,016,048 shares in the last 24 months. This volume of shares sold represents approximately $56.93M in transactions.


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This page (NYSEARCA:MFSG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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