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MFS Active Growth ETF (MFSG) Institutional Ownership

$29.61 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS Active Growth ETF (NYSEARCA:MFSG)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$80.79M
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
5/19/2026Bank of America Corp DE10,502$269K0.0%+17.9%0.105%
5/18/2026Royal Bank of Canada252,914$6.47M0.0%+26.6%2.529%
5/14/2026Dickmeyer Boyce Financial Management Inc.16,711$428K0.3%N/A0.167%
5/13/2026Cetera Investment Advisers80,943$2.07M0.0%+143.8%0.809%
5/5/2026D.A. Davidson & CO.68,188$1.75M0.0%+661.2%0.682%
4/30/2026IAG Wealth Partners LLC1,874$48K0.0%-95.6%0.019%
4/29/2026Richmond Investment Services LLC10,505$269K0.0%N/A0.106%
4/27/2026Private Advisor Group LLC37,257$953K0.0%+275.8%0.380%
4/23/2026Apollon Wealth Management LLC56,540$1.45M0.0%+1.6%0.583%
4/16/2026Allegheny 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%
2/12/2026Commonwealth Equity Services LLC80,066$2.27M0.0%+22.7%1.195%
2/11/2026LPL Financial LLC175,861$4.98M0.0%+104.0%2.625%
2/10/2026IAG Wealth Partners LLC42,182$1.19M0.1%+676.5%0.630%
2/5/2026Cornerstone Wealth Management LLC157,098$4.45M0.2%-3.0%2.345%
2/2/2026Allegheny 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%
1/23/2026Farther 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%
11/12/2025IAG Wealth Partners LLC5,432$153K0.0%N/A0.102%
11/6/2025Allegheny Financial Group132,054$3.72M0.7%+79.5%2.492%
11/4/2025Jones Financial Companies Lllp358,841$10.00M0.0%+265.4%6.771%
11/4/2025Cornerstone Wealth Management LLC161,966$4.56M0.3%N/A3.056%
10/17/2025Apollon 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%
7/25/2025Apollon Wealth Management LLC20,150$534K0.0%N/A0.420%
7/15/2025McCarthy & Cox1,811,966$48.04M12.6%+105.5%39.391%
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7/11/2025Farther 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, 24 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 ($6.47M), 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.

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 2,963,739 shares in the last 24 months. This purchase volume represents approximately $80.79M in transactions.

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).

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 7/5/2026 by MarketBeat.com Staff.
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