Who Owns MFS ACTIVE EXCHANGE TRADED F (MFSG)?Hedge Fund & Institutional Holders

$26.10-0.26 (-0.99%)NYSE

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$5.449917000119995e+61T

% of Float Held

QoQ Change in Holders

+14 / -4

Price History

$20.16$22.46$24.76$27.07$29.37Dec 24Jul 25Mar 26

MFSG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
KINTRA WEALTH, LLCNew Position+1.9M+$54.5M
JONES FINANCIAL COMPANIES LLLPNew Position+630K+$17.0M
Allegheny Financial GroupNew Position+424K+$12.0M
Cornerstone Wealth Management, LLCNew Position+157K+$4.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+80K+$2.0M
Apollon Wealth Management, LLCNew Position+56K+$1.6M
IHT Wealth Management, LLCNew Position+45K+$1.0M
D.A. DAVIDSON & CO.New Position+9K+$253K
Private Advisor Group, LLCNew Position+10K+$0
JANE STREET GROUP, LLCNew Position+10K+$0
OSAIC HOLDINGS, INC.New Position+321+$0
Pinnacle Wealth Planning Services, Inc.New Position+7K+$0
BANK OF AMERICA CORP /DE/New Position+9K+$0
RAYMOND JAMES FINANCIAL INCNew Position+22K+$0
Cambridge Investment Research Advisors, Inc.Increased+2K+$-211K

MFSG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
McCarthy & CoxClosed Position-2.0M-$56.0B
MORGAN STANLEYClosed Position-16K-$444.2M
JPMORGAN CHASE & COClosed Position-665-$18.7M
FLOW TRADERS U.S. LLCClosed Position-12K-$347K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1KINTRA WEALTH, LLC1,925,487$54.5M7.60%Share
2JONES FINANCIAL COMPANIES LLLP630,247$17.0M0.01%Share
3Allegheny Financial Group423,955$12.0M1.78%Share
4Prosperity Financial Group, Inc.177,349$5.0M1.81%Share
5ROYAL BANK OF CANADA199,756$5.0M0.00%Share
6Cornerstone Wealth Management, LLC157,098$4.4M0.23%Share
7LPL Financial LLC175,861$4.0M0.00%Share
8Farther Finance Advisors, LLC123,420$3.5M0.04%Share
9Advisory Services Network, LLC81,203$2.0M0.03%Share
10COMMONWEALTH EQUITY SERVICES, LLC80,066$2.0M0.00%Share
11Apollon Wealth Management, LLC55,656$1.6M0.03%Share
12IAG Wealth Partners, LLC42,182$1.2M0.14%Share
13IHT Wealth Management, LLC45,296$1.0M0.02%Share
14D.A. DAVIDSON & CO.8,958$253K0.00%Share
15Roxbury Financial LLC5,359$151K0.14%Share
16Cambridge Investment Research Advisors, Inc.9,862$00.00%Share
17CITADEL ADVISORS LLC11,767$00.00%Share
18Cetera Investment Advisers33,207$00.00%Share
19OSAIC HOLDINGS, INC.321$00.00%Share
20JANE STREET GROUP, LLC9,837$00.00%Share
21Steward Partners Investment Advisory, LLC1,227$00.00%Share
22RAYMOND JAMES FINANCIAL INC22,496$00.00%Share
23Private Advisor Group, LLC9,913$00.00%Share
24BANK OF AMERICA CORP /DE/8,909$00.00%Share
25Pinnacle Wealth Planning Services, Inc.7,098$00.00%Share

MFSG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$113.6M+10
Q3 202515$68.1B+2
Q2 202513$59.6B+5
Q1 20258$24.8B+5
Q4 20243$218.8M

As of Q4 2025, 25 institutional investors hold MFSG (MFS ACTIVE EXCHANGE TRADED F). The largest holder is KINTRA WEALTH, LLC with $54.5M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own MFSG?

As of Q4 2025, 25 institutional investors report holding MFSG (MFS ACTIVE EXCHANGE TRADED F) in their 13F filings.

Who is the largest institutional holder of MFSG?

The largest institutional holder of MFSG is KINTRA WEALTH, LLC with $54.5M in shares.

Is institutional ownership of MFSG increasing or decreasing?

This quarter, 14 institutions opened new positions in MFSG and 4 closed their positions.