Who Owns MFSG?
MFS ACTIVE EXCHANGE TRADED F — Institutional Ownership & 13F Holdings
$29.35
+0.03 (+0.12%)
Market Cap
—
Shares Outstanding
8,800,000
Institutional Holders
8
Total Inst. Value
$24.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | McCarthy & Cox | $19.8M | 881,830 |
| 2 | Prosperity Financial Group, Inc. | $3.0M | 133,994 |
| 3 | Advisory Services Network, LLC | $1.4M | 62,061 |
| 4 | BANK OF AMERICA CORP /DE/ | $243K | 10,832 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $238K | 10,595 |
| 6 | Roxbury Financial LLC | $118K | 4,813 |
| 7 | UBS Group AG | $5K | 223 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2K | 69,343 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +39K | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold MFSG?
As of Q1 2025, 8 institutional investors report holding MFSG (MFS ACTIVE EXCHANGE TRADED F) in their 13F filings.
Which hedge fund owns the most MFSG?
The largest institutional holder of MFSG is McCarthy & Cox with $19.8M in shares.
Are institutions buying or selling MFSG?
This quarter, 7 institutions opened new positions in MFSG and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.