Who Owns MFS ACTIVE EXCHANGE TRADED F (MFSM)?Hedge Fund & Institutional Holders
$25.11-0.01 (-0.02%)NYSE
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$1.61200035500013e+22T
% of Float Held
—
QoQ Change in Holders
+8 / -1
Price History
MFSM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| FAS Wealth Partners, Inc. | New Position | +64K | +$1.6B |
| Marshall Financial Group, LLC | Increased | +5K | +$131.9M |
| LAUREL OAK WEALTH MANAGEMENT, LLC | New Position | +52K | +$1.3M |
| Platt Wealth Management LLC | New Position | +37K | +$923K |
| Landmark Wealth Management, LLC | New Position | +19K | +$469K |
| CRA Financial Services, LLC | New Position | +14K | +$338K |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +14K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +6K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +8K | +$0 |
| CITADEL ADVISORS LLC | Increased | +903 | +$-576.1M |
MFSM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Decreased | -1K | -$763.9M |
| JANE STREET GROUP, LLC | Closed Position | -17K | -$426.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FAS Wealth Partners, Inc. | 64,395 | $1.6B | 0.10% | Share |
| 2 | Marshall Financial Group, LLC | 14,195 | $355.0M | 0.07% | Share |
| 3 | LAUREL OAK WEALTH MANAGEMENT, LLC | 51,936 | $1.3M | 0.22% | Share |
| 4 | Platt Wealth Management LLC | 36,875 | $923K | 0.92% | Share |
| 5 | Landmark Wealth Management, LLC | 18,746 | $469K | 0.18% | Share |
| 6 | CRA Financial Services, LLC | 13,500 | $338K | 0.04% | Share |
| 7 | Steward Partners Investment Advisory, LLC | 4,081 | $0 | 0.00% | Share |
| 8 | CITADEL ADVISORS LLC | 24,103 | $0 | 0.00% | Share |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 14,008 | $0 | 0.00% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 29,762 | $0 | 0.00% | Share |
| 11 | BANK OF AMERICA CORP /DE/ | 6,039 | $0 | 0.00% | Share |
| 12 | JONES FINANCIAL COMPANIES LLLP | 8,317 | $0 | 0.00% | Share |
MFSM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $2.0B | +7 |
| Q3 2025 | 5 | $2.1B | +1 |
| Q2 2025 | 4 | $960.5M | +2 |
| Q1 2025 | 2 | $715.2M | -2 |
| Q4 2024 | 4 | $817.7M | — |
As of Q4 2025, 12 institutional investors hold MFSM (MFS ACTIVE EXCHANGE TRADED F). The largest holder is FAS Wealth Partners, Inc. with $1.6B in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own MFSM?
As of Q4 2025, 12 institutional investors report holding MFSM (MFS ACTIVE EXCHANGE TRADED F) in their 13F filings.
Who is the largest institutional holder of MFSM?
The largest institutional holder of MFSM is FAS Wealth Partners, Inc. with $1.6B in shares.
Is institutional ownership of MFSM increasing or decreasing?
This quarter, 8 institutions opened new positions in MFSM and 1 closed their positions.