Who owns MFSG?
MFS Active Growth ETF · MFS
40 institutions reported holding MFSG, worth $255.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MFSG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | $66.8M | 2,207,692 | +2,170,435 shares |
| LPL Financial LLC | Fort Mill, SC | $53.1M | 1,755,961 | +60,334 shares |
| Kintra Wealth, LLC | Williamsport, PA | $31.8M | 1,030,171 | −870,261 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $31.5M | 1,077,532 | +249,856 shares |
| Allegheny Financial Group | Pittsburgh, PA | $25.6M | 845,444 | +192,031 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.1M | 269,100 | +16,186 shares |
| Prosperity Financial Group, Inc. | San Ramon, CA | $5.2M | 172,207 | +2,255 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.9M | 163,017 | +140,385 shares |
| Cornerstone Wealth Management, LLC | St. Peters, MO | $4.0M | 133,281 | −20,599 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.9M | 127,950 | +44,107 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MFSG?
40 institutional managers reported holding MFSG in Form 13F filings for June 30, 2026, worth $255.0M in total. The largest reported position was held by Private Advisor Group, LLC, at $66.8M.
Did institutions buy or sell MFSG last quarter?
Reported 13F value rose 52.2% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MFSG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.