13FBOX
MFS ACTIVE · 13F Institutional Holdings
Options Calculator Rankings
M

MFS ACTIVE

MFSI
Institutions
80
Combined AUM (Q2 2026)
$910.6M
Combined Shares (Q2 2026)
28.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.3M
54 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.6M
21 · 4 Exit · ≈
⚖️ Net
+3.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$910.6M
Institutions
80
New Buys
17
Adds
37
Reduces
17
Exits
4
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
RAYMOND JAMES FINANCIAL INC
0.06%0.04%#25$220.6M6.8M$135.7M4.6M+2.2M+48.76%Add
LPL Financial LLC
0.03%0.03%#34$114.1M3.5M$110.6M3.7M-209,906-5.64%Reduce
JONES FINANCIAL COMPANIES LLLP
0.03%0.02%#31$74.5M2.3M$51.1M1.8M+550,792+31.00%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#53$47.2M1.5M$31.6M1.1M+389,021+36.58%Add
OLD SECOND NATIONAL BANK OF AURORA
8.41%8.51%#1$44.6M1.4M$41.2M1.4M-11,305-0.82%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.42%0.38%#14$38.6M1.2M$31.2M1.0M+137,732+13.12%Add
Baron Wealth Management LLC
8.37%8.66%#2$32.3M993,624$29.0M974,446+19,178+1.97%Add
Capital Analysts, LLC
0.72%0.59%#11$31.2M960,188$20.6M675,557+284,631+42.13%Add
Cetera Investment Advisers
0.02%0.02%#35$24.8M764,492$20.5M688,365+76,127+11.06%Add
Integrated Wealth Concepts LLC
0.12%0.12%#18$24.7M760,037$15.4M519,737+240,300+46.23%Add
River Street Advisors LLC
6.84%7.05%#4$23.2M714,905$20.9M701,739+13,166+1.88%Add
CMH Wealth Management LLC
3.29%3.22%#6$21.5M663,446$18.8M631,190+32,256+5.11%Add
Spectrum Wealth Advisory Group, LLC
5.48%4.2%#5$19.2M592,436$11.3M379,635+212,801+56.05%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#55$18.7M577,119$24.8M835,557-258,438-30.93%Reduce
STIFEL FINANCIAL CORP
0.01%0.01%#44$16.8M518,518$11.7M392,301+126,217+32.17%Add
Soltis Investment Advisors LLC
0.93%0.88%#9$16.7M514,017$14.0M471,473+42,544+9.02%Add
Baird Financial Group, Inc.
0.02%0.02%#36$16.0M493,240$12.8M431,711+61,529+14.25%Add
NewEdge Advisors, LLC
0.04%0.04%#28$12.3M378,058$9.7M326,875+51,183+15.66%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#43$12.1M371,486$8.3M277,637+93,849+33.80%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#59$9.9M304,141$7.6M256,248+47,893+18.69%Add
MML INVESTORS SERVICES, LLC
0.02%0.02%#40$8.7M267,802$6.0M203,363+64,439+31.69%Add
NATIXIS ADVISORS, LLC
0.01%0.01%#49$8.3M254,678$5.3M178,420+76,258+42.74%Add
Jeter Robert S II
7.72%7.87%#3$8.2M249,803$7.9M247,357+2,446+0.99%Add
Modern Wealth Management, LLC
0.08%#22$6.5M201,157$00+201,157New Buy
DAVENPORT & Co LLC
0.03%0.04%#30$6.5M198,898$6.6M221,313-22,415-10.13%Reduce
Flaharty Asset Management, LLC
0.79%0.77%#10$6.2M209,354$6.2M209,35400.00%Unchanged
Integrity Financial Corp /WA
2.73%2.35%#7$5.7M176,024$4.7M159,115+16,909+10.63%Add
Annex Advisory Services, LLC
0.06%0.33%#24$3.8M115,988$17.5M587,778-471,790-80.27%Reduce
Private Advisor Group, LLC
0.02%0.01%#41$3.6M111,110$2.1M69,865+41,245+59.04%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#70$3.1M96,103$5.6M188,148-92,045-48.92%Reduce
Greykasell Wealth Strategies, Inc.
1.01%0.92%#8$2.8M85,859$2.3M76,767+9,092+11.84%Add
VICTORY FINANCIAL GROUP, LLC
0.29%0.31%#16$2.8M84,990$2.6M85,805-815-0.95%Reduce
Savvy Advisors, Inc.
0.06%#26$2.7M82,503$00+82,503New Buy
FLOW TRADERS U.S. LLC
0.1%0.01%#21$2.3M71,699$271,0009,107+62,592+687.30%Add
MARS JEWETT FINANCIAL GROUP, INC.
0.44%0.76%#12$2.2M67,591$2.4M80,927-13,336-16.48%Reduce
BENJAMIN EDWARDS INC
0.01%0.02%#45$1.5M47,310$1.8M59,167-11,857-20.04%Reduce
Kingsview Wealth Management, LLC
0.03%0.02%#33$1.5M50,282$1.5M50,28200.00%Unchanged
Janney Montgomery Scott LLC
<0.01%<0.01%#54$1.5M45,673$1.3M44,465+1,208+2.72%Add
BOYUM WEALTH ARCHITECTS LLC
0.43%0.38%#13$1.1M33,342$907,04328,979+4,363+15.06%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#74$1.0M31,900$5.6M189,151-157,251-83.14%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#51$1.0M31,015$994,74033,470-2,455-7.33%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#73$814,24125,069$2.9M97,864-72,795-74.38%Reduce
Apollon Wealth Management, LLC
0.01%0.01%#50$724,07722,293$424,78814,293+8,000+55.97%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#64$707,77221,791$634,40321,346+445+2.08%Add
OLD MISSION CAPITAL LLC
0.01%#48$684,64521,079$00+21,079New Buy
LEVEL FOUR ADVISORY SERVICES, LLC
0.02%0.03%#39$676,49320,828$772,42325,990-5,162-19.86%Reduce
Belpointe Asset Management LLC
0.02%0.02%#37$618,54919,044$559,86518,838+206+1.09%Add
Fortis Capital Advisors, LLC
0.07%0.07%#23$618,54919,044$559,86518,838+206+1.09%Add
COFG Advisors, LLC
0.1%#20$581,42517,901$00+17,901New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#56$561,80717,297$546,67018,394-1,097-5.96%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow