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

MFS ACTIVE EXCHANGE TRADED F

BRIE
Institutions
36
Combined AUM (Q2 2026)
$325.9M
Combined Shares (Q2 2026)
10.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.7M
33 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-359,632
7 · 4 Exit · ≈
⚖️ Net
+5.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$325.9M
Institutions
36
New Buys
21
Adds
12
Reduces
3
Exits
4
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cetera Investment Advisers
0.08%0.06%#11$91.8M3.0M$56.5M2.1M+937,615+44.89%Add
LPL Financial LLC
0.02%0.01%#21$74.8M2.5M$29.6M1.1M+1.4M+125.17%Add
ADAMSBROWN WEALTH CONSULTANTS LLC
5.78%#2$30.6M1.0M$00+1.0MNew Buy
COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.02%#18$28.4M935,631$15.4M571,199+364,432+63.80%Add
Krilogy Financial LLC
0.53%0.55%#6$17.9M591,261$17.2M596,000-4,739-0.80%Reduce
Valley Financial Group, Inc.
7.21%6.91%#1$14.6M482,366$12.8M473,472+8,894+1.88%Add
IAG Wealth Partners, LLC
0.99%0.02%#4$10.0M329,667$141,2845,225+324,442+6,209.42%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%#26$7.1M238,521$00+238,521New Buy
&PARTNERS
0.03%#19$6.7M220,065$00+220,065New Buy
BYRNE FINANCIAL FREEDOM, LLC
2.54%#3$6.5M214,740$00+214,740New Buy
Rockefeller Capital Management L.P.
0.01%#24$6.3M206,156$00+206,156New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%#30$6.1M202,644$00+202,644New Buy
Private Advisor Group, LLC
0.02%#20$3.9M127,934$00+127,934New Buy
BRADLEY FOSTER & SARGENT INC/CT
0.04%#16$3.0M98,028$00+98,028New Buy
Cornell Pochily Investment Advisors, Inc.
0.71%#5$2.7M87,526$00+87,526New Buy
MGO ONE SEVEN LLC
0.04%0.05%#15$2.6M86,560$2.3M83,516+3,044+3.64%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#33$1.8M60,609$5.7M211,990-151,381-71.41%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#25$1.3M43,142$953,18735,251+7,891+22.39%Add
Concurrent Investment Advisors, LLC
0.01%#23$1.2M41,068$00+41,068New Buy
CHILDRESS CAPITAL ADVISORS, LLC
0.18%0.15%#10$1.1M35,827$810,36229,969+5,858+19.55%Add
BARNES PETTEY FINANCIAL ADVISORS, LLC
0.34%0.09%#8$1.1M35,798$203,8557,539+28,259+374.84%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$1.0M34,467$1.9M69,323-34,856-50.28%Reduce
ROYAL BANK OF CANADA
<0.01%#34$940,00031,005$00+31,005New Buy
Sowa Financial Group, Inc.
0.37%0.17%#7$791,68626,111$339,00012,523+13,588+108.50%Add
BlueChip Wealth Advisors LLC
0.24%#9$642,02621,175$00+21,175New Buy
NATIXIS ADVISORS, LLC
<0.01%#32$499,00716,458$00+16,458New Buy
UNIQUE WEALTH, LLC
0.04%0.05%#13$385,76112,723$339,81212,567+156+1.24%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#28$324,30310,696$37914+10,682+76,300.00%Add
DAVENPORT & Co LLC
<0.01%#29$310,05210,226$00+10,226New Buy
Aspen Grove Capital, LLC
0.04%#14$303,20010,000$00+10,000New Buy
Atlas Wealth LLC
0.04%#17$264,4218,721$00+8,721New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#27$256,3648,455$00+8,455New Buy
one8zero8, LLC
0.05%#12$254,6888,400$00+8,400New Buy
SMITH, MOORE & CO.
0.01%#22$212,2106,999$00+6,999New Buy
Arax Advisory Partners
<0.01%#31$165,4875,458$00+5,458New Buy
Parallel Advisors, LLC
<0.01%#36$30310$00+10New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow