MFS ACTIVE EXCHANGE TRADED F VALUE ETF

MFS ACTIVE EXCHANGE TRADED F VALUE ETF is a security (CUSIP 55286W504) tracked across SEC portfolio filings. 43 institutional managers reported $332.9M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 43 managers by value.

ManagerLocationValueShares
LPL Financial LLCFORT MILL, SC$122.1M4,568,658
Paul R. Ried Financial Group, LLCBELLEVUE, WA$32.5M1,138,859
SFG Wealth Management, LLC.TOWSON, MD$31.4M1,099,524
Arkadios Wealth AdvisorsATLANTA, GA$22.9M855,977
JONES FINANCIAL COMPANIES LLLPDES PERES, MO$22.3M848,727
Private Advisor Group, LLCMORRISTOWN, NJ$16.8M588,632
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$14.4M539,156
Apollon Wealth Management, LLCMOUNT PLEASANT, SC$10.2M357,907
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$9.7M340,588
&PARTNERSNASHVILLE, TN$9.1M340,322
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$7.7M287,371
COMMONWEALTH EQUITY SERVICES, LLCWALTHAM, MA$6.1M212,316
Savvy Advisors, Inc.NEW YORK, NY$3.5M122,050
Cetera Investment AdvisersSCHAUMBURG, IL$3.4M127,891
BlueChip Wealth Advisors LLCMilton, GA$2.6M91,486

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