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MFSI — MFS ACTIVE EXCHANGE TRADED F

Reported value held$48.08M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)4
Institutional value$48.08M · 1.48M sh
New / Add / Cut / Exit2 / 1 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +27.4% (+318.78K sh)
Institutional value change Up +39.3%

As of Q2 2026, 4 SEC-registered investment managers reported holding MFSI (MFS ACTIVE EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $48.08M across 1.48M shares. That is +27.4% by share count (+318.78K shares) versus the previous quarter, while reported value moved +39.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 1.45M $47.18M 0.00% Add
Citadel Advisors history 25.07K $814.24K 0.00% Reduce
Wells Fargo & Co history 1.75K $56.94K 0.00% New
Morgan Stanley history 798 $25.92K 0.00% New

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 1.06M $31.61M 0.00% Add
Citadel Advisors history 97.86K $2.91M 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 515.22K $15.69M 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 91.58K $2.71M 0.00% New

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 9.41K $267.69K 0.00% Reduce
Wells Fargo & Co history 373 $10.61K 0.00% New

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 69.96K $1.80M 0.00% New
Bank of America Corp history 17.97K $462.27K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Bank of America Corp 1.45M 1.06M 515.22K — 9.41K 17.97K
Citadel Advisors 25.07K 97.86K — 91.58K — 69.96K
Wells Fargo & Co 1.75K — — — 373 —
Morgan Stanley 798 — — — — —

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