MFS ACTIVE EXCHANGE TRADED F

Ticker: MFSG CUSIP: 55286W207 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
KINTRA WEALTH, LLC1,925,487$54,500
JONES FINANCIAL COMPANIES LLLP630,247$17,839
Allegheny Financial Group LTD423,955$12,000
ROYAL BANK OF CANADA199,756$5,654
Prosperity Financial Group, Inc.177,349$5,020
LPL Financial LLC175,861$4,978
Cornerstone Wealth Management, LLC157,098$4,447
Farther Finance Advisors, LLC123,420$3,493
Advisory Services Network, LLC81,203$2,298
COMMONWEALTH EQUITY SERVICES, LLC80,066$2,266
Apollon Wealth Management, LLC55,656$1,575
IHT Wealth Management, LLC45,296$1,282
IAG Wealth Partners, LLC42,182$1,194
Cetera Investment Advisers33,207$940
McCarthy & Cox28,674$812
RAYMOND JAMES FINANCIAL INC22,496$637
CITADEL ADVISORS LLC11,767$333
Private Advisor Group, LLC9,913$281
Cambridge Investment Research Advisors, Inc.9,862$0
JANE STREET GROUP, LLC9,837$278
D.A. DAVIDSON & CO.8,958$254
BANK OF AMERICA CORP /DE/8,909$252
Pinnacle Wealth Planning Services, Inc.7,098$201
Roxbury Financial LLC5,359$152
Steward Partners Investment Advisory, LLC1,227$35
OSAIC HOLDINGS, INC.321$9
Total (26 institutions)4,275,204$120,728