Who owns MFSI?
MFS Active International ETF · MFS
80 institutions reported holding MFSI, worth $906.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MFSI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $220.6M | 6,792,821 | +2,226,515 shares |
| LPL Financial LLC | Fort Mill, SC | $114.1M | 3,512,368 | −209,906 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $74.5M | 2,327,808 | +550,792 shares |
| Bank of America Corp. | Charlotte, NC | $47.2M | 1,452,621 | +389,021 shares |
| Old Second National Bank of Aurora | Aurora, IL | $44.6M | 1,373,983 | −11,305 shares |
| Kestra Private Wealth Services, LLC | Austin, TX | $38.6M | 1,187,275 | +137,732 shares |
| Baron Wealth Management LLC | Troy, MI | $32.3M | 993,624 | +19,178 shares |
| Capital Analysts, LLC | Fort Washington, PA | $31.2M | 960,188 | +95,741 shares |
| Cetera Investment Advisers | Schaumburg, IL | $24.8M | 764,492 | +76,127 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $24.7M | 760,037 | +240,300 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MFSI?
80 institutional managers reported holding MFSI in Form 13F filings for June 30, 2026, worth $906.7M in total. The largest reported position was held by Raymond James Financial Inc., at $220.6M.
Did institutions buy or sell MFSI last quarter?
Reported 13F value rose 25.6% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MFSI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.