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MFSG MFS ACTIVE EXCHANGE TRADED F

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GROWTH ETF (fund)

9 managers (9 13F filers) reported a position in MFSG shares at 2025-03-31, 1,173,691 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
6
Added
2
Reduced
0
Sold out
1
Shares held by filers
1,173,691

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
McCarthy & Cox881,830$19.8M8.64%+866,36213F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…133,994$3.01M1.5%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,343$1.56M<0.01%+39,18713F-HRTimeline
Advisory Services Network, LLC62,061$1.4M0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,832$244K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,595$238K<0.01%new13F-HRTimelineGroup
Roxbury Financial LLC4,813$118K0.12%new13F-HRTimeline
UBS Group AGin group UBS Group AG223$5.01K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.