Filing Research | MFS ACTIVE EXCHANGE TRADED F Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

4 / 4 loaded

#		Instrument	quantity
1	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	70.4KSH	$1.8M
2	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	51.9KSH	$1.3M
3	Marshall Financial Group, LLC	Shares	15.4KSH	$387.5K
4	CRA Financial Services, LLC	Shares	12.5KSH	$314.9K

Manager changes2026-06-30 vs 2026-03-31

4 / 4 loaded

#		Instrument
1	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+70.4K	+$1.8M	$1.8M
2	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$17.4K	$1.3M
3	Marshall Financial Group, LLC unchanged	Shares	0	+$5.2K	$387.5K
4	CRA Financial Services, LLC unchanged	Shares	0	+$4.2K	$314.9K

Filing Research | MFS ACTIVE EXCHANGE TRADED F Institutional Holdings