MFS ACTIVE GROWTH MFSG
$29.61
-1.1% 52w: $24.61 – $30.75
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.6127.6830.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+6 QoQ
13F value
$167.5M
+36.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MFSG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| KINTRA WEALTH, LLC | Wealth advisor | 1.9M | $48.6M | 3.4% | -1.3% |
| LPL Financial LLC | Bank broker | 1.7M | $43.4M | 0.0% | +864.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 827.7K | $20.5M | 0.0% | +31.3% |
| Allegheny Financial Group | Wealth advisor | 653.4K | $16.7M | 2.3% | +54.1% |
| ROYAL BANK OF CANADA | Bank broker | 252.9K | $6.5M | 0.0% | +26.6% |
| Prosperity Financial Group, Inc. | Wealth advisor | 170.0K | $4.3M | 1.6% | -4.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 153.9K | $3.9M | 0.2% | -2.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 140.6K | $3.6M | 0.0% | +14.0% |
| Advisory Services Network, LLC | Diversified mechanical | 86.6K | $2.2M | 0.0% | +6.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 83.8K | $2.1M | 0.0% | +4.7% |
| Cetera Investment Advisers | Wealth advisor | 80.9K | $2.1M | 0.0% | +143.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 68.2K | $1.7M | 0.0% | +661.2% |
| Apollon Wealth Management, LLC | Diversified mechanical | 56.5K | $1.4M | 0.0% | +1.6% |
| Cedrus Wealth Group LLC | Other | 52.3K | $1.3M | 1.5% | -9.9% |
| IHT Wealth Management, LLC | Wealth advisor | 47.1K | $1.2M | 0.0% | +4.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 45.8K | $1.2M | 0.0% | New |
| Kingsview Wealth Management, LLC | Wealth advisor | 45.2K | $1.2M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 39.2K | $1.0M | 0.0% | +298.3% |
| Private Advisor Group, LLC | Wealth advisor | 37.3K | $953K | 0.0% | +275.8% |
| GWN SECURITIES INC. | Wealth advisor | 33.4K | $854K | 0.2% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 22.6K | $579K | 0.0% | +0.6% |
| Dickmeyer Boyce Financial Management, Inc. | Other | 16.7K | $428K | 0.3% | — |
| STIFEL FINANCIAL CORP | Diversified mechanical | 10.7K | $273K | 0.0% | New |
| Richmond Investment Services, LLC | Wealth advisor | 10.5K | $269K | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.5K | $269K | 0.0% | +17.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.1K | $259K | 0.0% | +2.7% |
| Pinnacle Wealth Planning Services, Inc. | Other | 8.0K | $205K | 0.0% | +13.1% |
| Roxbury Financial LLC | Other | 5.1K | $131K | 0.1% | -4.5% |
| IAG Wealth Partners, LLC | Wealth advisor | 1.9K | $48K | 0.0% | -95.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.2K | $31K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 907 | $23K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 648 | $17K | 0.0% | +101.9% |
| Tidemark, LLC | Wealth advisor | 54 | $1K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.