MFS ACTIVE GROWTH (MFSG) Institutional Ownership Changes & 13F Activity

MFS ACTIVE GROWTH (MFSG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisor Group, Llc, Kintra Wealth, Llc, Jones Financial Companies Lllp, Raymond James Financial Inc, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+26,318+58.3%71,494$2.16MQ2 2026Aug 19, 2026
Kintra Wealth, LlcSell-870,261-45.8%1,030,171$31.76MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+249,856+30.2%1,077,532$31.47MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+140,385+620.3%163,017$4.93MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+18,77918,779$568.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+16,186+6.4%269,100$8.14MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-11,699-24.8%35,395$1.07MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+10,80210,802$326.95KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+5,936+56.5%16,438$497.55KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,1665,166$156.36KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+1,017+2.2%46,804$1.42MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-1,003-2.6%38,173$1.16MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+275275$8.33KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+190190$5.75KQ2 2026Aug 14, 2026
Cetera Investment AdvisersBuy+36,483+45.1%117,426$3.55MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+5,751+6.6%92,308$2.79MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+4,885+45.8%15,556$470.85KQ2 2026Aug 12, 2026
Lpl Financial LlcBuy+60,334+3.6%1,755,961$53.15MQ2 2026Aug 07, 2026
Pinnacle Wealth Planning Services, Inc.Buy+474+5.9%8,500$257.27KQ2 2026Aug 07, 2026
Iag Wealth Partners, LlcSell-1,820-97.1%54$1.62KQ2 2026Aug 06, 2026
Gwn Securities Inc.Sell-3,904-11.7%29,476$892.17KQ2 2026Aug 05, 2026
Bluechip Wealth Advisors LlcBuy+10,00010,000$302.68KQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+4,379+43.2%14,510$439.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+44,107+52.6%127,950$3.87MQ2 2026Jul 29, 2026
Summit Wealth Group Llc / CoBuy+6,6766,676$202.07KQ2 2026Jul 28, 2026
Prosperity Financial Group, Inc.Buy+2,255+1.3%172,207$5.21MQ2 2026Jul 28, 2026
Private Trust Co NaBuy+650650$19.67KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+2,170,435+5825.6%2,207,692$66.82MQ2 2026Jul 27, 2026
Dickmeyer Boyce Financial Management, Inc.Sell-1,311-7.8%15,400$466.12KQ2 2026Jul 23, 2026
Apollon Wealth Management, LlcBuy+419+0.7%56,959$1.72MQ2 2026Jul 23, 2026
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Frequently asked questions about MFSG activity

  • Which institutional owners are buying MFSG?

    Institutional owners buying MFSG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MFSG activity?

    "Buy" means an investor increased their reported position in MFSG compared to the prior reporting period. This reflects growing exposure to MFS ACTIVE GROWTH (MFSG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MFSG increasing?

    Institutional interest in MFSG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.