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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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MFSG — Fundamentals, Valuation & Ownership | QW Research

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MFS ACTIVE EXCHANGE TRADED F (MFSG)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 32 funds hold it

Ownership Change

—

vs last quarter

Crowding

79ᵗʰ pctl

more crowded than 79% of tracked stocks

Institutional Value

$163.3M

total position value across all 13F filers

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

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Institutional Trends (6 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.25x

58th percentile

26 buying8 selling

+8

New

-2

Closed

+2.2M

Net shares

Ownership Concentration

Top 5: 83.1%Top 10: 93.0%

KINTRA WEALTH,29.6%

LPL Financial26.4%

JONES FINANCIAL COMPANIES LLLP12.9%

Allegheny Financial Group10.2%

ROYAL BANK OF CANADA3.9%

Others (27)16.9%

Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.25x

58th percentile

26 buying8 selling

+8

New

-2

Closed

+2.2M

Net shares

Ownership Concentration

Top 5: 83.1%Top 10: 93.0%

KINTRA WEALTH,29.6%

LPL Financial26.4%

JONES FINANCIAL COMPANIES LLLP12.9%

Allegheny Financial Group10.2%

ROYAL BANK OF CANADA3.9%

Others (27)16.9%

Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.76%Max: 3.44%High conviction (>1%): 3

JONES FINANCIAL COMPANIES LLLP

Allegheny Financial Group

ROYAL BANK OF CANADA

Prosperity Financial Group,

Cornerstone Wealth Management,

Farther Finance Advisors,

Advisory Services Network,

COMMONWEALTH EQUITY SERVICES,

Ownership Map

Top 33 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 33 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)