Markets Screener Institutions Status About FAQ Insights API

Loading institutional data...

Request data / API access →

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.

QW Research © 2026

MFSM — Fundamentals, Valuation & Ownership | QW Research

Back to Markets

MFS ACTIVE EXCHANGE TRADED F (MFSM)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading snapshot...

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.

Loading debt & leverage...

Loading performance...

Loading peer comparison...

Loading ownership map...

Loading crowding analysis...

Loading conviction analysis...

Institutional Ownership

—

of shares outstanding · 16 funds hold it

Ownership Change

—

vs last quarter

Crowding

73ᵗʰ pctl

more crowded than 73% of tracked stocks

Institutional Value

$32.2M

total position value across all 13F filers

Loading buy/sell flow...

Loading ownership trends...

Loading top holders...

Institutional Holders

Loading top holders...

No collected fundamentals for a debt & leverage analysis.

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

Loading ownership map...

Loading crowding analysis...

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.

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

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.13%Max: 0.89%High conviction (>1%): 0

JONES FINANCIAL COMPANIES LLLP

FAS Wealth Partners,

KESTRA PRIVATE WEALTH SERVICES,

LAUREL OAK WEALTH MANAGEMENT,

RAYMOND JAMES FINANCIAL

Platt Wealth Management

Ascentis Independent Advisors

NATIXIS ADVISORS,

JANE STREET GROUP,

Ownership Map

Top 16 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 16 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

Institutional Trends (6 Quarters)

No trend data available for this metric.

Crowding AnalysisModerate

Holders16of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

48th percentile

12 buying3 selling

+6

New

-2

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 80.7%Top 10: 93.4%

LPL Financial61.7%

JONES FINANCIAL COMPANIES LLLP5.7%

FAS Wealth Partners,5.0%

KESTRA PRIVATE WEALTH SERVICES,4.6%

LAUREL OAK WEALTH MANAGEMENT,3.8%

Others (11)19.3%

Crowding AnalysisModerate

Holders16of 5,944

Avg: 68

Uncrowded73th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

48th percentile

12 buying3 selling

+6

New

-2

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 80.7%Top 10: 93.4%

LPL Financial61.7%

JONES FINANCIAL COMPANIES LLLP5.7%

FAS Wealth Partners,5.0%

KESTRA PRIVATE WEALTH SERVICES,4.6%

LAUREL OAK WEALTH MANAGEMENT,3.8%

Others (11)19.3%