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MFS Active Growth (MFSG)

CUSIP: 55286W207 | NYSE | 53 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Prosperity Financial Group, Inc.164,855
1.5% of portfolio›$5.0M
Cornerstone Wealth Management, LLC121,705
0.2% of portfolio›$3.7M
Commonwealth Equity Services, LLC89,259
0.0% of portfolio›$2.7M
Econ Financial Services Corp70,396
0.9% of portfolio›$2.2M
Apollon Wealth Management, LLC57,710
0.0% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.14,426
0.0% of portfolio›$441
Dickmeyer Boyce Financial Management, Inc.13,969
0.2% of portfolio›$427.2K
BlueChip Wealth Advisors LLC11,500
0.1% of portfolio›$351.7K
Pinnacle Wealth Planning Services, Inc.8,533
0.0% of portfolio›$261.0K
Roxbury Financial LLC4,959
0.1% of portfolio›$151.7K
James T. Borello RIA3,038
0.0% of portfolio›$92.9K
Farther Finance Advisors, LLC947
0.0% of portfolio›$29.0K
Private Trust Co NA650
0.0% of portfolio›$19.9K
StyleTurnoverLocationFiled
Prosperity Financial Group, Inc.
164,855$5.0M1.5%GrowthMediumSan Ramon, CA2026-10-29
Cornerstone Wealth Management, LLC
121,705$3.7M0.2%ETFVery LowSt. Peters, MO2026-11-04
Commonwealth Equity Services, LLC
89,259$2.7M0.0%ETFLowWaltham, MA2026-11-02
Econ Financial Services Corp
70,396$2.2M0.9%YieldVery HighHarrisburg, PA2026-10-19
Apollon Wealth Management, LLC
57,710$1.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
Cambridge Investment Research Advisors, Inc.
14,426$4410.0%ETFLowFairfield, IA2026-11-02
Dickmeyer Boyce Financial Management, Inc.
13,969$427.2K0.2%CoreVery LowFort Wayne, IN2026-10-08
BlueChip Wealth Advisors LLC
11,500$351.7K0.1%ETFMediumMilton, GA2026-11-03
Pinnacle Wealth Planning Services, Inc.
8,533$261.0K0.0%GARPLowMansfield, OH2026-10-27
Roxbury Financial LLC
4,959$151.7K0.1%CoreVery LowMount Arlington, NJ2026-10-01
James T. Borello RIA
3,038$92.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Farther Finance Advisors, LLC
947$29.0K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
650$19.9K0.0%CoreLowCleveland, OH2026-10-20