MFS Active Growth (MFSG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Allegheny Financial Group

INCREASED

Shares944,816 from 845,444

Change+99,372 (+12%)

Value$28.9M (+$3.3M)

Filed 2026-11-05

Prosperity Financial Group, Inc.

DECREASED

Shares164,855 from 172,207

Change-7,352 (-4%)

Value$5.0M (-$171.0K)

Filed 2026-10-29

Cornerstone Wealth Management, LLC

DECREASED

Shares121,705 from 133,281

Change-11,576 (-9%)

Value$3.7M (-$312.4K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares89,259 from 127,950

Change-38,691 (-30%)

Value$2.7M (-$1.1M)

Filed 2026-11-02

Econ Financial Services Corp

NEW

Shares70,396

Change+70,396

Value$2.2M

Filed 2026-10-19

Apollon Wealth Management, LLC

INCREASED

Shares57,710 from 56,959

Change+751 (+1%)

Value$1.8M (+$40.8K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares14,426 from 14,510

Change-84 (-1%)

Value$441 (-$438.6K)

Filed 2026-11-02

Dickmeyer Boyce Financial Management, Inc.

DECREASED

Shares13,969 from 15,400

Change-1,431 (-9%)

Value$427.2K (-$39.0K)

Filed 2026-10-08

BlueChip Wealth Advisors LLC

INCREASED

Shares11,500 from 10,000

Change+1,500 (+15%)

Value$351.7K (+$49.0K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares8,533 from 8,500

Change+33 (+0%)

Value$261.0K (+$3.7K)

Filed 2026-10-27

Roxbury Financial LLC

DECREASED

Shares4,959 from 4,993

Change-34 (-1%)

Value$151.7K (+$519)

Filed 2026-10-01

James T. Borello RIA

DECREASED

Shares3,038 from 11,909

Change-8,871 (-74%)

Value$92.9K (-$267.5K)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares947 from 1,430

Change-483 (-34%)

Value$29.0K (-$14.3K)

Filed 2026-10-08

Private Trust Co NA

UNCHANGED

Shares650 from 650

Change0 (0%)

Value$19.9K (+$203)

Filed 2026-10-20

Park Avenue Securities LLC

CLOSED

Shares0 from 14,366

Change-14,366 (-100%)

Value$0 (-$435.0K)

Filed 2026-10-26

Summit Wealth Group LLC / Co

CLOSED

Shares0 from 6,676

Change-6,676 (-100%)

Value$0 (-$202.1K)

Filed 2026-10-29

Private Advisor Group, LLC

N/A

Shares— from 2,207,692

Change-2,207,692 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 1,755,961

Change-1,755,961 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,077,532

Change-1,077,532 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 1,030,171

Change-1,030,171 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 269,100

Change-269,100 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 163,017

Change-163,017 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 117,426

Change-117,426 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 92,308

Change-92,308 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 71,494

Change-71,494 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 46,804

Change-46,804 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 38,173

Change-38,173 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 35,395

Change-35,395 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 29,476

Change-29,476 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 18,779

Change-18,779 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 16,438

Change-16,438 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,556

Change-15,556 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 10,802

Change-10,802 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 9,885

Change-9,885 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 5,166

Change-5,166 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 648

Change-648 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 275

Change-275 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 190

Change-190 (-100%)

Value—

IAG Wealth Partners, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 54

Change-54 (-100%)

Value—

	Status
Allegheny Financial Group	INCREASED	944,816	845,444	+99,372	+12%	$25.6M	$28.9M	+$3.3M	2026-11-05
Prosperity Financial Group, Inc.	DECREASED	164,855	172,207	-7,352	-4%	$5.2M	$5.0M	-$171.0K	2026-10-29
Cornerstone Wealth Management, LLC	DECREASED	121,705	133,281	-11,576	-9%	$4.0M	$3.7M	-$312.4K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	89,259	127,950	-38,691	-30%	$3.9M	$2.7M	-$1.1M	2026-11-02
Econ Financial Services Corp	NEW	70,396	—	+70,396	—	—	$2.2M	—	2026-10-19
Apollon Wealth Management, LLC	INCREASED	57,710	56,959	+751	+1%	$1.7M	$1.8M	+$40.8K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	14,426	14,510	-84	-1%	$439.0K	$441	-$438.6K	2026-11-02
Dickmeyer Boyce Financial Management, Inc.	DECREASED	13,969	15,400	-1,431	-9%	$466.1K	$427.2K	-$39.0K	2026-10-08
BlueChip Wealth Advisors LLC	INCREASED	11,500	10,000	+1,500	+15%	$302.7K	$351.7K	+$49.0K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	INCREASED	8,533	8,500	+33	+0%	$257.3K	$261.0K	+$3.7K	2026-10-27
Roxbury Financial LLC	DECREASED	4,959	4,993	-34	-1%	$151.1K	$151.7K	+$519	2026-10-01
James T. Borello RIA	DECREASED	3,038	11,909	-8,871	-74%	$360.5K	$92.9K	-$267.5K	2026-10-16
Farther Finance Advisors, LLC	DECREASED	947	1,430	-483	-34%	$43.3K	$29.0K	-$14.3K	2026-10-08
Private Trust Co NA	UNCHANGED	650	650	0	0%	$19.7K	$19.9K	+$203	2026-10-20
Park Avenue Securities LLC	CLOSED	0	14,366	-14,366	-100%	$435.0K	$0	-$435.0K	2026-10-26
Summit Wealth Group LLC / Co	CLOSED	0	6,676	-6,676	-100%	$202.1K	$0	-$202.1K	2026-10-29
Private Advisor Group, LLC	N/A	—	2,207,692	-2,207,692	-100%	$66.8M	—	—	—
LPL Financial LLC	N/A	—	1,755,961	-1,755,961	-100%	$53.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	1,077,532	-1,077,532	-100%	$31.5M	—	—	—
Kintra Wealth, LLC	N/A	—	1,030,171	-1,030,171	-100%	$31.8M	—	—	—
Royal Bank of Canada	N/A	—	269,100	-269,100	-100%	$8.1M	—	—	—
Raymond James Financial Inc	N/A	—	163,017	-163,017	-100%	$4.9M	—	—	—
Cetera Investment Advisers	N/A	—	117,426	-117,426	-100%	$3.6M	—	—	—
Advisory Services Network, LLC	N/A	—	92,308	-92,308	-100%	$2.8M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	71,494	-71,494	-100%	$2.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	46,804	-46,804	-100%	$1.4M	—	—	—
Jane Street Group, LLC	N/A	—	38,173	-38,173	-100%	$1.2M	—	—	—
IHT Wealth Management, LLC	N/A	—	35,395	-35,395	-100%	$1.1M	—	—	—
GWN Securities Inc.	N/A	—	29,476	-29,476	-100%	$892.2K	—	—	—
Natixis Advisors, LLC	N/A	—	18,779	-18,779	-100%	$568.0K	—	—	—
Bank of America Corp	N/A	—	16,438	-16,438	-100%	$497.5K	—	—	—
Stifel Financial Corp	N/A	—	15,556	-15,556	-100%	$470.8K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	10,802	-10,802	-100%	$327.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	9,885	-9,885	-100%	$299.2K	—	—	—
IFG Advisory, LLC	N/A	—	5,166	-5,166	-100%	$156.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,227	-1,227	-100%	$37.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	648	-648	-100%	$19.6K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	275	-275	-100%	$8.3K	—	—	—
Wells Fargo & Company	N/A	—	190	-190	-100%	$5.8K	—	—	—
IAG Wealth Partners, LLC	N/A	—	54	-54	-100%	$1.6K	—	—	—
Tidemark, LLC	N/A	—	54	-54	-100%	$1.6K	—	—	—

Showing 41 of 41 institutions