MFS Active International (MFSI)

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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Old Second National Bank of Aurora

DECREASED

Shares1,360,534 from 1,373,983

Change-13,449 (-1%)

Value$44.4M (-$178.3K)

Filed 2026-10-22

Kestra Private Wealth Services, LLC

INCREASED

Shares1,258,762 from 1,187,275

Change+71,487 (+6%)

Value$41.1M (+$2.6M)

Filed 2026-10-30

Baron Wealth Management LLC

DECREASED

Shares992,457 from 993,624

Change-1,167 (0%)

Value$32.4M (+$150.7K)

Filed 2026-10-27

River Street Advisors LLC

INCREASED

Shares732,388 from 714,905

Change+17,483 (+2%)

Value$23.9M (+$707.0K)

Filed 2026-10-22

CMH Wealth Management LLC

INCREASED

Shares705,870 from 663,446

Change+42,424 (+6%)

Value$23.1M (+$1.5M)

Filed 2026-10-22

Soltis Investment Advisors LLC

INCREASED

Shares555,377 from 514,017

Change+41,360 (+8%)

Value$18.1M (+$1.4M)

Filed 2026-10-28

Commonwealth Equity Services, LLC

INCREASED

Shares400,674 from 371,486

Change+29,188 (+8%)

Value$13.1M (+$1.0M)

Filed 2026-11-02

Spectrum Wealth Advisory Group, LLC

DECREASED

Shares384,312 from 592,436

Change-208,124 (-35%)

Value$12.6M (-$6.7M)

Filed 2026-10-29

Jeter Robert S II

INCREASED

Shares264,523 from 249,803

Change+14,720 (+6%)

Value$8.6M (+$477.7K)

Filed 2026-10-16

Davenport & Co LLC

DECREASED

Shares190,612 from 198,898

Change-8,286 (-4%)

Value$6.2M (-$232.9K)

Filed 2026-10-14

Annex Advisory Services, LLC

DECREASED

Shares101,077 from 115,988

Change-14,911 (-13%)

Value$3.3M (-$465.1K)

Filed 2026-10-16

Victory Financial Group, LLC

INCREASED

Shares86,141 from 84,990

Change+1,151 (+1%)

Value$2.8M (+$53.8K)

Filed 2026-10-27

Boyum Wealth Architects LLC

DECREASED

Shares31,207 from 33,342

Change-2,135 (-6%)

Value$1.0M (-$55.9K)

Filed 2026-10-06

Fifth Third Bancorp

NEW

Shares29,191

Change+29,191

Value$953.7K

Filed 2026-11-05

Apollon Wealth Management, LLC

INCREASED

Shares24,455 from 22,293

Change+2,162 (+10%)

Value$799.0K (+$74.9K)

Filed 2026-10-23

Truist Financial Corp

INCREASED

Shares21,844 from 21,791

Change+53 (+0%)

Value$713.6K (+$5.9K)

Filed 2026-10-30

James T. Borello RIA

DECREASED

Shares17,857 from 24,490

Change-6,633 (-27%)

Value$583.4K (-$212.0K)

Filed 2026-10-16

Moneco Advisors, LLC

INCREASED

Shares16,583 from 16,578

Change+5 (+0%)

Value$541.8K (+$3.3K)

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares11,665

Change+11,665

Value$381.1K

Filed 2026-11-03

Lynx Investment Advisory

INCREASED

Shares10,771 from 10,770

Change+1 (+0%)

Value$351.9K (+$2.1K)

Filed 2026-10-27

Jm2 Capital Inc.

INCREASED

Shares9,009 from 8,709

Change+300 (+3%)

Value$294.3K (+$11.5K)

Filed 2026-10-14

Walleye Partners, LLC

UNCHANGED

Shares8,200 from 8,200

Change0 (0%)

Value$267.9K (+$1.6K)

Filed 2026-10-13

Provenance Wealth Advisors, LLC

UNCHANGED

Shares4,954 from 4,954

Change0 (0%)

Value$161.8K (+$941)

Filed 2026-10-30

William Mack & Associates, Inc.

NEW

Shares3,840

Change+3,840

Value$125.5K

Filed 2026-10-27

Spire Wealth Management

UNCHANGED

Shares1,230 from 1,230

Change0 (0%)

Value$40.2K (+$249)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares596 from 705

Change-109 (-15%)

Value$19.5K (-$3.4K)

Filed 2026-10-21

Mowery & Schoenfeld Wealth Management, LLC

NEW

Shares476

Change+476

Value$15.6K

Filed 2026-10-28

Latitude Advisors, LLC

NEW

Shares161

Change+161

Value$5.3K

Filed 2026-10-27

Private Trust Co NA

DECREASED

Shares99 from 117

Change-18 (-15%)

Value$3.2K (-$566)

Filed 2026-10-20

Citigroup Inc

NEW

Shares18

Change+18

Value$588

Filed 2026-11-04

Flaharty Asset Management, LLC

CLOSED

Shares0 from 18,224

Change-18,224 (-100%)

Value$0 (-$596.3K)

Filed 2026-11-02

Cullen T Bankers, Inc.

CLOSED

Shares0 from 1,939

Change-1,939 (-100%)

Value$0 (-$63.0K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 614

Change-614 (-100%)

Value$0 (-$19.7K)

Filed 2026-11-02

Raymond James Financial Inc

N/A

Shares— from 6,792,821

Change-6,792,821 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 3,512,368

Change-3,512,368 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,327,808

Change-2,327,808 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,452,621

Change-1,452,621 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 960,188

Change-960,188 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 764,492

Change-764,492 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 577,119

Change-577,119 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 545,016

Change-545,016 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 518,518

Change-518,518 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 493,240

Change-493,240 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 378,058

Change-378,058 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 304,141

Change-304,141 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 267,802

Change-267,802 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 254,678

Change-254,678 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 201,157

Change-201,157 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 176,024

Change-176,024 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 111,110

Change-111,110 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 96,103

Change-96,103 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 85,859

Change-85,859 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 82,503

Change-82,503 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 71,699

Change-71,699 (-100%)

Value—

Mars Jewett Financial Group, Inc.

N/A

Shares— from 67,591

Change-67,591 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 55,897

Change-55,897 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 47,310

Change-47,310 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 46,196

Change-46,196 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 45,673

Change-45,673 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 31,900

Change-31,900 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 31,015

Change-31,015 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,069

Change-25,069 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 21,079

Change-21,079 (-100%)

Value—

Level Four Advisory Services, LLC

N/A

Shares— from 20,828

Change-20,828 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 19,044

Change-19,044 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 19,044

Change-19,044 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 17,901

Change-17,901 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 17,297

Change-17,297 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 12,770

Change-12,770 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 11,725

Change-11,725 (-100%)

Value—

&partners

N/A

Shares— from 11,432

Change-11,432 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 11,109

Change-11,109 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 9,325

Change-9,325 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 6,731

Change-6,731 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5,830

Change-5,830 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,760

Change-4,760 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,202

Change-3,202 (-100%)

Value—

Morgan Dempsey Capital Management LLC

N/A

Shares— from 2,954

Change-2,954 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,753

Change-1,753 (-100%)

Value—

Fourth Dimension Wealth, LLC

N/A

Shares— from 1,288

Change-1,288 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 798

Change-798 (-100%)

Value—

Walsh & Associates, LLC

N/A

Shares— from 436

Change-436 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 280

Change-280 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 74

Change-74 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

	Status
Old Second National Bank of Aurora	DECREASED	1,360,534	1,373,983	-13,449	-1%	$44.6M	$44.4M	-$178.3K	2026-10-22
Kestra Private Wealth Services, LLC	INCREASED	1,258,762	1,187,275	+71,487	+6%	$38.6M	$41.1M	+$2.6M	2026-10-30
Baron Wealth Management LLC	DECREASED	992,457	993,624	-1,167	0%	$32.3M	$32.4M	+$150.7K	2026-10-27
River Street Advisors LLC	INCREASED	732,388	714,905	+17,483	+2%	$23.2M	$23.9M	+$707.0K	2026-10-22
CMH Wealth Management LLC	INCREASED	705,870	663,446	+42,424	+6%	$21.5M	$23.1M	+$1.5M	2026-10-22
Soltis Investment Advisors LLC	INCREASED	555,377	514,017	+41,360	+8%	$16.7M	$18.1M	+$1.4M	2026-10-28
Commonwealth Equity Services, LLC	INCREASED	400,674	371,486	+29,188	+8%	$12.1M	$13.1M	+$1.0M	2026-11-02
Spectrum Wealth Advisory Group, LLC	DECREASED	384,312	592,436	-208,124	-35%	$19.2M	$12.6M	-$6.7M	2026-10-29
Jeter Robert S II	INCREASED	264,523	249,803	+14,720	+6%	$8.2M	$8.6M	+$477.7K	2026-10-16
Davenport & Co LLC	DECREASED	190,612	198,898	-8,286	-4%	$6.5M	$6.2M	-$232.9K	2026-10-14
Annex Advisory Services, LLC	DECREASED	101,077	115,988	-14,911	-13%	$3.8M	$3.3M	-$465.1K	2026-10-16
Victory Financial Group, LLC	INCREASED	86,141	84,990	+1,151	+1%	$2.8M	$2.8M	+$53.8K	2026-10-27
Boyum Wealth Architects LLC	DECREASED	31,207	33,342	-2,135	-6%	$1.1M	$1.0M	-$55.9K	2026-10-06
Fifth Third Bancorp	NEW	29,191	—	+29,191	—	—	$953.7K	—	2026-11-05
Apollon Wealth Management, LLC	INCREASED	24,455	22,293	+2,162	+10%	$724.1K	$799.0K	+$74.9K	2026-10-23
Truist Financial Corp	INCREASED	21,844	21,791	+53	+0%	$707.8K	$713.6K	+$5.9K	2026-10-30
James T. Borello RIA	DECREASED	17,857	24,490	-6,633	-27%	$795.4K	$583.4K	-$212.0K	2026-10-16
Moneco Advisors, LLC	INCREASED	16,583	16,578	+5	+0%	$538.5K	$541.8K	+$3.3K	2026-11-05
Ascentis Independent Advisors	NEW	11,665	—	+11,665	—	—	$381.1K	—	2026-11-03
Lynx Investment Advisory	INCREASED	10,771	10,770	+1	+0%	$349.8K	$351.9K	+$2.1K	2026-10-27
Jm2 Capital Inc.	INCREASED	9,009	8,709	+300	+3%	$282.9K	$294.3K	+$11.5K	2026-10-14
Walleye Partners, LLC	UNCHANGED	8,200	8,200	0	0%	$266.3K	$267.9K	+$1.6K	2026-10-13
Provenance Wealth Advisors, LLC	UNCHANGED	4,954	4,954	0	0%	$160.9K	$161.8K	+$941	2026-10-30
William Mack & Associates, Inc.	NEW	3,840	—	+3,840	—	—	$125.5K	—	2026-10-27
Spire Wealth Management	UNCHANGED	1,230	1,230	0	0%	$40.0K	$40.2K	+$249	2026-10-30
Assetmark, Inc	DECREASED	596	705	-109	-15%	$22.9K	$19.5K	-$3.4K	2026-10-21
Mowery & Schoenfeld Wealth Management, LLC	NEW	476	—	+476	—	—	$15.6K	—	2026-10-28
Latitude Advisors, LLC	NEW	161	—	+161	—	—	$5.3K	—	2026-10-27
Private Trust Co NA	DECREASED	99	117	-18	-15%	$3.8K	$3.2K	-$566	2026-10-20
Citigroup Inc	NEW	18	—	+18	—	—	$588	—	2026-11-04
Flaharty Asset Management, LLC	CLOSED	0	18,224	-18,224	-100%	$596.3K	$0	-$596.3K	2026-11-02
Cullen T Bankers, Inc.	CLOSED	0	1,939	-1,939	-100%	$63.0K	$0	-$63.0K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	614	-614	-100%	$19.7K	$0	-$19.7K	2026-11-02
Raymond James Financial Inc	N/A	—	6,792,821	-6,792,821	-100%	$220.6M	—	—	—
LPL Financial LLC	N/A	—	3,512,368	-3,512,368	-100%	$114.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	2,327,808	-2,327,808	-100%	$74.5M	—	—	—
Bank of America Corp	N/A	—	1,452,621	-1,452,621	-100%	$47.2M	—	—	—
Capital Analysts, LLC	N/A	—	960,188	-960,188	-100%	$31.2M	—	—	—
Cetera Investment Advisers	N/A	—	764,492	-764,492	-100%	$24.8M	—	—	—
Royal Bank of Canada	N/A	—	577,119	-577,119	-100%	$18.7M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	545,016	-545,016	-100%	$17.7M	—	—	—
Stifel Financial Corp	N/A	—	518,518	-518,518	-100%	$16.8M	—	—	—
Baird Financial Group, Inc.	N/A	—	493,240	-493,240	-100%	$16.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	378,058	-378,058	-100%	$12.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	304,141	-304,141	-100%	$9.9M	—	—	—
MML Investors Services, LLC	N/A	—	267,802	-267,802	-100%	$8.7M	—	—	—
Natixis Advisors, LLC	N/A	—	254,678	-254,678	-100%	$8.3M	—	—	—
Modern Wealth Management, LLC	N/A	—	201,157	-201,157	-100%	$6.5M	—	—	—
Integrity Financial Corp	N/A	—	176,024	-176,024	-100%	$5.7M	—	—	—
Private Advisor Group, LLC	N/A	—	111,110	-111,110	-100%	$3.6M	—	—	—
Jane Street Group, LLC	N/A	—	96,103	-96,103	-100%	$3.1M	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	85,859	-85,859	-100%	$2.8M	—	—	—
Savvy Advisors, Inc.	N/A	—	82,503	-82,503	-100%	$2.7M	—	—	—
Flow Traders U.S. LLC	N/A	—	71,699	-71,699	-100%	$2.3M	—	—	—
Mars Jewett Financial Group, Inc.	N/A	—	67,591	-67,591	-100%	$2.2M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	55,897	-55,897	-100%	$1.8M	—	—	—
Benjamin Edwards Inc	N/A	—	47,310	-47,310	-100%	$1.5M	—	—	—
IFG Advisory, LLC	N/A	—	46,196	-46,196	-100%	$1.5M	—	—	—
Janney Montgomery Scott LLC	N/A	—	45,673	-45,673	-100%	$1.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	31,900	-31,900	-100%	$1.0M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	31,015	-31,015	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	25,069	-25,069	-100%	$814.2K	—	—	—
Old Mission Capital LLC	N/A	—	21,079	-21,079	-100%	$684.6K	—	—	—
Level Four Advisory Services, LLC	N/A	—	20,828	-20,828	-100%	$676.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	19,044	-19,044	-100%	$618.5K	—	—	—
Fortis Capital Advisors, LLC	N/A	—	19,044	-19,044	-100%	$618.5K	—	—	—
Cofg Advisors, LLC	N/A	—	17,901	-17,901	-100%	$581.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	17,297	-17,297	-100%	$561.8K	—	—	—
Smith, Moore & Co.	N/A	—	12,770	-12,770	-100%	$414.8K	—	—	—
Regal Investment Advisors LLC	N/A	—	11,725	-11,725	-100%	$380.8K	—	—	—
&partners	N/A	—	11,432	-11,432	-100%	$369.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	11,109	-11,109	-100%	$360.8K	—	—	—
Gotham Asset Management, LLC	N/A	—	9,325	-9,325	-100%	$302.9K	—	—	—
Advisory Services Network, LLC	N/A	—	6,731	-6,731	-100%	$218.6K	—	—	—
Ancora Advisors LLCA	N/A	—	5,830	-5,830	-100%	$189.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,760	-4,760	-100%	$154.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,202	-3,202	-100%	$104.0K	—	—	—
Morgan Dempsey Capital Management LLC	N/A	—	2,954	-2,954	-100%	$95.9K	—	—	—
Wells Fargo & Company	N/A	—	1,753	-1,753	-100%	$56.9K	—	—	—
Fourth Dimension Wealth, LLC	N/A	—	1,288	-1,288	-100%	$41.8K	—	—	—
Morgan Stanley	N/A	—	798	-798	-100%	$25.9K	—	—	—
Walsh & Associates, LLC	N/A	—	436	-436	-100%	$14.2K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	280	-280	-100%	$9.1K	—	—	—
SHP Wealth Management	N/A	—	100	-100	-100%	$3.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	98	-98	-100%	$3.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	74	-74	-100%	$2.4K	—	—	—
Tidemark, LLC	N/A	—	36	-36	-100%	$1.2K	—	—	—

Showing 87 of 87 institutions