Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / INTERMEDITE MUNI
-
Total 13F shares
-
285,957
-
Share change
-
+16,610
-
Total reported value
-
$7,159,987
-
Price per share
-
$25.04
-
Number of holders
-
12
-
Value change
-
+$419,511
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of MFS ACTIVE EXCHANGE TRADED F - INTERMEDITE MUNI (MFSM) as of Q4 2025
As of 31 Dec 2025,
MFS ACTIVE EXCHANGE TRADED F - INTERMEDITE MUNI (MFSM) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
285,957 shares.
The largest 10 holders included
FAS Wealth Partners, Inc., LAUREL OAK WEALTH MANAGEMENT, LLC, Platt Wealth Management LLC, RAYMOND JAMES FINANCIAL INC, CITADEL ADVISORS LLC, Landmark Wealth Management, LLC, Marshall Financial Group, LLC, COMMONWEALTH EQUITY SERVICES, LLC, CRA Financial Services, LLC, and JONES FINANCIAL COMPANIES LLLP.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.