LPL Financial
MFSG

LPL Financial’s MFS Active Growth ETF MFSG Stock Holding History

LPL Financial’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.4M Buy
1,695,627
+1,519,766
+864% +$41.5M 0.01% 984
2025
Q4 		$4.98M Buy
175,861
+89,644
+104% +$2.53M ﹤0.01% 2540
2025
Q3 		$2.43M Buy
+86,217
New +$2.36M ﹤0.01% 3148

Other funds holding MFSG

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial's MFSG Position: Q1 2026 in Review

LPL Financial increased its MFS Active Growth ETF (MFSG) stake by 864% in Q1 2026, buying an estimated $41.5M and bringing the position to 1,695,627 shares worth $43.4M. The position accounts for 0.01% of the portfolio, ranked #984.

LPL Financial first reported a position in MFSG in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • LPL Financial held 1,695,627 shares of MFS Active Growth ETF worth $43.4M as of Q1 2026.
  • LPL Financial bought 1,519,766 MFS Active Growth ETF shares in Q1 2026, an estimated $41.5M.
  • MFS Active Growth ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #984 holding.
  • LPL Financial first reported a position in MFS Active Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.