Capital Analysts, LLC MFSI — MFS ACTIVE EXCHANGE TRADED F

Ownership history in Capital Analysts, LLC  ·  5 quarters on record

AI Ownership Summary

Capital Analysts, LLC reported MFS ACTIVE EXCHANGE TRADED F (MFSI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows MFSI at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Analysts, LLC's position in MFS ACTIVE EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MFSI was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MFSI stock page Capital Analysts, LLC fund profile Capital Analysts, LLC full holdings
How Capital Analysts, LLC held MFSI — position size vs. price
% of Fund (quarterly)    MFSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 864,447 +188,890 +28.0% 0.68% $26K 2026-05-14 $31.91
2025 Q4 ADDED — — — 675,557 +141,452 +26.5% 0.63% $20.6M 2026-02-11 $31.98
2025 Q3 ADDED — — — 534,105 +427,093 +399.1% 0.46% $15.8M 2025-11-14 $29.63
2025 Q2 ADDED — — — 107,012 +87,849 +458.4% 0.10% $3.0M 2025-08-13 $28.65
2025 Q1 INITIATED — — — 19,163 — — 0.02% $493K 2025-05-14 $26.93

🏢 Other funds also holding MFSI

As of 2026 Q1 — sorted by position size

Baron Wealth Management LLC 8.66% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 8.51% Jeter Robert S II 7.87% River Street Advisors LLC 3Y 7.05% Spectrum Wealth Advisory Group, LLC 3Y 7Y 4.2% CMH Wealth Management LLC 3Y 7Y 3.22% Integrity Financial Corp /WA 3Y 2.35% Greykasell Wealth Strategies, Inc. 0.92% Soltis Investment Advisors LLC 3Y 0.88% Flaharty Asset Management, LLC 3Y 7Y 0.77%

FAQ About Capital Analysts, LLC and MFSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Analysts, LLC reported owning MFSI?

Capital Analysts, LLC reported MFSI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MFSI position in Capital Analysts, LLC's portfolio?

The largest reported portfolio weight for MFSI was 0.68% in 2026 Q1.

What is the latest reported MFSI position on this page?

The most recent filing on this page is 2026 Q1, when Capital Analysts, LLC reported 864,447 shares, equal to 0.68% of portfolio, with an estimated market value of $26K.

What does the chart on this MFSI ownership page compare?

The chart compares Capital Analysts, LLC's quarterly MFSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Analysts, LLC time their MFSI position?

Based on 13F filing dates vs. subsequent MFSI price moves, Capital Analysts, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MFSI relative to SPY over the holding period was +5.0%.

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