MFSI β€” MFS ACTIVE EXCHANGE TRADED F

Ownership history in CITADEL ADVISORS LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in MFS ACTIVE EXCHANGE TRADED F (MFSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    MFSI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 91,579 +21,622 +30.9% 0.00% $2.7M $29.31
2025 Q1 INITIATED 69,957 β€” β€” 0.00% $1.8M $25.51

🏒 Other funds also holding MFSI

As of 2025 Q4 β€” sorted by position size

Baron Wealth Management LLC 9.18% River Street Advisors LLC 3Y 7.34% Spectrum Wealth Advisory Group, LLC 3Y 3.58% Integrity Financial Corp /WA 3Y 2.4% Annex Advisory Services, LLC 3Y 7Y 1.75% CMH Wealth Management LLC 3Y 7Y 0.94% Soltis Investment Advisors LLC 3Y 0.84% Flaharty Asset Management, LLC 3Y 7Y 0.78% MARS JEWETT FINANCIAL GROUP, INC. 0.75% Capital Analysts, LLC 3Y 7Y 0.63%
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