MFSM — MFS ACTIVE EXCHANGE TRADED F

Ownership history in CITADEL ADVISORS LLC  ·  4 quarters on record

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

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,103 +903 +3.9% 0.00% $604K $24.91
2025 Q3 ADDED 23,200 +1,568 +7.2% 0.00% $576K $24.47
2025 Q2 ADDED 21,632 +12,289 +131.5% 0.00% $529K $23.86
2024 Q4 INITIATED 9,343 — — 0.00% $230K $23.67
% of Fund (quarterly)    MFSM price (monthly, adj. close)

Other funds also holding MFSM

As of 2025 Q4 — sorted by position size

Platt Wealth Management LLC 0.92% LAUREL OAK WEALTH MANAGEMENT, LLC 0.22% Landmark Wealth Management, LLC 3Y 0.18% FAS Wealth Partners, Inc. 3Y 7Y 0.1% Marshall Financial Group, LLC 3Y 0.07% CRA Financial Services, LLC 3Y 7Y 0.04% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% JONES FINANCIAL COMPANIES LLLP 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0%
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