Funds holding MFS SERIES TRUST XVII
ISIN US5529668064 · United States · LEI DMEBH0UWWHA1KO5Z5N87
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 17M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MFS Managed Wealth Fund MFS SERIES TRUST X | 276,587 | 11.8M $ | 31.24 % | as of Feb 28, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 127,808 | 5.2M $ | 5.02 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| MFS Managed Wealth Fund MFS SERIES TRUST X | 31.24 % | as of Feb 28, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 5.02 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 404,395 | +0.7 % |
| 2026Q1 | 2 | 0 | 401,635 | -1.0 % |
| 2025Q4 | 2 | 0 | 405,642 | +0.7 % |
| 2025Q3 | 2 | 0 | 402,985 | -1.1 % |
| 2025Q2 | 2 | 0 | 407,386 | -4.0 % |
| 2025Q1 | 2 | 0 | 424,232 | -9.0 % |
| 2024Q4 | 2 | 0 | 465,962 | -5.3 % |
| 2024Q3 | 2 | 0 | 492,131 | -8.6 % |
| 2024Q2 | 2 | 0 | 538,694 | -10.5 % |
| 2024Q1 | 2 | 0 | 601,771 | -8.0 % |
| 2023Q4 | 2 | 654,072 |
Institutional managers
1 manager declares this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Arvest Bank Trust Division | 618,520 | 24.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding MFS SERIES TRUST XVII". https://titelia.com/en/stocks/mfs-series-trust-xvii-US5529668064