Who owns MFSB?
MFS Active Core Plus Bond ETF · MFS
41 institutions reported holding MFSB, worth $412.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MFSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $151.3M | 6,067,350 | +1,221,698 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $51.5M | 2,067,534 | +376,249 shares |
| Confluence Wealth Services, Inc. | Mcmurray, PA | $29.1M | 1,167,653 | +44,887 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $26.2M | 1,045,743 | +311,619 shares |
| Marshall Financial Group, LLC | Hunt Valley, MD | $25.7M | 1,031,497 | +61,140 shares |
| Exchange Traded Concepts, LLC | Oklahoma City, OK | $20.9M | 837,384 | +60,840 shares |
| Cetera Investment Advisers | Schaumburg, IL | $12.8M | 512,732 | +8,261 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $12.2M | 487,425 | +224,794 shares |
| Private Advisor Group, LLC | Morristown, NJ | $11.9M | 476,857 | +441,913 shares |
| Fermata Advisors, LLC | Sonoma, CA | $11.5M | 463,079 | −11,074 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MFSB?
41 institutional managers reported holding MFSB in Form 13F filings for June 30, 2026, worth $412.0M in total. The largest reported position was held by LPL Financial LLC, at $151.3M.
Did institutions buy or sell MFSB last quarter?
Reported 13F value rose 25.1% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MFSB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.