Who owns MFSM?
MFS Active Intermediate Muni Bond ETF · MFS
18 institutions reported holding MFSM, worth $46.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MFSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $19.7M | 782,623 | −58,865 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $6.5M | 258,876 | +181,749 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.4M | 255,309 | +211,455 shares |
| Natixis Advisors, LLC | Boston, MA | $2.6M | 104,209 | +72,777 shares |
| FAS Wealth Partners, Inc. | Leawood, KS | $1.8M | 71,791 | New position |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Concord, MA | $1.8M | 70,443 | New position |
| Kestra Private Wealth Services, LLC | Austin, TX | $1.6M | 62,443 | +56 shares |
| Laurel Oak Wealth Management, LLC | Marlton, NJ | $1.3M | 51,936 | No change |
| Platt Wealth Management LLC | San Diego, CA | $1.0M | 40,475 | +3,600 shares |
| Landmark Wealth Management, LLC | Melville, NY | $688K | 27,293 | −153 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 MFSM?
18 institutional managers reported holding MFSM in Form 13F filings for June 30, 2026, worth $46.4M in total. The largest reported position was held by LPL Financial LLC, at $19.7M.
Did institutions buy or sell MFSM last quarter?
Reported 13F value rose 43.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 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 MFSM 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.