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Disclosery

MFSB MFS ACTIVE EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

40 managers (41 13F filers) reported a position in MFSB shares at 2026-06-30, 16,377,753 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
41
New
9
Added
21
Reduced
8
Sold out
2
Shares held by filers
16,377,753

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC6,067,350$151M0.03%+1,221,69813F-HRTimeline
WCG Wealth Advisors LLC2,067,534$51.5M1.22%+376,24913F-HRTimeline
Confluence Wealth Services, Inc.1,167,653$29.1M0.83%+44,88713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,045,743$26.2M0.01%+311,61913F-HRTimelineGroup
Marshall Financial Group, LLC1,031,497$25.7M3.75%+61,14013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC837,384$20.9M0.1%+60,84013F-HR/ATimeline
Cetera Investment Advisers512,732$12.8M0.01%+8,26113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC487,425$12.2M<0.01%+224,79413F-HRTimelineGroup
Private Advisor Group, LLC476,857$11.9M0.05%+441,91313F-HRTimeline
Fermata Advisors, LLC463,079$11.5M2.33%-11,07413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers250,863$6.25M0.01%+72,54913F-HRTimelineGroup
Jeter Robert S II233,382$5.79M5.55%+4,67913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC179,667$4.48M1.86%-1,43213F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC163,879$4.09M1.11%-47713F-HRTimeline
&PARTNERS158,085$3.94M0.02%+108,39813F-HRTimeline
Cambridge Investment Research Advisors,…140,278$3.5M0.01%-105,08913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,775$2.84M<0.01%+7,05313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO112,212$2.82M<0.01%+7,78213F-HRTimelineGroup
Integrated Wealth Concepts LLC112,792$2.81M0.01%+7,23913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,897$2.29M<0.01%+9,55413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,723$1.94M<0.01%+62,86613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,852$1.69M<0.01%-9,53713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding67,188$1.68M+28,125Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,758$1.66M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC57,661$1.44M0.02%+23,19613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,068$1.27M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,762$1.19M<0.01%-41,71013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC46,855$1.17M<0.01%+28,69513F-HRTimeline
DAVENPORT & Co LLC40,239$1M0.01%+2,83313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,785$942K0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC26,480$660K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC18,192$454K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,392$384K<0.01%new13F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC12,877$321K0.05%-7,62613F-HRTimeline
Detalus Advisors, LLC12,550$313K0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,046$201K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC7,059$176K<0.01%13F-HRTimeline
IFG Advisory, LLC2,144$53.5K<0.01%new13F-HRTimeline
Tidemark, LLC29$723<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9$224<0.01%-17513F-HRTimelineGroup