MFSB MFS ACTIVE EXCHANGE TRADED F
FollowCORE PLUS BD ETF (fund)
13 managers (13 13F filers) reported a position in MFSB shares at 2025-09-30, 2,316,384 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 6
- Added
- 5
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 2,316,384
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Marshall Financial Group, LLC | 798,508 | $20.1M | 3.92% | +63,117 | 13F-HRTimeline |
| Fermata Advisors, LLC | 487,260 | $12.3M | 3.12% | +130,819 | 13F-HRTimeline |
| LPL Financial LLC | 401,279 | $10.1M | <0.01% | new | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 203,210 | $5.13M | 0.01% | +112,014 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 92,112 | $2.32M | <0.01% | new | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 86,262 | $2.18M | 0.02% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 85,110 | $2.15M | <0.01% | new | 13F-HR/ATimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 62,540 | $1.58M | <0.01% | new | 13F-HRTimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 39,621 | $999K | <0.01% | +15,208 | 13F-HRTimeline |
| BROWN ADVISORY INCin group BROWN ADVISORY INC | 26,480 | $668K | <0.01% | 0 | 13F-HRTimelineGroup |
| DAVENPORT & Co LLC | 24,250 | $612K | <0.01% | +3,700 | 13F-HRTimeline |
| Private Advisor Group, LLC | 9,750 | $246K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 2 | $50 | <0.01% | -197 | 13F-HRTimelineGroup |