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MFSB MFS ACTIVE EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

24 managers (24 13F filers) reported a position in MFSB shares at 2025-12-31, 4,355,344 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
11
Added
9
Reduced
2
Sold out
1
Shares held by filers
4,355,344

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Marshall Financial Group, LLC913,321$23M4.47%+114,81313F-HRTimeline
LPL Financial LLC728,821$18.4M0.01%+327,54213F-HRTimeline
Confluence Wealth Services, Inc.704,901$17.8M0.74%new13F-HRTimeline
Fermata Advisors, LLC467,442$11.8M2.83%-19,81813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP408,035$10.3M0.01%+345,49513F-HRTimelineGroup
Cambridge Investment Research Advisors,…300,513$7.58M0.02%+97,30313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC175,374$4.42M2.22%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers102,323$2.58M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO92,085$2.32M<0.01%+6,97513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,476$1.85M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,956$1.56M<0.01%+22,33513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,082$1.49M<0.01%-33,03013F-HRTimelineGroup
&PARTNERS49,687$1.25M0.01%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV44,822$1.13M0.3%new13F-HRTimeline
Private Advisor Group, LLC34,654$874K<0.01%+24,90413F-HRTimeline
DAVENPORT & Co LLC26,650$672K<0.01%+2,40013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,480$668K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,233$510K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,234$435K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers16,980$428K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,365$387K<0.01%new13F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC14,769$372K0.06%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.799$20.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG342$8.62K<0.01%+34013F-HRTimelineGroup