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MFSB MFS ACTIVE EXCHANGE TRADED F

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CORE PLUS BD ETF (fund)

33 managers (33 13F filers) reported a position in MFSB shares at 2026-03-31, 13,230,444 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
33
New
11
Added
16
Reduced
3
Sold out
2
Shares held by filers
13,230,444

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC4,845,652$121M0.03%+4,116,83113F-HRTimeline
WCG Wealth Advisors LLC1,691,285$42.1M1.18%new13F-HRTimeline
Confluence Wealth Services, Inc.1,122,766$27.9M1.08%+417,86513F-HRTimeline
Marshall Financial Group, LLC970,357$24.2M3.87%+57,03613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC776,544$19.3M0.15%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP734,124$18.2M0.01%+326,08913F-HRTimelineGroup
Cetera Investment Advisers504,471$12.6M0.01%+487,49113F-HRTimeline
Fermata Advisors, LLC474,153$11.8M2.66%+6,71113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC262,631$6.54M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…245,367$6.11M0.02%-55,14613F-HRTimeline
Jeter Robert S II228,703$5.73M5.7%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC181,099$4.51M2.16%+5,72513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers178,314$4.44M0.01%+75,99113F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC164,356$4.09M1.31%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,722$2.66M<0.01%+105,92313F-HRTimelineGroup
Integrated Wealth Concepts LLC105,553$2.63M0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO104,430$2.6M<0.01%+12,34513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC89,472$2.23M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC82,343$2.05M<0.01%+20,38713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP77,389$1.93M<0.01%+3,91313F-HRTimelineGroup
&PARTNERS49,687$1.24M0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,063$972K<0.01%+23,69813F-HRTimelineGroup
DAVENPORT & Co LLC37,406$931K0.01%+10,75613F-HRTimeline
Private Advisor Group, LLC34,944$870K<0.01%+29013F-HRTimeline
Kingsview Wealth Management, LLC34,465$858K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,480$659K<0.01%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC20,503$510K0.09%+5,73413F-HRTimeline
MML INVESTORS SERVICES, LLC18,160$452K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,857$370K<0.01%-5,37613F-HRTimelineGroup
Richmond Investment Services, LLC8,081$201K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.854$21.3K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG184$4.58K<0.01%-15813F-HRTimelineGroup
Tidemark, LLC29$722<0.01%new13F-HRTimeline