MFSB institutional holders

MFS ACTIVE EXCHANGE TRADED F · 13F, 2026Q2

Managers holding41
Shares held16,518,031
Reported value$412.0m
Quarter flows10 new, 22 added, 7 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC6,067,350$151.3m0.0%
WCG Wealth Advisors LLC2,067,534$51.5m1.2%
Confluence Wealth Services, Inc.1,167,653$29.1m0.8%
JONES FINANCIAL COMPANIES LLLP1,045,743$26.2m0.0%
Marshall Financial Group, LLC1,031,497$25.7m3.8%
EXCHANGE TRADED CONCEPTS, LLC837,384$20.9m0.1%
Cetera Investment Advisers512,732$12.8m0.0%
RAYMOND JAMES FINANCIAL INC487,425$12.2m0.0%
Private Advisor Group, LLC476,857$11.9m0.1%
Fermata Advisors, LLC463,079$11.5m2.3%
Cambridge Investment Research Advisors, Inc.280,556$7.0m0.0%
NATIXIS ADVISORS, LLC250,863$6.3m0.0%
Jeter Robert S II233,382$5.8m5.5%
MARSHALL INVESTMENT MANAGEMENT, LLC179,667$4.5m1.9%
FLYNN ZITO CAPITAL MANAGEMENT, LLC163,879$4.1m1.2%
&PARTNERS158,085$3.9m0.0%
OSAIC HOLDINGS, INC.113,775$2.8m0.0%
JPMORGAN CHASE & CO112,212$2.8m0.0%
Integrated Wealth Concepts LLC112,792$2.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC91,897$2.3m0.0%
JANE STREET GROUP, LLC77,723$1.9m0.0%
TRUIST FINANCIAL CORP67,852$1.7m0.0%
STIFEL FINANCIAL CORP66,758$1.7m0.0%
ENVESTNET ASSET MANAGEMENT INC58,154$1.4m0.0%
Kingsview Wealth Management, LLC57,661$1.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MFSB"). MFSB price history · All 13F data

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