# MFS ACTIVE EXCHANGE TRADED F (MFSB)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MFSB/

- Reporting holders: 41
- Reported value: $438.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $151.3M | 6,067,350 | 0.0% | 4 |
| [WCG Wealth Advisors LLC](https://holderbook.com/funds/1855713-wcg-wealth-advisors-llc/) | $51.5M | 2,067,534 | 1.2% | 2 |
| [EXCHANGE TRADED CONCEPTS, LLC](https://holderbook.com/funds/1457320-exchange-traded-concepts-llc/) | $41.8M | 1,674,768 | 0.1% | 2 |
| [Confluence Wealth Services, Inc.](https://holderbook.com/funds/1910411-confluence-wealth-services-inc/) | $29.1M | 1,167,653 | 0.8% | 3 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $26.2M | 1,045,743 | 0.0% | 4 |
| [Marshall Financial Group, LLC](https://holderbook.com/funds/1841496-marshall-financial-group-llc/) | $25.7M | 1,031,497 | 3.8% | 5 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $12.8M | 512,732 | 0.0% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $12.2M | 487,425 | 0.0% | 2 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $11.9M | 476,857 | 0.1% | 4 |
| [Fermata Advisors, LLC](https://holderbook.com/funds/1859259-fermata-advisors-llc/) | $11.5M | 463,079 | 2.3% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $7.0M | 280,556 | 0.0% | 5 |
| [NATIXIS ADVISORS, LLC](https://holderbook.com/funds/1018331-natixis-advisors-llc/) | $6.3M | 250,863 | 0.0% | 3 |
| [Jeter Robert S II](https://holderbook.com/funds/2093023-jeter-robert-s-ii/) | $5.8M | 233,382 | 5.5% | 2 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $5.6M | 223,584 | 0.0% | 2 |
| [MARSHALL INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/2022427-marshall-investment-management-llc/) | $4.5M | 179,667 | 1.9% | 3 |
| [FLYNN ZITO CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1857144-flynn-zito-capital-management-llc/) | $4.1M | 163,879 | 1.1% | 2 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $3.9M | 158,085 | 0.0% | 3 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $2.9M | 116,308 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $2.8M | 113,775 | 0.0% | 3 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $2.8M | 112,212 | 0.0% | 4 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.5M | 102,136 | 0.0% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $2.3M | 91,897 | 0.0% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.9M | 77,723 | 0.0% | 3 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $1.7M | 67,852 | 0.0% | 3 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $1.7M | 66,758 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 41 | $438.6M |
| Q1 2026 | 33 | $329.3M |
| Q4 2025 | 24 | $109.8M |
| Q3 2025 | 13 | $60.6M |
| Q2 2025 | 9 | $32.1M |
| Q1 2025 | 6 | $2.1M |
| Q4 2024 | 1 | $505.3K |