MFS ACTIVE EXCHANGE TRADED F (MFSB)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
41
Reporting holders
$438.6M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $151.3M | 6,067,350 | 0.03% | 4q | +25.2%+$30.5M |
| WCG Wealth Advisors LLC | $51.5M | 2,067,534 | 1.22% | 2q | +22.2%+$9.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $41.8M | 1,674,768 | 0.10% | 2q | +115.7%+$22.4M |
| Confluence Wealth Services, Inc. | $29.1M | 1,167,653 | 0.83% | 3q | +4.0%+$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $26.2M | 1,045,743 | 0.01% | 4q | +42.4%+$7.8M |
| Marshall Financial Group, LLC | $25.7M | 1,031,497 | 3.75% | 5q | +6.3%+$1.5M |
| Cetera Investment Advisers | $12.8M | 512,732 | 0.01% | 3q | +1.6%+$205.9K |
| RAYMOND JAMES FINANCIAL INC | $12.2M | 487,425 | 0.00% | 2q | +85.6%+$5.6M |
| Private Advisor Group, LLC | $11.9M | 476,857 | 0.05% | 4q | +1264.6%+$11.0M |
| Fermata Advisors, LLC | $11.5M | 463,079 | 2.33% | 5q | -2.3%-$276.1K |
| Cambridge Investment Research Advisors, Inc. | $7.0M | 280,556 | 0.01% | 5q | +14.3%+$877.2K |
| NATIXIS ADVISORS, LLC | $6.3M | 250,863 | 0.01% | 3q | +40.7%+$1.8M |
| Jeter Robert S II | $5.8M | 233,382 | 5.55% | 2q | +2.0%+$116.1K |
| Integrated Wealth Concepts LLC | $5.6M | 223,584 | 0.02% | 2q | +111.8%+$2.9M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $4.5M | 179,667 | 1.86% | 3q | -0.8%-$35.7K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M | 163,879 | 1.11% | 2q | HELD |
| &PARTNERS | $3.9M | 158,085 | 0.02% | 3q | +218.2%+$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 116,308 | 0.00% | 3q | +197.7%+$1.9M |
| OSAIC HOLDINGS, INC. | $2.8M | 113,775 | 0.00% | 3q | +6.6%+$175.8K |
| JPMORGAN CHASE & CO | $2.8M | 112,212 | 0.00% | 4q | +7.5%+$195.5K |
| CITADEL ADVISORS LLC | $2.5M | 102,136 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 91,897 | 0.00% | 6q | +11.6%+$238.2K |
| JANE STREET GROUP, LLC | $1.9M | 77,723 | 0.00% | 3q | +423.1%+$1.6M |
| TRUIST FINANCIAL CORP | $1.7M | 67,852 | 0.00% | 3q | -12.3%-$237.8K |
| STIFEL FINANCIAL CORP | $1.7M | 66,758 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $1.4M | 57,661 | 0.02% | 2q | +67.3%+$578.3K |
| GOLDMAN SACHS GROUP INC | $1.2M | 47,762 | 0.00% | 2q | -46.6%-$1.0M |
| MML INVESTORS SERVICES, LLC | $1.2M | 46,855 | 0.00% | 2q | +158.0%+$715.4K |
| DAVENPORT & Co LLC | $1.0M | 40,239 | 0.00% | 7q | +7.6%+$70.6K |
| BENJAMIN EDWARDS INC | $941.9K | 37,785 | 0.01% | new | NEW |
| BROWN ADVISORY INC | $660.1K | 26,480 | 0.00% | 6q | HELD |
| FLOW TRADERS U.S. LLC | $454.0K | 18,192 | 0.02% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $450.4K | 18,068 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $383.7K | 15,392 | 0.00% | new | NEW |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $321.0K | 12,877 | 0.05% | 3q | -37.2%-$190.1K |
| Detalus Advisors, LLC | $312.9K | 12,550 | 0.06% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $200.6K | 8,046 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $176.0K | 7,059 | 0.00% | new | NEW |
| IFG Advisory, LLC | $53.5K | 2,144 | 0.00% | new | NEW |
| Tidemark, LLC | $723 | 29 | 0.00% | 2q | HELD |
| UBS Group AG | $224 | 9 | 0.00% | 5q | -95.1%-$4.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | $438.6M | 17,584,463 | 10 | 22 | 6 | 0.0% |
| Q1 2026 | 33 | $329.3M | 13,230,444 | 11 | 16 | 3 | 0.0% |
| Q4 2025 | 24 | $109.8M | 4,355,344 | 11 | 8 | 3 | 0.0% |
| Q3 2025 | 13 | $60.6M | 2,401,494 | 6 | 5 | 1 | 0.0% |
| Q2 2025 | 9 | $32.1M | 1,292,266 | 4 | 3 | 0 | 0.0% |
| Q1 2025 | 6 | $2.1M | 86,122 | 5 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $505.3K | 20,550 | 1 | 0 | 0 | 0.0% |