MFS ACTIVE EXCHANGE TRADED F (MFSB)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
38
Reporting holders
$419.1M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| Jeter Robert S II | $5.8M | 233,382 | 5.55% | 2q | +2.0%+$116.1K |
| 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 |
| 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 |
| Integrated Wealth Concepts LLC | $2.8M | 112,792 | 0.01% | 2q | +6.9%+$180.5K |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 58,154 | 0.00% | 3q | +48.9%+$475.9K |
| Kingsview Wealth Management, LLC | $1.4M | 57,661 | 0.02% | 2q | +67.3%+$578.3K |
| CITADEL ADVISORS LLC | $1.3M | 51,068 | 0.00% | new | NEW |
| 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 |
| 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 |
| Envestnet Portfolio Solutions, Inc. | $225.2K | 9,034 | 0.00% | 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 |
| Cambridge Investment Research Advisors, Inc. | $7.0K | 280,556 | 0.01% | 5q | +14.3% |
| NATIXIS ADVISORS, LLC | $6.3K | 250,863 | 0.01% | 3q | +40.7%+$1.8K |
| Tidemark, LLC | $723 | 29 | 0.00% | 2q | HELD |
| FLOW TRADERS U.S. LLC | $454 | 18,192 | 0.02% | new | NEW |
| 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 | 38 | $419.1M | 16,805,804 | 9 | 20 | 6 | 0.0% |
| Q1 2026 | 31 | $318.7M | 12,806,763 | 11 | 15 | 2 | 0.0% |
| Q4 2025 | 21 | $98.5M | 3,907,686 | 9 | 7 | 3 | 0.0% |
| Q3 2025 | 11 | $54.5M | 2,158,663 | 6 | 3 | 1 | 0.0% |
| Q2 2025 | 7 | $29.3M | 1,176,657 | 3 | 2 | 0 | 0.0% |
| Q1 2025 | 5 | $1.8M | 73,999 | 4 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $505.3K | 20,550 | 1 | 0 | 0 | 0.0% |