MFS Active Core Plus BondMFSBETF
13F holders, Q2 2026 (June 30)41holders +8
9new positions
2sold out
1famous investor
$24.94avg. 13F price*
At the end of Q2 2026, 41 institutions reported holding MFS Active Core Plus Bond (MFSB) in their 13F filings, up 8 from Q1 2026. 9 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($151.3M), WCG Wealth Advisors LLC ($51.5M) and Confluence Wealth Services, Inc. ($29.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Active Core Plus Bond
- CUSIP
- 55286W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.5M |
| Exits | 2 | $222K |
All 13F filers, Q1 2026 → Q2 2026: 3,324,305 shares bought and 186,055 shares sold, net +3,138,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.03% | Add +25.2% | 6,067,350 | $151.3M |
| WCG Wealth Advisors LLC | 1.22% | Add +22.3% | 2,067,534 | $51.5M |
| Confluence Wealth Services, Inc. | 0.83% | Add +4.0% | 1,167,653 | $29.1M |
| Jones Financial Companies LLLP | 0.01% | Add +42.5% | 1,045,743 | $26.2M |
| Marshall Financial Group, LLC | 3.75% | Add +6.3% | 1,031,497 | $25.7M |
| Exchange Traded Concepts, LLC | 0.10% | Add +7.8% | 837,384 | $20.9M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 512,732 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Add +85.6% | 487,425 | $12.2M |
| Private Advisor Group, LLC | 0.05% | Add +1264.6% | 476,857 | $11.9M |
| Fermata Advisors, LLC | 2.33% | Reduce -2.3% | 463,079 | $11.5M |
| Natixis Advisors, LLC | 0.01% | Add +40.7% | 250,863 | $6.3M |
| Jeter Robert S II | 5.55% | Add +2.0% | 233,382 | $5.8M |
| Marshall Investment Management, LLC | 1.86% | Reduce -0.8% | 179,667 | $4.5M |
| Flynn Zito Capital Management, LLC | 1.11% | Reduce -0.3% | 163,879 | $4.1M |
| &partners | 0.02% | Add +218.2% | 158,085 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -42.8% | 140,278 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 113,775 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 112,212 | $2.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.0% | 110,792 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 91,897 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +423.1% | 77,723 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -12.3% | 67,852 | $1.7M |
| Stifel Financial Corp. | 0.00% | New | 66,758 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.9% | 58,154 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +67.3% | 57,661 | $1.4M |
| Citadel Advisors | 0.00% | New | 51,068 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.6% | 47,762 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +158.0% | 46,855 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +7.6% | 40,239 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | New | 37,785 | $942K |
| Brown Advisory Inc. | 0.00% | No change | 26,480 | $660K |
| Flow Traders U.S. LLC | 0.02% | New | 18,192 | $454K |
| Equitable Holdings, Inc. | 0.00% | New | 15,392 | $384K |
| Laurel Oak Wealth Management, LLC | 0.05% | Reduce -37.2% | 12,877 | $321K |
| Detalus Advisors, LLC | 0.06% | New | 12,550 | $313K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,034 | $225K |
| Susquehanna International Group, LLP | 0.00% | New | 8,046 | $201K |
| Global Retirement Partners, LLC | 0.00% | — | 7,059 | $176K |
| IFG Advisory, LLC | 0.00% | New | 2,144 | $53K |
| Tidemark, LLC | 0.00% | No change | 29 | $723 |
| UBS Group AG | 0.00% | Reduce -95.1% | 9 | $224 |
"% of holder's portfolio" is MFSB's weight in each manager's 13F, not the share of MFS Active Core Plus Bond the manager owns.