MFS Active Core Plus BondMFSBETF
13F holders, Q2 2025 (June 30)9holders +3
4new positions
1sold out
$24.87avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding MFS Active Core Plus Bond (MFSB) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 1 sold out. The largest holders were Marshall Financial Group, LLC ($18.2M), Fermata Advisors, LLC ($8.9M) and Cambridge Investment Research Advisors, Inc. ($2.3M).
- Company
- MFS Active Core Plus Bond
- CUSIP
- 55286W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $29.4M |
| Exits | 1 | $25K |
All 13F filers, Q1 2025 → Q2 2025: 1,207,144 shares bought and 1,000 shares sold, net +1,206,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Marshall Financial Group, LLC | 3.58% | New | 735,391 | $18.2M |
| Fermata Advisors, LLC | 2.38% | New | 356,441 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 91,196 | $2.3M |
| Brown Advisory Inc. | 0.00% | No change | 26,480 | $661K |
| Commonwealth Equity Services, LLC | 0.00% | Add +101.4% | 24,413 | $609K |
| DAVENPORT & Co LLC | 0.00% | No change | 20,550 | $513K |
| Goldman Sachs Group Inc. | 0.00% | Add +96.2% | 19,490 | $486K |
| Jane Street Group, LLC | 0.00% | Add +12.9% | 18,106 | $452K |
| UBS Group AG | 0.00% | New | 199 | $5K |
"% 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.