MFS Active Core Plus BondMFSBETF
13F holders, Q3 2025 (September 30)13holders +4
6new positions
2sold out
1famous investor
$25.23avg. 13F price*
At the end of Q3 2025, 13 institutions reported holding MFS Active Core Plus Bond (MFSB) in their 13F filings, up 4 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were Marshall Financial Group, LLC ($20.1M), Fermata Advisors, LLC ($12.3M) and LPL Financial LLC ($10.1M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $18.6M |
| Exits | 2 | $938K |
All 13F filers, Q2 2025 → Q3 2025: 1,061,911 shares bought and 37,793 shares sold, net +1,024,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Marshall Financial Group, LLC | 3.92% | Add +8.6% | 798,508 | $20.1M |
| Fermata Advisors, LLC | 3.12% | Add +36.7% | 487,260 | $12.3M |
| LPL Financial LLC | 0.00% | New | 401,279 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +122.8% | 203,210 | $5.1M |
| Citadel Advisors | 0.00% | New | 92,112 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | New | 86,262 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | New | 85,110 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | New | 62,540 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +62.3% | 39,621 | $999K |
| Brown Advisory Inc. | 0.00% | No change | 26,480 | $668K |
| DAVENPORT & Co LLC | 0.00% | Add +18.0% | 24,250 | $612K |
| Private Advisor Group, LLC | 0.00% | New | 9,750 | $246K |
| UBS Group AG | 0.00% | Reduce -99.0% | 2 | $50 |
"% 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.