MFS Active Core Plus BondMFSBETF
13F holders, Q4 2025 (December 31)24holders +11
11new positions
1sold out
1famous investor
$25.21avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding MFS Active Core Plus Bond (MFSB) in their 13F filings, up 11 from Q3 2025. 11 opened new positions and 1 sold out. The largest holders were Marshall Financial Group, LLC ($23.0M), LPL Financial LLC ($18.4M) and Confluence Wealth Services, Inc. ($17.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $30.8M |
| Exits | 1 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,163,301 shares bought and 139,110 shares sold, net +2,024,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Marshall Financial Group, LLC | 4.47% | Add +14.4% | 913,321 | $23.0M |
| LPL Financial LLC | 0.01% | Add +81.6% | 728,821 | $18.4M |
| Confluence Wealth Services, Inc. | 0.74% | New | 704,901 | $17.8M |
| Fermata Advisors, LLC | 2.83% | Reduce -4.1% | 467,442 | $11.8M |
| Jones Financial Companies LLLP | 0.01% | Add +552.4% | 408,035 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +47.9% | 300,513 | $7.6M |
| Marshall Investment Management, LLC | 2.22% | New | 175,374 | $4.4M |
| Natixis Advisors, LLC | 0.00% | New | 102,323 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 92,085 | $2.3M |
| Truist Financial Corp. | 0.00% | New | 73,476 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +56.4% | 61,956 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -35.9% | 59,082 | $1.5M |
| &partners | 0.01% | New | 49,687 | $1.3M |
| Rovin Capital /Ut/ | 0.30% | New | 44,822 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +255.4% | 34,654 | $874K |
| DAVENPORT & Co LLC | 0.00% | Add +9.9% | 26,650 | $672K |
| Brown Advisory Inc. | 0.00% | No change | 26,480 | $668K |
| Jane Street Group, LLC | 0.00% | New | 20,233 | $510K |
| Susquehanna International Group, LLP | 0.00% | New | 17,234 | $435K |
| Cetera Investment Advisers | 0.00% | New | 16,980 | $428K |
| Envestnet Asset Management Inc. | 0.00% | New | 15,365 | $387K |
| Laurel Oak Wealth Management, LLC | 0.06% | — | 14,769 | $372K |
| Osaic Holdings, Inc. | 0.00% | New | 799 | $20K |
| UBS Group AG | 0.00% | Add +17000.0% | 342 | $9K |
"% 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.