MFS Active Core Plus BondMFSBETF
13F holders, Q1 2026 (March 31)33holders +9
11new positions
2sold out
$24.89avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding MFS Active Core Plus Bond (MFSB) in their 13F filings, up 9 from Q4 2025. 11 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($120.6M), WCG Wealth Advisors LLC ($42.1M) and Confluence Wealth Services, Inc. ($27.9M).
- Company
- MFS Active Core Plus Bond
- CUSIP
- 55286W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $78.4M |
| Exits | 2 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 8,828,215 shares bought and 136,996 shares sold, net +8,691,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| LPL Financial LLC | 0.03% | Add +564.9% | 4,845,652 | $120.6M |
| WCG Wealth Advisors LLC | 1.18% | New | 1,691,285 | $42.1M |
| Confluence Wealth Services, Inc. | 1.08% | Add +59.3% | 1,122,766 | $27.9M |
| Marshall Financial Group, LLC | 3.87% | Add +6.2% | 970,357 | $24.2M |
| Exchange Traded Concepts, LLC | 0.15% | New | 776,544 | $19.3M |
| Jones Financial Companies LLLP | 0.01% | Add +79.9% | 734,124 | $18.2M |
| Cetera Investment Advisers | 0.01% | Add +2871.0% | 504,471 | $12.6M |
| Fermata Advisors, LLC | 2.66% | Add +1.4% | 474,153 | $11.8M |
| Raymond James Financial Inc. | 0.00% | New | 262,631 | $6.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -18.4% | 245,367 | $6.1M |
| Jeter Robert S II | 5.70% | — | 228,703 | $5.7M |
| Marshall Investment Management, LLC | 2.16% | Add +3.3% | 181,099 | $4.5M |
| Natixis Advisors, LLC | 0.01% | Add +74.3% | 178,314 | $4.4M |
| Flynn Zito Capital Management, LLC | 1.31% | New | 164,356 | $4.1M |
| Osaic Holdings, Inc. | 0.00% | Add +13257.0% | 106,722 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | New | 105,553 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +13.4% | 104,430 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 89,472 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.9% | 82,343 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +5.3% | 77,389 | $1.9M |
| &partners | 0.01% | No change | 49,687 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +154.2% | 39,063 | $972K |
| DAVENPORT & Co LLC | 0.01% | Add +40.4% | 37,406 | $931K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 34,944 | $870K |
| Kingsview Wealth Management, LLC | 0.01% | New | 34,465 | $858K |
| Brown Advisory Inc. | 0.00% | No change | 26,480 | $659K |
| Laurel Oak Wealth Management, LLC | 0.09% | Add +38.8% | 20,503 | $510K |
| MML Investors Services, LLC | 0.00% | New | 18,160 | $452K |
| Jane Street Group, LLC | 0.00% | Reduce -26.6% | 14,857 | $370K |
| Richmond Investment Services, LLC | 0.03% | New | 8,081 | $201K |
| Harbour Investments, Inc. | 0.00% | New | 854 | $21K |
| UBS Group AG | 0.00% | Reduce -46.2% | 184 | $5K |
| Tidemark, LLC | 0.00% | New | 29 | $722 |
"% 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.