MFS Active Inter Muni BondMFSMETF
13F holders, Q2 2026 (June 30)18holders +2
4new positions
2sold out
$25.20avg. 13F price*
At the end of Q2 2026, 18 institutions reported holding MFS Active Inter Muni Bond (MFSM) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($19.7M), Jones Financial Companies LLLP ($6.5M) and Raymond James Financial Inc. ($6.4M).
- Company
- MFS Active Inter Muni Bond
- CUSIP
- 55286W306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.1M |
| Exits | 2 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 603,538 shares bought and 127,924 shares sold, net +475,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| LPL Financial LLC | 0.00% | Reduce -7.0% | 782,623 | $19.7M |
| Jones Financial Companies LLLP | 0.00% | Add +235.7% | 258,876 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +482.2% | 255,309 | $6.4M |
| Natixis Advisors, LLC | 0.00% | Add +231.5% | 104,209 | $2.6M |
| FAS Wealth Partners, Inc. | 0.09% | Add +6.1% | 71,791 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | New | 70,443 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.1% | 62,443 | $1.6M |
| Laurel Oak Wealth Management, LLC | 0.19% | No change | 51,936 | $1.3M |
| Platt Wealth Management LLC | 0.82% | Add +9.8% | 40,475 | $1.0M |
| Landmark Wealth Management, LLC | 0.16% | Reduce -0.6% | 27,293 | $688K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,957 | $578K |
| Private Advisor Group, LLC | 0.00% | Add +33.1% | 19,887 | $501K |
| Aspen Grove Capital, LLC | 0.06% | New | 16,000 | $404K |
| Marshall Financial Group, LLC | 0.06% | No change | 15,383 | $387K |
| Kingsview Wealth Management, LLC | 0.00% | New | 14,702 | $370K |
| CRA Financial Services, LLC | 0.04% | No change | 12,500 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -72.0% | 8,604 | $217K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.7% | 4,803 | $121K |
"% of holder's portfolio" is MFSM's weight in each manager's 13F, not the share of MFS Active Inter Muni Bond the manager owns.