MFS Active Inter Muni BondMFSMETF

13F holders, Q3 2025 (September 30)
8holders +5
5new positions
0sold out
1famous investor
$24.83avg. 13F price*

At the end of Q3 2025, 8 institutions reported holding MFS Active Inter Muni Bond (MFSM) in their 13F filings, up 5 from Q2 2025. 5 opened new positions and 0 sold out. The largest holders were FAS Wealth Partners, Inc. ($1.6M), Raymond James Financial Inc. ($764K) and Citadel Advisors ($576K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
MFS Active Inter Muni Bond
CUSIP
55286W306
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 8Q3 2025Q4 2025: 12Q4 2025Q1 2026: 16Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$3.0M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 126,436 shares bought and 476 shares sold, net +125,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

FAS Wealth Partners, Inc. 0.11% New 64,298 $1.6M
Raymond James Financial Inc. 0.00% New 30,764 $764K
Citadel Advisors 0.00% Add +7.3% 23,200 $576K
Landmark Wealth Management, LLC 0.18% Add +21.2% 18,533 $460K
Jane Street Group, LLC 0.00% Reduce -2.7% 17,175 $426K
CRA Financial Services, LLC 0.05% New 13,500 $335K
Marshall Financial Group, LLC 0.04% New 8,985 $223K
Steward Partners Investment Advisory, LLC 0.00% New 4,081 $101K

"% 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.