MFS Active Inter Muni BondMFSMETF
13F holders, Q4 2025 (December 31)12holders +4
3new positions
1sold out
1famous investor
$25.04avg. 13F price*
At the end of Q4 2025, 12 institutions reported holding MFS Active Inter Muni Bond (MFSM) in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were FAS Wealth Partners, Inc. ($1.6M), Laurel Oak Wealth Management, LLC ($1.3M) and Platt Wealth Management LLC ($923K). 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $710K |
| Exits | 1 | $426K |
All 13F filers, Q3 2025 → Q4 2025: 34,787 shares bought and 18,177 shares sold, net +16,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| FAS Wealth Partners, Inc. | 0.10% | Add +0.1% | 64,395 | $1.6M |
| Laurel Oak Wealth Management, LLC | 0.22% | — | 51,936 | $1.3M |
| Platt Wealth Management LLC | 0.92% | — | 36,875 | $923K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 29,762 | $745K |
| Citadel Advisors | 0.00% | Add +3.9% | 24,103 | $604K |
| Landmark Wealth Management, LLC | 0.18% | Add +1.1% | 18,746 | $469K |
| Marshall Financial Group, LLC | 0.07% | Add +58.0% | 14,195 | $355K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,008 | $351K |
| CRA Financial Services, LLC | 0.04% | No change | 13,500 | $338K |
| Jones Financial Companies LLLP | 0.00% | New | 8,317 | $208K |
| Bank of America Corp. | 0.00% | New | 6,039 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,081 | $102K |
"% 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.