MFS Active Inter Muni BondMFSMETF
13F holders, Q1 2026 (March 31)16holders +4
6new positions
2sold out
$24.85avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding MFS Active Inter Muni Bond (MFSM) in their 13F filings, up 4 from Q4 2025. 6 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($20.9M), Jones Financial Companies LLLP ($1.9M) and FAS Wealth Partners, Inc. ($1.7M).
- Company
- MFS Active Inter Muni Bond
- CUSIP
- 55286W306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $25.2M |
| Exits | 2 | $755K |
All 13F filers, Q4 2025 → Q1 2026: 1,109,805 shares bought and 31,142 shares sold, net +1,078,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| LPL Financial LLC | 0.01% | New | 841,488 | $20.9M |
| Jones Financial Companies LLLP | 0.00% | Add +827.3% | 77,127 | $1.9M |
| FAS Wealth Partners, Inc. | 0.10% | Add +5.1% | 67,656 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 62,387 | $1.6M |
| Laurel Oak Wealth Management, LLC | 0.22% | No change | 51,936 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +47.4% | 43,854 | $1.1M |
| Platt Wealth Management LLC | 0.89% | No change | 36,875 | $916K |
| Ascentis Independent Advisors | 0.06% | New | 31,500 | $783K |
| Natixis Advisors, LLC | 0.00% | New | 31,432 | $781K |
| Jane Street Group, LLC | 0.00% | New | 30,689 | $763K |
| Landmark Wealth Management, LLC | 0.18% | Add +46.4% | 27,446 | $682K |
| Marshall Financial Group, LLC | 0.06% | Add +8.4% | 15,383 | $382K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 15,321 | $381K |
| Private Advisor Group, LLC | 0.00% | New | 14,945 | $371K |
| CRA Financial Services, LLC | 0.04% | Reduce -7.4% | 12,500 | $311K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 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.