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MFS Active Core Plus Bond ETF (MFSB) Institutional Ownership

$24.93 +0.04 (+0.16%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for MFS Active Core Plus Bond ETF (NYSEARCA:MFSB)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$89.21M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$499.81K
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MFSB Institutional Buying and Selling by Quarter

MFS Active Core Plus Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Flynn Zito Capital Management LLC164,356$4.09M1.3%N/A1.015%
4/29/2026 Richmond Investment Services LLC8,081$201K0.0%N/A0.051%
4/21/2026 Laurel Oak Wealth Management LLC20,503$510K0.1%+38.8%0.133%
2/17/2026Cetera Investment Advisers16,980$428K0.0%N/A0.221%
2/17/2026&PARTNERS49,687$1.25M0.0%N/A0.645%
2/12/2026 Laurel Oak Wealth Management LLC14,769$372K0.1%N/A0.192%
2/12/2026Jane Street Group LLC20,233$510K0.0%N/A0.263%
2/12/2026 Commonwealth Equity Services LLC61,956$1.56M0.0%+56.4%0.805%
2/11/2026LPL Financial LLC728,821$18.38M0.0%+81.6%9.465%
2/10/2026Natixis Advisors LLC102,323$2.58M0.0%N/A1.329%
2/9/2026Marshall Investment Management LLC175,374$4.42M2.2%N/A2.278%
2/2/2026 Truist Financial Corp73,476$1.85M0.0%N/A0.954%
1/28/2026Confluence Wealth Services Inc.704,901$17.77M0.7%N/A9.155%
1/12/2026 DAVENPORT & Co LLC26,650$672K0.0%+9.9%0.416%
1/9/2026 Marshall Financial Group LLC913,321$23.03M4.5%+14.4%14.271%
1/8/2026 Fermata Advisors LLC467,442$11.79M2.8%-4.1%7.304%
1/1/2026JPMorgan Chase & Co.85,110$2.15M0.0%N/A1.669%
11/17/2025Integrated Wealth Concepts LLC86,262$2.18M0.0%N/A1.691%
11/17/2025Citadel Advisors LLC92,112$2.32M0.0%N/A1.806%
11/13/2025 Private Advisor Group LLC9,750$246K0.0%N/A0.191%
11/7/2025JPMorgan Chase & Co.85,110$2.15M0.0%N/A1.669%
11/4/2025Jones Financial Companies Lllp62,540$1.58M0.0%N/A1.226%
10/15/2025 DAVENPORT & Co LLC24,250$612K0.0%+18.0%0.564%
10/9/2025 Fermata Advisors LLC487,260$12.29M3.1%+36.7%11.601%
10/8/2025 Marshall Financial Group LLC798,508$20.14M3.9%+8.6%19.012%
8/14/2025Jane Street Group LLC18,106$452K0.0%+12.9%0.604%
7/10/2025 Marshall Financial Group LLC735,391$18.25M3.6%N/A25.358%
7/9/2025 Fermata Advisors LLC356,441$8.90M2.4%N/A12.291%
6/27/2025Goldman Sachs Group Inc.9,936$246K0.0%N/A0.552%
5/19/2025Jane Street Group LLC16,033$398K0.0%N/A0.943%
5/16/2025Goldman Sachs Group Inc.9,936$246K0.0%N/A0.584%
4/30/2025Brown Advisory Inc.26,480$657K0.0%N/A1.558%


MFSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFSB shares?

During the previous two years, 22 institutional investors and hedge funds held shares of MFS Active Core Plus Bond ETF. The most heavily invested institutionals were Marshall Financial Group LLC ($23.03M), LPL Financial LLC ($18.38M), Confluence Wealth Services Inc. ($17.77M), Fermata Advisors LLC ($11.79M), Marshall Investment Management LLC ($4.42M), Flynn Zito Capital Management LLC ($4.09M), and Natixis Advisors LLC ($2.58M).Learn more on MFS Active Core Plus Bond ETF's institutional investors.

Which institutional investors have been buying MFS Active Core Plus Bond ETF's stock?

Of the 22 institutional investors that purchased MFS Active Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Marshall Financial Group LLC ($913.32K), Confluence Wealth Services Inc. ($704.90K), Fermata Advisors LLC ($487.26K), LPL Financial LLC ($327.54K), Marshall Investment Management LLC ($175.37K), JPMorgan Chase & Co. ($170.22K), and Flynn Zito Capital Management LLC ($164.36K).

How much institutional buying is happening at MFS Active Core Plus Bond ETF?

Institutional investors have bought a total of 3,551,334 shares in the last 24 months. This purchase volume represents approximately $89.21M in transactions.

Which of MFS Active Core Plus Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold MFS Active Core Plus Bond ETF stock in the last 24 months: Fermata Advisors LLC ($19.82K).

How much institutional selling is happening at MFS Active Core Plus Bond ETF?

Institutional investors have sold a total of 19,818 shares in the last 24 months. This volume of shares sold represents approximately $499.81K in transactions.


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This page (NYSEARCA:MFSB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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