MFSB — MFS Active Exchange Traded F Institutional Holders · Q2 2026

Name: Who Owns MFSB? 43 Institutions Hold $408M (Q2 2026)
Creator: ko.io

Who owns MFS Active Exchange Traded F (MFSB)? 43 institutions reported holding $408.42M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($151.3M), WCG Wealth Advisors LLC ($51.5M), Confluence Wealth Services, Inc. ($29.1M).

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$151.3M	6.1M	Added
2	WCG Wealth Advisors LLC	$51.5M	2.1M	Added
3	Confluence Wealth Services, Inc.	$29.1M	1.2M	Added
4	JONES FINANCIAL COMPANIES LLLP	$26.2M	1.0M	Added
5	Marshall Financial Group, LLC	$25.7M	1.0M	Added
6	EXCHANGE TRADED CONCEPTS, LLC	$20.9M	837,384	Added
7	Cetera Investment Advisers	$12.8M	512,732	Added
8	RAYMOND JAMES FINANCIAL INC	$12.2M	487,425	Added
9	Private Advisor Group, LLC	$11.9M	476,857	Added
10	Fermata Advisors, LLC	$11.5M	463,079	Trimmed
11	NATIXIS ADVISORS, LLC	$6.3M	250,863	Added
12	Jeter Robert S II	$5.8M	233,382	Added
13	MARSHALL INVESTMENT MANAGEMENT, LLC	$4.5M	179,667	Trimmed
14	FLYNN ZITO CAPITAL MANAGEMENT, LLC	$4.1M	163,879	Trimmed
15	&PARTNERS	$3.9M	158,085	Added
16	Cambridge Investment Research Advisors, Inc.	$3.5M	140,278	Trimmed
17	OSAIC HOLDINGS, INC.	$2.8M	113,775	Added
18	JPMORGAN CHASE & CO	$2.8M	112,212	Added
19	Integrated Wealth Concepts LLC	$2.8M	110,792	Added
20	COMMONWEALTH EQUITY SERVICES, LLC	$2.3M	91,897	Added
21	JANE STREET GROUP, LLC	$1.9M	77,723	Added
22	TRUIST FINANCIAL CORP	$1.7M	67,852	Trimmed
23	STIFEL FINANCIAL CORP	$1.7M	66,758	New
24	ENVESTNET ASSET MANAGEMENT INC	$1.4M	58,154	Added
25	Kingsview Wealth Management, LLC	$1.4M	57,661	Added

Source: SEC Form 13F filings · as of 2026-06-30