Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSB

CORE PLUS BD ETF · ETP · CUSIP 55286W108

24 institutional holders +11 vs Q3 2025
4,355,3444.4m shares reported held*
$109.8mreported value*
11 new 8 added 3 reduced 1 sold out net bought ≈ $48.9m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.21.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q4 24: 2Q1 25: 7Q2 25: 10Q3 25: 13Q4 25: 2424Q4 24Q1 25Q2 25Q3 25Q4 25
Numbers
QuarterHolders
Q4 20242
Q1 20257
Q2 202510
Q3 202513
Q4 202524

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 25: 5 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 3 cut or sold outQ3 25Q4 25: 19 bought or addedQ4 25: 4 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202550
Q2 202571
Q3 2025113
Q4 2025194

Biggest buyers

Confluence Wealth Services, Inc. New +704,901+704.9k
JONES FINANCIAL COMPANIES LLLP Added +345,495+345.5k
LPL Financial LLC Added +327,542+327.5k
MARSHALL INVESTMENT MANAGEMENT, LLC New +175,374+175.4k
Marshall Financial Group, LLC Added +114,813+114.8k
NATIXIS ADVISORS, LLC New +102,323+102.3k
Cambridge Investment Research Advisors, Inc. Added +97,303+97.3k
TRUIST FINANCIAL CORP New +73,476+73.5k
&PARTNERS New +49,687+49.7k
ROVIN CAPITAL /UT/ /ADV New +44,822+44.8k

Biggest sellers

Integrated Wealth Concepts LLC Sold out -86,262-86.3k
JPMORGAN CHASE & CO Reduced -78,135-78.1k
CITADEL ADVISORS LLC Reduced -33,030-33.0k
Fermata Advisors, LLC Reduced -19,818-19.8k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Marshall Financial Group, LLC 4.47% of their portfolio Hunt Valley, MD 913,321913.3k $23.0m $23.0m 4.47% Added +114.8k +114,813
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 728,821728.8k $18.4m $18.4m 0.01% Added +327.5k +327,542
3 Confluence Wealth Services, Inc. 0.74% of their portfolio MCMURRAY, PA 704,901704.9k $17.8m $17.8m 0.74% New
4 Fermata Advisors, LLC 2.83% of their portfolio SONOMA, CA 467,442467.4k $11.8m $11.8m 2.83% Reduced -19.8k -19,818
5 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 408,035408.0k $10.3m $10.3m 0.01% Added +345.5k +345,495
6 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 300,513300.5k $7.6m $7.6m 0.02% Added +97.3k +97,303
7 MARSHALL INVESTMENT MANAGEMENT, LLC 2.22% of their portfolio LITTLETON, CO 175,374175.4k $4.4m $4.4m 2.22% New
8 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 102,323102.3k $2.6m $2.6m 0.00% New
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 92,08592.1k $2.3m $2.3m 0.00% Reduced -78.1k -78,135
10 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 73,47673.5k $1.9m $1.9m 0.00% New
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,95662.0k $1.6m $1.6m 0.00% Added +22.3k +22,335
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 59,08259.1k $1.5m $1.5m 0.00% Reduced -33.0k -33,030
13 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 49,68749.7k $1.3m $1.3m 0.01% New
14 ROVIN CAPITAL /UT/ /ADV 0.30% of their portfolio MESA, AZ 44,82244.8k $1.1m $1.1m 0.30% New
15 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 34,65434.7k $873.8k $873.8k 0.00% Added +24.9k +24,904
16 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 26,65026.6k $672.0k $672.0k 0.00% Added +2.4k +2,400
17 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 26,48026.5k $667.7k $667.7k 0.00% Unchanged
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,23320.2k $510.2k $510.2k 0.00% New
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,23417.2k $434.6k $434.6k 0.00% New
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,98017.0k $428.1k $428.1k 0.00% New
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,36515.4k $387.4k $387.4k 0.00% New
22 LAUREL OAK WEALTH MANAGEMENT, LLC 0.06% of their portfolio MARLTON, NJ 14,76914.8k $372.4k $372.4k 0.06% First filing
23 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 799799 $20.1k $20.1k 0.00% New
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 342342 $8.6k $8.6k 0.00% Added +340 +340