Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSB

CORE PLUS BD ETF · ETP · CUSIP 55286W108

41 institutional holders +8 vs Q1 2026
16,518,03116.5m shares reported held*
$412.0mreported value*
9 new 22 added 7 reduced 2 sold out net bought ≈ $81.8m (+3.3m 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 ≈ $24.94.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 2Q1 25: 7Q2 25: 10Q3 25: 13Q4 25: 24Q1 26: 33Q2 26: 4141Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20242
Q1 20257
Q2 202510
Q3 202513
Q4 202524
Q1 202633
Q2 202641

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 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 25Q1 26: 27 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 31 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202550
Q2 202571
Q3 2025113
Q4 2025194
Q1 2026275
Q2 2026319

Biggest buyers

LPL Financial LLC Added +1,221,698+1.2m
Private Advisor Group, LLC Added +441,913+441.9k
WCG Wealth Advisors LLC Added +376,249+376.2k
JONES FINANCIAL COMPANIES LLLP Added +311,619+311.6k
RAYMOND JAMES FINANCIAL INC Added +224,794+224.8k
&PARTNERS Added +108,398+108.4k
NATIXIS ADVISORS, LLC Added +72,549+72.5k
STIFEL FINANCIAL CORP New +66,758+66.8k
JANE STREET GROUP, LLC Added +62,866+62.9k
Marshall Financial Group, LLC Added +61,140+61.1k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -41,710-41.7k
Fermata Advisors, LLC Reduced -11,074-11.1k
TRUIST FINANCIAL CORP Reduced -9,537-9.5k
Richmond Investment Services, LLC Sold out -8,081-8.1k
LAUREL OAK WEALTH MANAGEMENT, LLC Reduced -7,626-7.6k
MARSHALL INVESTMENT MANAGEMENT, LLC Reduced -1,432-1.4k
HARBOUR INVESTMENTS, INC. Sold out -854-854
FLYNN ZITO CAPITAL MANAGEMENT, LLC Reduced -477-477
UBS Group AG Reduced -175-175

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 6,067,3506.1m $151.3m $151.3m 0.03% Added +1.2m +1,221,698
2 WCG Wealth Advisors LLC 1.22% of their portfolio LAS VEGAS, NV 2,067,5342.1m $51.5m $51.5m 1.22% Added +376.2k +376,249
3 Confluence Wealth Services, Inc. 0.83% of their portfolio MCMURRAY, PA 1,167,6531.2m $29.1m $29.1m 0.83% Added +44.9k +44,887
4 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 1,045,7431.0m $26.2m $26.2m 0.01% Added +311.6k +311,619
5 Marshall Financial Group, LLC 3.75% of their portfolio Hunt Valley, MD 1,031,4971.0m $25.7m $25.7m 3.75% Added +61.1k +61,140
6 EXCHANGE TRADED CONCEPTS, LLC 0.10% of their portfolio Oklahoma City, OK 837,384837.4k $20.9m $20.9m 0.10% Added +60.8k +60,840
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 512,732512.7k $12.8m $12.8m 0.01% Added +8.3k +8,261
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 487,425487.4k $12.2m $12.2m 0.00% Added +224.8k +224,794
9 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 476,857476.9k $11.9m $11.9m 0.05% Added +441.9k +441,913
10 Fermata Advisors, LLC 2.33% of their portfolio SONOMA, CA 463,079463.1k $11.5m $11.5m 2.33% Reduced -11.1k -11,074
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 280,556280.6k $7.0m $7.0m 0.01% Added +35.2k +35,189
12 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 250,863250.9k $6.3m $6.3m 0.01% Added +72.5k +72,549
13 Jeter Robert S II 5.55% of their portfolio BETHANY BEACH, DE 233,382233.4k $5.8m $5.8m 5.55% Added +4.7k +4,679
14 MARSHALL INVESTMENT MANAGEMENT, LLC 1.86% of their portfolio LITTLETON, CO 179,667179.7k $4.5m $4.5m 1.86% Reduced -1.4k -1,432
15 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.11% of their portfolio GARDEN CITY, NY 163,879163.9k $4.1m $4.1m 1.11% Reduced -477 -477
16 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 158,085158.1k $3.9m $3.9m 0.02% Added +108.4k +108,398
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 113,775113.8k $2.8m $2.8m 0.00% Added +7.1k +7,053
18 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 112,792112.8k $2.8m $2.8m 0.01% Added +7.2k +7,239
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 112,212112.2k $2.8m $2.8m 0.00% Added +7.8k +7,782
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 91,89791.9k $2.3m $2.3m 0.00% Added +9.6k +9,554
21 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 77,72377.7k $1.9m $1.9m 0.00% Added +62.9k +62,866
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 67,85267.9k $1.7m $1.7m 0.00% Reduced -9.5k -9,537
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 66,75866.8k $1.7m $1.7m 0.00% New
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,15458.2k $1.4m $1.4m 0.00% Added +19.1k +19,091
25 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 57,66157.7k $1.4m $1.4m 0.02% Added +23.2k +23,196
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 51,06851.1k $1.3m $1.3m 0.00% New
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 47,76247.8k $1.2m $1.2m 0.00% Reduced -41.7k -41,710
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 46,85546.9k $1.2m $1.2m 0.00% Added +28.7k +28,695
29 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 40,23940.2k $1.0m $1.0m 0.01% Added +2.8k +2,833
30 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 37,78537.8k $941.9k $941.9k 0.01% New
31 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 26,48026.5k $660.1k $660.1k 0.00% Unchanged
32 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 18,19218.2k $454.0k $454.0k 0.02% New
33 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,39215.4k $383.7k $383.7k 0.00% New
34 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% of their portfolio MARLTON, NJ 12,87712.9k $321.0k $321.0k 0.05% Reduced -7.6k -7,626
35 Detalus Advisors, LLC 0.06% of their portfolio ST. LOUIS, MO 12,55012.6k $312.9k $312.9k 0.06% New
36 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,0349.0k $225.2k $225.2k 0.00% New
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,0468.0k $200.6k $200.6k 0.00% New
38 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 7,0597.1k $176.0k $176.0k 0.00% First filing
39 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 2,1442.1k $53.5k $53.5k 0.00% New
40 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 2929 $723 $723 0.00% Unchanged
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 99 $224 $224 0.00% Reduced -175 -175