13F Insight
DOSSIER · 13F Holders · Q2 2026
MFSB

MFS ACTIVE EXCHANGE TRADED F

42 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W108·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$393M
visible holders
Holders
42
filers reporting
Concentration
38.52%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported MFSB in Q2 2026. LPL Financial LLC leads at 38.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$151M6.1M0.03%Q2 202602
WCG Wealth Advisors LLC
CIK 0001855713
$52M2.1M1.22%Q2 202603
Confluence Wealth Services, Inc.
CIK 0001910411
$29M1.2M0.83%Q2 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$26M1.0M0.01%Q2 202605
Marshall Financial Group, LLC
CIK 0001841496
$26M1.0M3.75%Q2 202606
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$21M837K0.10%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$13M513K0.01%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M487K0.00%Q2 202609
Private Advisor Group, LLC
CIK 0001567755
$12M477K0.05%Q2 202610
Fermata Advisors, LLC
CIK 0001859259
$12M463K2.33%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M245K0.02%Q1 202612
Jeter Robert S II
CIK 0002093023
$6M233K5.55%Q2 202613
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$4M180K1.86%Q2 202614
NATIXIS ADVISORS, LLC
CIK 0001018331
$4M178K0.01%Q1 202615
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$4M164K1.11%Q2 202616
&PARTNERS
CIK 0000107136
$4M158K0.02%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M114K0.00%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$3M112K0.00%Q2 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$3M113K0.01%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M92K0.00%Q2 2026
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