DOSSIER · 13F Holders · Q1 2026
MFSB

MFS ACTIVE EXCHANGE TRADED F

37 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W108·37 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$326M
visible holders
Holders
37
filers reporting
Concentration
36.97%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported MFSB in Q1 2026. LPL Financial LLC leads at 37.0% 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
$121M4.8M0.03%Q1 2026
02
WCG Wealth Advisors LLC
CIK 0001855713
$42M1.7M1.18%Q1 2026
03
Confluence Wealth Services, Inc.
CIK 0001910411
$29M1.2M0.83%Q2 2026
04
Marshall Financial Group, LLC
CIK 0001841496
$26M1.0M3.75%Q2 2026
05
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$21M837K0.10%Q2 2026
06
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M734K0.01%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$13M504K0.01%Q1 2026
08
Fermata Advisors, LLC
CIK 0001859259
$12M463K2.33%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M263K0.00%Q1 2026
10
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M245K0.02%Q1 2026
11
Jeter Robert S II
CIK 0002093023
$6M233K5.55%Q2 2026
12
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$5M181K2.16%Q1 2026
13
NATIXIS ADVISORS, LLC
CIK 0001018331
$4M178K0.01%Q1 2026
14
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$4M164K1.31%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M107K0.00%Q1 2026
16
Integrated Wealth Concepts LLC
CIK 0001737109
$3M106K0.02%Q1 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$3M104K0.00%Q1 2026
18
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M89K0.00%Q1 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M82K0.00%Q1 2026
20
TRUIST FINANCIAL CORP
CIK 0000092230
$2M77K0.00%Q1 2026
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