13F Insight
DOSSIER · 13F Holders · Q1 2026
MFSB

MFS ACTIVE EXCHANGE TRADED F

38 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 55286W108·38 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$326M
visible holders
Holders
38
filers reporting
Concentration
36.97%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

38 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 202602
WCG Wealth Advisors LLC
CIK 0001855713
$42M1.7M1.18%Q1 202603
Confluence Wealth Services, Inc.
CIK 0001910411
$29M1.2M0.83%Q2 202604
Marshall Financial Group, LLC
CIK 0001841496
$26M1.0M3.75%Q2 202605
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$21M837K0.10%Q2 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M734K0.01%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$13M504K0.01%Q1 202608
Fermata Advisors, LLC
CIK 0001859259
$12M463K2.33%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M263K0.00%Q1 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M245K0.02%Q1 202611
Jeter Robert S II
CIK 0002093023
$6M233K5.55%Q2 202612
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$5M181K2.16%Q1 202613
NATIXIS ADVISORS, LLC
CIK 0001018331
$4M178K0.01%Q1 202614
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$4M164K1.11%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M107K0.00%Q1 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$3M106K0.02%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$3M104K0.00%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M89K0.00%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M82K0.00%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$2M77K0.00%Q1 2026
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