DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
MFSB

MFS ACTIVE EXCHANGE TRADED F

36 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 55286W108·36 13F holders·last filed Mar 31, 2026
Market cap
3.5%
vs prior quarter
13F value held
$314M
68.0% inst. owned
of float
Holders
36
+98 QoQ
filers reporting
Activity
+87 / −101
+834 added · −824 reduced
this quarter
Concentration
38.36%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported MFSB in Q1 2026. LPL Financial LLC leads at 38.4% of the visible book. +98 net new institutions vs prior quarter — accumulation reading.

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
$28M1.1M1.08%Q1 2026
04
Marshall Financial Group, LLC
CIK 0001841496
$24M970K3.87%Q1 2026
05
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$19M777K0.14%Q1 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
$12M474K2.66%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M263K0.00%Q1 2026
10
Jeter Robert S II
CIK 0002093023
$6M229K5.70%Q1 2026
11
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$5M181K2.16%Q1 2026
12
FLYNN ZITO CAPITAL MANAGEMENT, LLC
CIK 0001857144
$4M164K1.31%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M107K0.00%Q1 2026
14
Integrated Wealth Concepts LLC
CIK 0001737109
$3M106K0.02%Q1 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$3M104K0.00%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M89K0.00%Q1 2026
17
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M82K0.00%Q1 2026
18
TRUIST FINANCIAL CORP
CIK 0000092230
$2M77K0.00%Q1 2026
19
CITADEL ADVISORS LLC
CIK 0001423053
$1M59K0.00%Q4 2025
20
&PARTNERS
CIK 0000107136
$1M50K0.01%Q1 2026
Page 1 of 2
16 more holders available. Log in →