Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE PLUS BD ETF
-
Total 13F shares
-
4,355,344
-
Share change
-
+2,024,191
-
Total reported value
-
$109,819,276
-
Price per share
-
$25.22
-
Number of holders
-
24
-
Value change
-
+$51,038,690
-
Number of buys
-
20
-
Number of sells
-
3
Institutional Holders of MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) as of Q4 2025
As of 31 Dec 2025,
MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,355,344 shares.
The largest 10 holders included
Marshall Financial Group, LLC, LPL Financial LLC, Confluence Wealth Services, Inc., Fermata Advisors, LLC, JONES FINANCIAL COMPANIES LLLP, Cambridge Investment Research Advisors, Inc., MARSHALL INVESTMENT MANAGEMENT, LLC, NATIXIS ADVISORS, LLC, JPMORGAN CHASE & CO, and TRUIST FINANCIAL CORP.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.