MFS Active Core Plus Bond ETF (MFSB)
ETF ยท the New York Stock Exchange
MFS Active Core Plus Bond ETF (MFSB) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since December 4, 2024.
- Type
- Exchange-traded fund
- Listed On
- the New York Stock Exchange
- Listed Since
- December 4, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 41 institutions reported holding MFSB, with 16.4 million shares worth $408.5 million in aggregate. The largest reported holder was Lpl Financial, with 6.1 million shares worth $151.3 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 6,067,350 | $151M | Added 25.21% |
| Wcg Wealth Advisors | 2,067,534 | $52M | Added 22.25% |
| Confluence Wealth Services | 1,167,653 | $29M | Added 4% |
| Jones Financial Companies Lllp | 1,045,743 | $26M | Added 42.45% |
| Marshall Financial Group | 1,031,497 | $26M | Added 6.3% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is MFSB?
MFS Active Core Plus Bond ETF (MFSB) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since December 4, 2024.
Who are the largest institutional holders of MFSB?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MFSB were Lpl Financial, Wcg Wealth Advisors and Confluence Wealth Services.
How many institutions own MFSB?
41 institutions reported a position in MFSB for the quarter ended June 30, 2026, worth $408.5 million in total.
Did institutions buy or sell MFSB last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for MFSB.
Every reported institutional holder, plus insider and congressional trades in MFSB, on SentiSense.