Who Owns MFS ACTIVE EXCHANGE TRADED F (MFSB)? -- Institutional Holders (2026-03-31)
48 institutions reported holding $478.8M of MFS ACTIVE EXCHANGE TRADED F (MFSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($150.2M), Cetera Investment Advisers ($69.0M), WCG Wealth Advisors LLC ($42.1M), Confluence Wealth Services, Inc. ($27.9M), Marshall Financial Group, LLC ($24.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $150.2M | 5.9M | Added |
| 2 | Cetera Investment Advisers | $69.0M | 2.6M | Added |
| 3 | WCG Wealth Advisors LLC | $42.1M | 1.7M | New |
| 4 | Confluence Wealth Services, Inc. | $27.9M | 1.1M | Added |
| 5 | Marshall Financial Group, LLC | $24.2M | 970,357 | Added |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $19.3M | 776,544 | New |
| 7 | JONES FINANCIAL COMPANIES LLLP | $18.2M | 734,124 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $17.7M | 663,176 | Added |
| 9 | Krilogy Financial LLC | $17.2M | 596,000 | Added |
| 10 | Valley Financial Group, Inc. | $12.8M | 473,472 | Added |
| 11 | Fermata Advisors, LLC | $11.8M | 474,153 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $6.5M | 262,631 | New |
| 13 | JANE STREET GROUP, LLC | $6.4M | 238,691 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $6.1M | 245,367 | Trimmed |
| 15 | Jeter Robert S II | $5.7M | 228,703 | New |
| 16 | MARSHALL INVESTMENT MANAGEMENT, LLC | $4.5M | 181,099 | Added |
| 17 | NATIXIS ADVISORS, LLC | $4.4M | 178,314 | Added |
| 18 | CITADEL ADVISORS LLC | $4.4M | 165,414 | Added |
| 19 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M | 164,356 | New |
| 20 | OSAIC HOLDINGS, INC. | $2.7M | 106,722 | Added |
| 21 | Integrated Wealth Concepts LLC | $2.6M | 105,553 | New |
| 22 | JPMORGAN CHASE & CO | $2.6M | 104,430 | Added |
| 23 | MGO ONE SEVEN LLC | $2.3M | 83,516 | New |
| 24 | GOLDMAN SACHS GROUP INC | $2.2M | 89,472 | New |
| 25 | TRUIST FINANCIAL CORP | $1.9M | 77,389 | Added |
Source: SEC Form 13F filings · as of 2026-03-31