17 institutions reported holding $124.2M of MFS ACTIVE EXCHANGE TRADED F (MFSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Confluence Wealth Services, Inc. ($29.1M), Marshall Financial Group, LLC ($25.7M), EXCHANGE TRADED CONCEPTS, LLC ($20.9M), Private Advisor Group, LLC ($11.9M), Fermata Advisors, LLC ($11.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $29.1M | 1.2M | Added |
| 2 | Marshall Financial Group, LLC | $25.7M | 1.0M | Added |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $20.9M | 837,384 | Added |
| 4 | Private Advisor Group, LLC | $11.9M | 476,857 | Added |
| 5 | Fermata Advisors, LLC | $11.5M | 463,079 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $7.0M | 280,556 | Added |
| 7 | Jeter Robert S II | $5.8M | 233,382 | Added |
| 8 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M | 163,879 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 91,897 | Added |
| 10 | TRUIST FINANCIAL CORP | $1.7M | 67,852 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 58,154 | Added |
| 12 | DAVENPORT & Co LLC | $1.0M | 40,239 | Added |
| 13 | BENJAMIN EDWARDS INC | $941,936 | 37,785 | New |
| 14 | LAUREL OAK WEALTH MANAGEMENT, LLC | $321,017 | 12,877 | Trimmed |
| 15 | Detalus Advisors, LLC | $312,872 | 12,550 | New |
| 16 | Envestnet Portfolio Solutions, Inc. | $225,218 | 9,034 | New |
| 17 | Richmond Investment Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30