Who Owns MFS ACTIVE (MFSB)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $408.4M of MFS ACTIVE (MFSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($151.3M), WCG Wealth Advisors LLC ($51.5M), Confluence Wealth Services, Inc. ($29.1M), JONES FINANCIAL COMPANIES LLLP ($26.2M), Marshall Financial Group, LLC ($25.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$151.3M6.1MAdded
2WCG Wealth Advisors LLC$51.5M2.1MAdded
3Confluence Wealth Services, Inc.$29.1M1.2MAdded
4JONES FINANCIAL COMPANIES LLLP$26.2M1.0MAdded
5Marshall Financial Group, LLC$25.7M1.0MAdded
6EXCHANGE TRADED CONCEPTS, LLC$20.9M837,384Added
7Cetera Investment Advisers$12.8M512,732Added
8RAYMOND JAMES FINANCIAL INC$12.2M487,425Added
9Private Advisor Group, LLC$11.9M476,857Added
10Fermata Advisors, LLC$11.5M463,079Trimmed
11NATIXIS ADVISORS, LLC$6.3M250,863Added
12Jeter Robert S II$5.8M233,382Added
13MARSHALL INVESTMENT MANAGEMENT, LLC$4.5M179,667Trimmed
14FLYNN ZITO CAPITAL MANAGEMENT, LLC$4.1M163,879Trimmed
15&PARTNERS$3.9M158,085Added
16Cambridge Investment Research Advisors, Inc.$3.5M140,278Trimmed
17OSAIC HOLDINGS, INC.$2.8M113,775Added
18JPMORGAN CHASE & CO$2.8M112,212Added
19Integrated Wealth Concepts LLC$2.8M110,792Added
20COMMONWEALTH EQUITY SERVICES, LLC$2.3M91,897Added
21JANE STREET GROUP, LLC$1.9M77,723Added
22TRUIST FINANCIAL CORP$1.7M67,852Trimmed
23STIFEL FINANCIAL CORP$1.7M66,758New
24ENVESTNET ASSET MANAGEMENT INC$1.4M58,154Added
25Kingsview Wealth Management, LLC$1.4M57,661Added

Source: SEC Form 13F filings · as of 2026-06-30