MFS Active Exchange Traded Funds Trust - MFSB

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$329.3M
QoQ value delta ($000)
+$219.5M (+199.85%)
Implied price effect (QoQ)
-1.29%
Shares
Total shares
13,230,444
QoQ shares delta
+8,875,100 (+203.77%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (MFSB)

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 41 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 120,608 4,845,652 0.03%
WCG Wealth Advisors LLC 42,096 1,691,285 1.18%
Confluence Wealth Services, Inc. 27,945 1,122,766 1.08%
Marshall Financial Group, LLC 24,152 970,357 3.87%
EXCHANGE TRADED CONCEPTS, LLC 19,328 776,544 0.14%
JONES FINANCIAL COMPANIES LLLP 18,206 734,124 0.01%
Cetera Investment Advisers 12,556 504,471 0.01%
Fermata Advisors, LLC 11,801 474,153 2.66%
RAYMOND JAMES FINANCIAL INC 6,536 262,631 0.0%
Cambridge Investment Research Advisors, Inc. 6,107 245,367 0.02%
Jeter Robert S II 5,726 228,703 5.7%
MARSHALL INVESTMENT MANAGEMENT, LLC 4,507 181,099 2.16%
NATIXIS ADVISORS, LLC 4,438 178,314 0.01%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,090 164,356 1.31%
OSAIC HOLDINGS, INC. 2,656 106,722 0.0%
Integrated Wealth Concepts LLC 2,627 105,553 0.02%
JPMORGAN CHASE & CO 2,602 104,430 0.0%
GOLDMAN SACHS GROUP INC 2,226 89,472 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 2,049 82,343 0.0%
TRUIST FINANCIAL CORP 1,926 77,389 0.0%
&PARTNERS 1,236 49,687 0.01%
ENVESTNET ASSET MANAGEMENT INC 972 39,063 0.0%
DAVENPORT & Co LLC 931 37,406 0.01%
Private Advisor Group, LLC 869 34,944 0.0%
Kingsview Wealth Management, LLC 857 34,465 0.01%