MFS Active Exchange Traded Funds Trust - MFSB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marshall Financial Group, LLC | History | Added to | 913,321 | 23,029 | 4.47% | 3.92% | 1 | +114,813 | 14.38% | Q4 2025 | Jan 09, 2026 |
| LPL Financial LLC | History | Added to | 728,821 | 18,377 | 0.01% | 0.0% | 2 | +327,542 | 81.62% | Q4 2025 | Feb 11, 2026 |
| Confluence Wealth Services, Inc. | History | New | 704,901 | 17,774 | 0.74% | — | 3 | +704,901 | New | Q4 2025 | Jan 28, 2026 |
| Fermata Advisors, LLC | History | Reduced | 467,442 | 11,786 | 2.83% | 3.12% | 4 | -19,818 | -4.07% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 408,035 | 10,288 | 0.01% | 0.0% | 5 | +345,495 | 552.44% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 300,513 | 7,577 | 0.02% | 0.01% | 6 | +97,303 | 47.88% | Q4 2025 | Feb 05, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 175,374 | 4,422 | 2.22% | — | 7 | +175,374 | New | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 102,323 | 2,580 | 0.0% | — | 8 | +102,323 | New | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 92,085 | 2,321 | 0.0% | 0.0% | 9 | +6,975 | 8.2% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | New | 73,476 | 1,852 | 0.0% | — | 10 | +73,476 | New | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 61,956 | 1,562 | 0.0% | 0.0% | 11 | +22,335 | 56.37% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,082 | 1,489 | 0.0% | 0.0% | 12 | -33,030 | -35.86% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | New | 49,687 | 1,252 | 0.01% | — | 13 | +49,687 | New | Q4 2025 | Feb 17, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | New | 44,822 | 1,130 | 0.3% | — | 14 | +44,822 | New | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 34,654 | 873 | 0.0% | 0.0% | 15 | +24,904 | 255.43% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,650 | 671 | 0.0% | 0.0% | 16 | +2,400 | 9.9% | Q4 2025 | Jan 12, 2026 |
| BROWN ADVISORY INC | History | No change | 26,480 | 667 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,233 | 510 | 0.0% | — | 18 | +20,233 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,234 | 434 | 0.0% | — | 19 | +17,234 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 16,980 | 428 | 0.0% | — | 20 | +16,980 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 15,365 | 387 | 0.0% | — | 21 | +15,365 | New | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 14,769 | 372 | 0.06% | — | 22 | +14,769 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 799 | 20 | 0.0% | — | 23 | +799 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 342 | 8 | 0.0% | — | 24 | +340 | 17000.0% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,262 | -100.0% | Q3 2025 | Nov 14, 2025 |