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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,845,652 | 120,608 | 0.03% | 0.01% | 1 | +4,116,831 | 564.86% | Q1 2026 | May 06, 2026 |
| WCG Wealth Advisors LLC | History | New | 1,691,285 | 42,096 | 1.18% | — | 2 | +1,691,285 | New | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,122,766 | 27,945 | 1.08% | 0.74% | 3 | +417,865 | 59.28% | Q1 2026 | May 07, 2026 |
| Marshall Financial Group, LLC | History | Added to | 970,357 | 24,152 | 3.87% | 4.47% | 4 | +57,036 | 6.24% | Q1 2026 | Apr 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 776,544 | 19,328 | 0.14% | — | 5 | +776,544 | New | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 734,124 | 18,206 | 0.01% | 0.01% | 6 | +326,089 | 79.92% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 504,471 | 12,556 | 0.01% | 0.0% | 7 | +487,491 | 2870.97% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 474,153 | 11,801 | 2.66% | 2.83% | 8 | +6,711 | 1.44% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 262,631 | 6,536 | 0.0% | — | 9 | +262,631 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 245,367 | 6,107 | 0.02% | 0.02% | 10 | -55,146 | -18.35% | Q1 2026 | Apr 30, 2026 |
| Jeter Robert S II | History | New | 228,703 | 5,726 | 5.7% | — | 11 | +228,703 | New | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 181,099 | 4,507 | 2.16% | 2.22% | 12 | +5,725 | 3.26% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 178,314 | 4,438 | 0.01% | 0.0% | 13 | +75,991 | 74.27% | Q1 2026 | May 13, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | New | 164,356 | 4,090 | 1.31% | — | 14 | +164,356 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 106,722 | 2,656 | 0.0% | 0.0% | 15 | +105,923 | 13256.95% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 105,553 | 2,627 | 0.02% | — | 16 | +105,553 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 104,430 | 2,602 | 0.0% | 0.0% | 17 | +12,345 | 13.41% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 89,472 | 2,226 | 0.0% | — | 18 | +89,472 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 82,343 | 2,049 | 0.0% | 0.0% | 19 | +20,387 | 32.91% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 77,389 | 1,926 | 0.0% | 0.0% | 20 | +3,913 | 5.33% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | No change | 49,687 | 1,236 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 44,822 | 1,130 | 0.3% | 0.3% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 39,063 | 972 | 0.0% | 0.0% | 23 | +23,698 | 154.23% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 37,406 | 931 | 0.01% | 0.0% | 24 | +10,756 | 40.36% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 34,944 | 869 | 0.0% | 0.0% | 25 | +290 | 0.84% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | New | 34,465 | 857 | 0.01% | — | 26 | +34,465 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | No change | 26,480 | 659 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 20,503 | 510 | 0.09% | 0.06% | 28 | +5,734 | 38.82% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 18,160 | 452 | 0.0% | — | 29 | +18,160 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,857 | 369 | 0.0% | 0.0% | 30 | -5,376 | -26.57% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | New | 8,081 | 201 | 0.03% | — | 31 | +8,081 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 854 | 21 | 0.0% | — | 32 | +854 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 184 | 4 | 0.0% | 0.0% | 33 | -158 | -46.2% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,082 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,234 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 07, 2026 |