Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
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Equity / CORE PLUS BD ETF
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Number of holders
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9
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Total 13F shares, excl. options
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1.29M
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Shares change
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+1.21M
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Total reported value, excl. options
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$32.1M
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Value change
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+$30M
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Number of buys
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7
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Number of sells
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-1
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Price
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$24.96
Significant Holders of MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) as of Q2 2025
10 filings reported holding MFSB - MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF as of Q2 2025.
MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.29M shares
.
Largest 10 shareholders include Marshall Financial Group, LLC (735K shares), Fermata Advisors, LLC (356K shares), Cambridge Investment Research Advisors, Inc. (91.2K shares), BROWN ADVISORY INC (26.5K shares), COMMONWEALTH EQUITY SERVICES, LLC (24.4K shares), DAVENPORT & Co LLC (20.6K shares), GOLDMAN SACHS GROUP INC (19.5K shares), JANE STREET GROUP, LLC (18.1K shares), UBS Group AG (199 shares), and JPMORGAN CHASE & CO (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.