Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
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Equity / CORE PLUS BD ETF
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Number of holders
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13
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Total 13F shares, excl. options
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2.32M
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Shares change
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+1.02M
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Total reported value, excl. options
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$58.4M
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Value change
-
+$25.8M
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Number of buys
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11
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Number of sells
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-3
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Price
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$25.23
Significant Holders of MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) as of Q3 2025
15 filings reported holding MFSB - MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF as of Q3 2025.
MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.32M shares
.
Largest 10 shareholders include Marshall Financial Group, LLC (799K shares), Fermata Advisors, LLC (487K shares), LPL Financial LLC (401K shares), Cambridge Investment Research Advisors, Inc. (203K shares), CITADEL ADVISORS LLC (92.1K shares), Integrated Wealth Concepts LLC (86.3K shares), JPMORGAN CHASE & CO (85.1K shares), JONES FINANCIAL COMPANIES LLLP (62.5K shares), COMMONWEALTH EQUITY SERVICES, LLC (39.6K shares), and BROWN ADVISORY INC (26.5K shares).
This table shows the top 13 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.