Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CORE PLUS BD ETF
-
Total 13F shares
-
2,316,384
-
Share change
-
+1,024,118
-
Total reported value
-
$58,433,505
-
Price per share
-
$25.22
-
Number of holders
-
13
-
Value change
-
+$25,846,354
-
Number of buys
-
11
-
Number of sells
-
3
Institutional Holders of MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) as of Q3 2025
As of 30 Sep 2025,
MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF (MFSB) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,316,384 shares.
The largest 10 holders included
Marshall Financial Group, LLC, Fermata Advisors, LLC, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., CITADEL ADVISORS LLC, Integrated Wealth Concepts LLC, JPMORGAN CHASE & CO, JONES FINANCIAL COMPANIES LLLP, COMMONWEALTH EQUITY SERVICES, LLC, and BROWN ADVISORY INC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.