Institutional Ownership
Mfs Active Exchange Traded F
CUSIP 55286W108CORE PLUS BD ETFMFSBQ1 2026
Institutional Holders
33
13F filers
Shares Held
13.23M
Aggregate institutional
Institutional Value
$318.74M
Q1 2026
Net New Holders
+9
11 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased16
Decreased3
Sold out2
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 4.85M | $120.61M | +4.12M | Added |
| 2 | Wcg Wealth Advisors LLC | 1.69M | $42.10M | +1.69M | New |
| 3 | Confluence Wealth Services, Inc. | 1.12M | $27.95M | +417.9K | Added |
| 4 | Marshall Financial Group, LLC | 970.4K | $24.15M | +57.0K | Added |
| 5 | Exchange Traded Concepts, LLC | 776.5K | $19.33M | +776.5K | New |
| 6 | Jones Financial Companies Lllp | 734.1K | $18.21M | +326.1K | Added |
| 7 | Cetera Investment Advisers | 504.5K | $12.56M | +487.5K | Added |
| 8 | Fermata Advisors, LLC | 474.2K | $11.80M | +6.7K | Added |
| 9 | Raymond James Financial Inc | 262.6K | $6.54M | +262.6K | New |
| 10 | Jeter Robert S II | 228.7K | $5.73M | +228.7K | First Filing |
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