MFS Active Core Plus Bond ETF (MFSB): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow MFSB for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 41

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$24.93

+0.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of MFSB (all 13F filers)

LPL Financial6.1 MWealth adviser+1.2 M
WCG Wealth Advisors2.1 MWealth adviser+376 K
Confluence Wealth Services1.2 MWealth adviser+45 K
Jones Financial Companies Lllp1.0 MWealth adviser+312 K
Marshall Financial Group1.0 MType not verified+61 K
Exchange Traded Concepts837 KType not verified+61 K
Cetera Investment Advisers513 KWealth adviser+8,261
Raymond James Financial487 KWealth adviser+225 K
Private Advisor Group477 KType not verified+442 K
Fermata Advisors463 KType not verified−11 K

Filer	Type
LPL Financial	Wealth adviser	6.1 M	+1.2 M	$151M
WCG Wealth Advisors	Wealth adviser	2.1 M	+376 K	$51.5M
Confluence Wealth Services	Wealth adviser	1.2 M	+45 K	$29.1M
Jones Financial Companies Lllp	Wealth adviser	1.0 M	+312 K	$26.2M
Marshall Financial Group	Type not verified	1.0 M	+61 K	$25.7M
Exchange Traded Concepts	Type not verified	837 K	+61 K	$20.9M
Cetera Investment Advisers	Wealth adviser	513 K	+8,261	$12.8M
Raymond James Financial	Wealth adviser	487 K	+225 K	$12.2M
Private Advisor Group	Type not verified	477 K	+442 K	$11.9M
Fermata Advisors	Type not verified	463 K	−11 K	$11.5M

LPL Financial
Shares
6.1 M
Change
+1.2 M
See more
Type
Wealth adviser
Value
$151M
WCG Wealth Advisors
Shares
2.1 M
Change
+376 K
See more
Type
Wealth adviser
Value
$51.5M
Confluence Wealth Services
Shares
1.2 M
Change
+45 K
See more
Type
Wealth adviser
Value
$29.1M
Jones Financial Companies Lllp
Shares
1.0 M
Change
+312 K
See more
Type
Wealth adviser
Value
$26.2M
Marshall Financial Group
Shares
1.0 M
Change
+61 K
See more
Type
Type not verified
Value
$25.7M
Exchange Traded Concepts
Shares
837 K
Change
+61 K
See more
Type
Type not verified
Value
$20.9M
Cetera Investment Advisers
Shares
513 K
Change
+8,261
See more
Type
Wealth adviser
Value
$12.8M
Raymond James Financial
Shares
487 K
Change
+225 K
See more
Type
Wealth adviser
Value
$12.2M
Private Advisor Group
Shares
477 K
Change
+442 K
See more
Type
Type not verified
Value
$11.9M
Fermata Advisors
Shares
463 K
Change
−11 K
See more
Type
Type not verified
Value
$11.5M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗