Who Owns MFS ACTIVE EXCHANGE TRADED (MFSB)?Hedge Fund & Institutional Holders

$24.96-0.06 (-0.24%)NYSE

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$2.302918000177741e+65T

% of Float Held

QoQ Change in Holders

+14 / -1

Price History

$24.23$24.56$24.89$25.22$25.55Dec 24Jul 25Mar 26

MFSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Confluence Wealth Services, Inc.New Position+705K+$17.8M
JONES FINANCIAL COMPANIES LLLPNew Position+408K+$10.0M
MARSHALL INVESTMENT MANAGEMENT, LLCNew Position+175K+$4.4M
NATIXIS ADVISORS, LLCNew Position+102K+$2.0M
Cambridge Investment Research Advisors, Inc.Increased+97K+$1.9M
TRUIST FINANCIAL CORPNew Position+73K+$1.9M
ROVIN CAPITAL /UT/ /ADVNew Position+45K+$1.1M
&PARTNERSNew Position+50K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+62K+$1.0M
LAUREL OAK WEALTH MANAGEMENT, LLCNew Position+15K+$372K
ENVESTNET ASSET MANAGEMENT INCNew Position+15K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+17K+$0
JANE STREET GROUP, LLCNew Position+20K+$0
Cetera Investment AdvisersNew Position+17K+$0
OSAIC HOLDINGS, INC.New Position+799+$0

MFSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Fermata Advisors, LLCDecreased-20K-$12.3B
CITADEL ADVISORS LLCDecreased-33K-$2.3B
Integrated Wealth Concepts LLCClosed Position-86K-$2.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Marshall Financial Group, LLC913,321$23.0M4.47%Share
2LPL Financial LLC728,821$18.0M0.00%Share
3Confluence Wealth Services, Inc.704,901$17.8M0.74%Share
4Fermata Advisors, LLC467,442$11.8M2.83%Share
5JONES FINANCIAL COMPANIES LLLP408,035$10.0M0.01%Share
6Cambridge Investment Research Advisors, Inc.300,513$7.0M0.02%Share
7MARSHALL INVESTMENT MANAGEMENT, LLC175,374$4.4M2.22%Share
8JPMORGAN CHASE & CO92,085$2.0M0.00%Share
9NATIXIS ADVISORS, LLC102,323$2.0M0.00%Share
10TRUIST FINANCIAL CORP73,476$1.9M0.00%Share
11ROVIN CAPITAL /UT/ /ADV44,822$1.1M0.30%Share
12&PARTNERS49,687$1.0M0.01%Share
13CITADEL ADVISORS LLC59,082$1.0M0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC61,956$1.0M0.00%Share
15DAVENPORT & Co LLC26,650$671K0.00%Share
16LAUREL OAK WEALTH MANAGEMENT, LLC14,769$372K0.06%Share
17UBS Group AG342$8K0.00%Share
18BROWN ADVISORY INC26,480$00.00%Share
19OSAIC HOLDINGS, INC.799$00.00%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP17,234$00.00%Share
21Cetera Investment Advisers16,980$00.00%Share
22ENVESTNET ASSET MANAGEMENT INC15,365$00.00%Share
23Private Advisor Group, LLC34,654$00.00%Share
24JANE STREET GROUP, LLC20,233$00.00%Share

MFSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202524$103.0M+13
Q3 202511$50.7B+3
Q2 20258$28.1B+2
Q1 20256$1.8B+4
Q4 20242$505K

As of Q4 2025, 24 institutional investors hold MFSB (MFS ACTIVE EXCHANGE TRADED). The largest holder is Marshall Financial Group, LLC with $23.0M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own MFSB?

As of Q4 2025, 24 institutional investors report holding MFSB (MFS ACTIVE EXCHANGE TRADED) in their 13F filings.

Who is the largest institutional holder of MFSB?

The largest institutional holder of MFSB is Marshall Financial Group, LLC with $23.0M in shares.

Is institutional ownership of MFSB increasing or decreasing?

This quarter, 14 institutions opened new positions in MFSB and 1 closed their positions.