MFS ACTIVE CORE PLUS BOND MFSB
$24.93
+0.1% 52w: $23.70 – $25.11
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.7024.4025.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+9 QoQ
13F value
$329.3M
+199.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MFSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.8M | $120.6M | 0.0% | +564.9% |
| WCG Wealth Advisors LLC | Wealth advisor | 1.7M | $42.1M | 1.2% | New |
| Confluence Wealth Services, Inc. | Wealth advisor | 1.1M | $27.9M | 1.1% | +59.3% |
| Marshall Financial Group, LLC | Wealth advisor | 970.4K | $24.2M | 3.9% | +6.2% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 776.5K | $19.3M | 0.1% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 734.1K | $18.2M | 0.0% | +79.9% |
| Cetera Investment Advisers | Wealth advisor | 504.5K | $12.6M | 0.0% | +2871.0% |
| Fermata Advisors, LLC | Wealth advisor | 474.2K | $11.8M | 2.7% | +1.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 262.6K | $6.5M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 245.4K | $6.1M | 0.0% | -18.4% |
| Jeter Robert S II | Wealth advisor | 228.7K | $5.7M | 5.7% | — |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 181.1K | $4.5M | 2.2% | +3.3% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 178.3K | $4.4M | 0.0% | +74.3% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 164.4K | $4.1M | 1.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 106.7K | $2.7M | 0.0% | +13256.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 105.6K | $2.6M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 104.4K | $2.6M | 0.0% | +13.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 89.5K | $2.2M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 82.3K | $2.0M | 0.0% | +32.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 77.4K | $1.9M | 0.0% | +5.3% |
| &PARTNERS | Diversified mechanical | 49.7K | $1.2M | 0.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 39.1K | $972K | 0.0% | +154.2% |
| DAVENPORT & Co LLC | Diversified mechanical | 37.4K | $931K | 0.0% | +40.4% |
| Private Advisor Group, LLC | Wealth advisor | 34.9K | $870K | 0.0% | +0.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 34.5K | $858K | 0.0% | New |
| BROWN ADVISORY INC | Diversified mechanical | 26.5K | $659K | 0.0% | Held |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 20.5K | $510K | 0.1% | +38.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 18.2K | $452K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 14.9K | $370K | 0.0% | -26.6% |
| Richmond Investment Services, LLC | Wealth advisor | 8.1K | $201K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 854 | $21K | 0.0% | New |
| UBS Group AG | Bank broker | 184 | $5K | 0.0% | -46.2% |
| Tidemark, LLC | Wealth advisor | 29 | $722 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding MFSB