MFSB Institutional Ownership
MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF
1W: -0.7%
1M: -2.9%
YTD: -3.4%
$23.81
-0.01 (-0.04%)
Weekly Expected Move ±0.7%
$23
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MFSB
43
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
402M
Total Invested
10
New Positions
21
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6,067,350 | 144M | +1,221,698 | +25.2% | 4Q | SEC ↗ |
| 2 | WCG Wealth Advisors LLC | 2,067,534 | 49M | +376,249 | +22.2% | 2Q | SEC ↗ |
| 3 | Confluence Wealth Services, Inc. | 1,167,653 | 28M | +44,887 | +4.0% | 3Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 1,045,743 | 25M | +311,619 | +42.4% | 4Q | SEC ↗ |
| 5 | Marshall Financial Group, LLC | 1,031,497 | 25M | +61,140 | +6.3% | 5Q | SEC ↗ |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | 837,384 | 20M | +60,840 | +7.8% | 2Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 512,732 | 12M | +8,261 | +1.6% | 3Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 487,425 | 12M | +224,794 | +85.6% | 2Q | SEC ↗ |
| 9 | Private Advisor Group, LLC | 476,857 | 11M | +441,913 | +1264.6% | 4Q | SEC ↗ |
| 10 | Fermata Advisors, LLC | 463,079 | 11M | -11,074 | -2.3% | 5Q | SEC ↗ |
| 11 | NATIXIS ADVISORS, LLC | 250,863 | 6M | +72,549 | +40.7% | 3Q | SEC ↗ |
| 12 | Jeter Robert S II | 233,382 | 6M | +4,679 | +2.0% | 2Q | SEC ↗ |
| 13 | MARSHALL INVESTMENT MANAGEMENT, LLC | 179,667 | 4M | -1,432 | -0.8% | 3Q | SEC ↗ |
| 14 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 163,879 | 4M | -477 | -0.3% | 2Q | SEC ↗ |
| 15 | &PARTNERS | 158,085 | 4M | +108,398 | +218.2% | 3Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 140,278 | 3M | -105,089 | -42.8% | 5Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 113,775 | 3M | +7,053 | +6.6% | 3Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 112,212 | 3M | +7,782 | +7.5% | 4Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC | 110,792 | 3M | +5,239 | +5.0% | 2Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 91,897 | 2M | +9,554 | +11.6% | 6Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 77,723 | 2M | +62,866 | +423.1% | 3Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 67,852 | 2M | -9,537 | -12.3% | 3Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP NEW | 66,758 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 58,154 | 1M | +19,091 | +48.9% | 3Q | SEC ↗ |
| 25 | Kingsview Wealth Management, LLC | 57,661 | 1M | +23,196 | +67.3% | 2Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC NEW | 51,068 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 47,762 | 1M | -41,710 | -46.6% | 2Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 46,855 | 1M | +28,695 | +158.0% | 2Q | SEC ↗ |
| 29 | DAVENPORT & Co LLC | 40,239 | 958K | +2,833 | +7.6% | 7Q | SEC ↗ |
| 30 | BENJAMIN EDWARDS INC NEW | 37,785 | 900K | — | +0.0% | 1Q | SEC ↗ |
| 31 | BROWN ADVISORY INC | 26,480 | 630K | — | +0.0% | 6Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC NEW | 18,192 | 433K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. NEW | 15,392 | 366K | — | +0.0% | 1Q | SEC ↗ |
| 34 | LAUREL OAK WEALTH MANAGEMENT, LLC | 12,877 | 307K | -7,626 | -37.2% | 3Q | SEC ↗ |
| 35 | Detalus Advisors, LLC NEW | 12,550 | 299K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Envestnet Portfolio Solutions, Inc. NEW | 9,034 | 215K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 8,046 | 192K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Global Retirement Partners, LLC NEW | 7,059 | 168K | — | +0.0% | 1Q | SEC ↗ |
| 39 | IFG Advisory, LLC NEW | 2,144 | 51K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Tidemark, LLC | 29 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 41 | UBS Group AG | 9 | 0K | -175 | -95.1% | 5Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 0 | 0K | -854 | -100.0% | 1Q | SEC ↗ |
| 43 | Richmond Investment Services, LLC | 0 | 0K | -8,081 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | 66,758 | 2M |
| CITADEL ADVISORS LLC | 51,068 | 1M |
| BENJAMIN EDWARDS INC | 37,785 | 900K |
| FLOW TRADERS U.S. LLC | 18,192 | 433K |
| Equitable Holdings, Inc. | 15,392 | 366K |
| Detalus Advisors, LLC | 12,550 | 299K |
| Envestnet Portfolio Solutions, Inc. | 9,034 | 215K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,046 | 192K |
| Global Retirement Partners, LLC | 7,059 | 168K |
| IFG Advisory, LLC | 2,144 | 51K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Richmond Investment Services, LLC | 8,081 | 192K |
| HARBOUR INVESTMENTS, INC. | 854 | 20K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,221,698 | +25.2% | 6,067,350 |
| Private Advisor Group, LLC | +441,913 | +1264.6% | 476,857 |
| WCG Wealth Advisors LLC | +376,249 | +22.2% | 2,067,534 |
| JONES FINANCIAL COMPANIES LLLP | +311,619 | +42.4% | 1,045,743 |
| RAYMOND JAMES FINANCIAL INC | +224,794 | +85.6% | 487,425 |
| &PARTNERS | +108,398 | +218.2% | 158,085 |
| NATIXIS ADVISORS, LLC | +72,549 | +40.7% | 250,863 |
| JANE STREET GROUP, LLC | +62,866 | +423.1% | 77,723 |
| Marshall Financial Group, LLC | +61,140 | +6.3% | 1,031,497 |
| EXCHANGE TRADED CONCEPTS, LLC | +60,840 | +7.8% | 837,384 |
| Confluence Wealth Services, Inc. | +44,887 | +4.0% | 1,167,653 |
| MML INVESTORS SERVICES, LLC | +28,695 | +158.0% | 46,855 |
| Kingsview Wealth Management, LLC | +23,196 | +67.3% | 57,661 |
| ENVESTNET ASSET MANAGEMENT INC | +19,091 | +48.9% | 58,154 |
| COMMONWEALTH EQUITY SERVICES, LLC | +9,554 | +11.6% | 91,897 |
| Cetera Investment Advisers | +8,261 | +1.6% | 512,732 |
| JPMORGAN CHASE & CO | +7,782 | +7.5% | 112,212 |
| OSAIC HOLDINGS, INC. | +7,053 | +6.6% | 113,775 |
| Integrated Wealth Concepts LLC | +5,239 | +5.0% | 110,792 |
| Jeter Robert S II | +4,679 | +2.0% | 233,382 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | -105,089 | -42.8% | 140,278 |
| GOLDMAN SACHS GROUP INC | -41,710 | -46.6% | 47,762 |
| Fermata Advisors, LLC | -11,074 | -2.3% | 463,079 |
| TRUIST FINANCIAL CORP | -9,537 | -12.3% | 67,852 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | -7,626 | -37.2% | 12,877 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -1,432 | -0.8% | 179,667 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | -477 | -0.3% | 163,879 |
| UBS Group AG | -175 | -95.1% | 9 |