MFSB

MFS ACTIVE EXCHANGE TRADED F

Institutional Ownership · Q4 2025

Filing: Q4 2025

MFS ACTIVE EXCHANGE TRADED F (MFSB) is held by 85 institutional investors with combined holdings of $864M. Major holders include LPL Financial LLC, Annex Advisory Services, , JONES FINANCIAL COMPANIES.

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Institutional Holders

Total Value

$864.3M

Ownership %

—

🏦 Top Institutional Holders

LPL Financial LLC

3.6M shares

$99.8M

Annex Advisory Services, LLC

3.0M shares

$91.4M

JONES FINANCIAL COMPANIES LLLP

OLD SECOND NATIONAL BANK OF AURORA

1.4M shares

$41.8M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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