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MFS Active Core Plus Bond (MFSB)

CUSIP: 55286W108 | NYSE | 49 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Confluence Wealth Services, Inc.1,344,068
0.8% of portfolio›$32.0M
Exchange Traded Concepts, LLC936,756
0.1% of portfolio›$22.3M
Fermata Advisors, LLC458,924
2.1% of portfolio›$10.9M
Jeter Robert S II250,423
4.0% of portfolio›$6.0M
Flynn Zito Capital Management, LLC167,274
1.1% of portfolio›$4.0M
Commonwealth Equity Services, LLC156,142
0.0% of portfolio›$3.7M
Econ Financial Services Corp82,496
0.8% of portfolio›$2.0M
Truist Financial Corp68,909
0.0% of portfolio›$1.6M
Davenport & Co LLC42,446
0.0% of portfolio›$1.0M
Laurel OAK Wealth Management, LLC38,009
0.1% of portfolio›$904.2K
Cambridge Investment Research Advisors, Inc.37,648
0.0% of portfolio›$896
Firestone Capital Management34,842
0.2% of portfolio›$828.9K
Bank of New York Mellon Corp19,635
0.0% of portfolio›$467.1K
Brown, Lisle Ings, Inc.110
0.0% of portfolio›$2.6K
StyleTurnoverLocationFiled
Confluence Wealth Services, Inc.
1,344,068$32.0M0.8%ETFVery LowMcmurray, PA2026-11-05
Exchange Traded Concepts, LLC
936,756$22.3M0.1%GrowthMediumOklahoma City, OK2026-10-28
Fermata Advisors, LLC
458,924$10.9M2.1%ETFLowSonoma, CA2026-10-13
Jeter Robert S II
250,423$6.0M4.0%ETFVery LowBethany Beach, DE2026-10-16
Flynn Zito Capital Management, LLC
167,274$4.0M1.1%ETFLowGarden City, NY2026-11-04
Commonwealth Equity Services, LLC
156,142$3.7M0.0%ETFLowWaltham, MA2026-11-02
Econ Financial Services Corp
82,496$2.0M0.8%YieldVery HighHarrisburg, PA2026-10-19
Truist Financial Corp
68,909$1.6M0.0%CoreLowCharlotte, NC2026-10-30
Davenport & Co LLC
42,446$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Laurel OAK Wealth Management, LLC
38,009$904.2K0.1%GrowthLowMarlton, NJ2026-10-19
Cambridge Investment Research Advisors, Inc.
37,648$8960.0%ETFLowFairfield, IA2026-11-02
Firestone Capital Management
34,842$828.9K0.2%ETFVery LowSouth Miami, FL2026-11-03
Bank of New York Mellon Corp
19,635$467.1K0.0%CoreLowNew York, NY2026-11-05
Brown, Lisle Ings, Inc.
110$2.6K0.0%CoreVery LowProvidence, RI2026-10-16