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MFS Active Core Plus Bond (MFSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares7,419,242 from 6,067,350
Change+1,351,892 (+22%)
Value$176.5M (+$25.2M)
Filed 2026-11-06
Confluence Wealth Services, Inc.
INCREASED
Shares1,344,068 from 1,167,653
Change+176,415 (+15%)
Value$32.0M (+$2.9M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares936,756 from 837,384
Change+99,372 (+12%)
Value$22.3M (+$1.4M)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares458,924 from 463,079
Change-4,155 (-1%)
Value$10.9M (-$626.8K)
Filed 2026-10-13
Jeter Robert S II
INCREASED
Shares250,423 from 233,382
Change+17,041 (+7%)
Value$6.0M (+$200.1K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
INCREASED
Shares167,274 from 163,879
Change+3,395 (+2%)
Value$4.0M (-$106.1K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares156,142 from 91,897
Change+64,245 (+70%)
Value$3.7M (+$1.4M)
Filed 2026-11-02
Econ Financial Services Corp
NEW
Shares82,496
Change+82,496
Value$2.0M
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares68,909 from 67,852
Change+1,057 (+2%)
Value$1.6M (-$52.2K)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares42,446 from 40,239
Change+2,207 (+5%)
Value$1.0M (+$6.6K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares38,009 from 12,877
Change+25,132 (+195%)
Value$904.2K (+$583.2K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares37,648 from 140,278
Change-102,630 (-73%)
Value$896 (-$3.5M)
Filed 2026-11-02
Firestone Capital Management
NEW
Shares34,842
Change+34,842
Value$828.9K
Filed 2026-11-03
Bank of New York Mellon Corp
NEW
Shares19,635
Change+19,635
Value$467.1K
Filed 2026-11-05
UMB Bank, n.a.
NEW
Shares15,578
Change+15,578
Value$370.6K
Filed 2026-11-06
Brown, Lisle Ings, Inc.
NEW
Shares110
Change+110
Value$2.6K
Filed 2026-10-16
Detalus Advisors, LLC
CLOSED
Shares0 from 12,550
Change-12,550 (-100%)
Value$0 (-$312.9K)
Filed 2026-10-15
WCG Wealth Advisors LLC
N/A
Shares— from 2,067,534
Change-2,067,534 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,045,743
Change-1,045,743 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,031,497
Change-1,031,497 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 512,732
Change-512,732 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 487,425
Change-487,425 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 476,857
Change-476,857 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 250,863
Change-250,863 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 179,667
Change-179,667 (-100%)
Value—
&partners
N/A
Shares— from 158,085
Change-158,085 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 113,775
Change-113,775 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 112,212
Change-112,212 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 110,792
Change-110,792 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 77,723
Change-77,723 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 66,758
Change-66,758 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 58,154
Change-58,154 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 57,661
Change-57,661 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 51,068
Change-51,068 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 47,762
Change-47,762 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 46,855
Change-46,855 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 37,785
Change-37,785 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 26,480
Change-26,480 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,192
Change-18,192 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,392
Change-15,392 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
LPL Financial LLC
INCREASED7,419,2426,067,350+1,351,892+22%$151.3M$176.5M+$25.2M2026-11-06
Confluence Wealth Services, Inc.
INCREASED1,344,0681,167,653+176,415+15%$29.1M$32.0M+$2.9M2026-11-05
Exchange Traded Concepts, LLC
INCREASED936,756837,384+99,372+12%$20.9M$22.3M+$1.4M2026-10-28
Fermata Advisors, LLC
DECREASED458,924463,079-4,155-1%$11.5M$10.9M-$626.8K2026-10-13
Jeter Robert S II
INCREASED250,423233,382+17,041+7%$5.8M$6.0M+$200.1K2026-10-16
Flynn Zito Capital Management, LLC
INCREASED167,274163,879+3,395+2%$4.1M$4.0M-$106.1K2026-11-04
Commonwealth Equity Services, LLC
INCREASED156,14291,897+64,245+70%$2.3M$3.7M+$1.4M2026-11-02
Econ Financial Services Corp
NEW82,496—+82,496——$2.0M—2026-10-19
Truist Financial Corp
INCREASED68,90967,852+1,057+2%$1.7M$1.6M-$52.2K2026-10-30
Davenport & Co LLC
INCREASED42,44640,239+2,207+5%$1.0M$1.0M+$6.6K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED38,00912,877+25,132+195%$321.0K$904.2K+$583.2K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED37,648140,278-102,630-73%$3.5M$896-$3.5M2026-11-02
Firestone Capital Management
NEW34,842—+34,842——$828.9K—2026-11-03
Bank of New York Mellon Corp
NEW19,635—+19,635——$467.1K—2026-11-05
UMB Bank, n.a.
NEW15,578—+15,578——$370.6K—2026-11-06
Brown, Lisle Ings, Inc.
NEW110—+110——$2.6K—2026-10-16
Detalus Advisors, LLC
CLOSED012,550-12,550-100%$312.9K$0-$312.9K2026-10-15
WCG Wealth Advisors LLC
N/A—2,067,534-2,067,534-100%$51.5M———
Jones Financial Companies Lllp
N/A—1,045,743-1,045,743-100%$26.2M———
Marshall Financial Group, LLC
N/A—1,031,497-1,031,497-100%$25.7M———
Cetera Investment Advisers
N/A—512,732-512,732-100%$12.8M———
Raymond James Financial Inc
N/A—487,425-487,425-100%$12.2M———
Private Advisor Group, LLC
N/A—476,857-476,857-100%$11.9M———
Natixis Advisors, LLC
N/A—250,863-250,863-100%$6.3M———
Marshall Investment Management, LLC
N/A—179,667-179,667-100%$4.5M———
&partners
N/A—158,085-158,085-100%$3.9M———
Osaic Holdings, Inc.
N/A—113,775-113,775-100%$2.8M———
JPMorgan Chase & Co
N/A—112,212-112,212-100%$2.8M———
Integrated Wealth Concepts LLC
N/A—110,792-110,792-100%$2.8M———
Jane Street Group, LLC
N/A—77,723-77,723-100%$1.9M———
Stifel Financial Corp
N/A—66,758-66,758-100%$1.7M———
Envestnet Asset Management Inc
N/A—58,154-58,154-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—57,661-57,661-100%$1.4M———
Citadel Advisors LLC
N/A—51,068-51,068-100%$1.3M———
Goldman Sachs Group Inc
N/A—47,762-47,762-100%$1.2M———
MML Investors Services, LLC
N/A—46,855-46,855-100%$1.2M———
Benjamin Edwards Inc
N/A—37,785-37,785-100%$941.9K———
Brown Advisory Inc
N/A—26,480-26,480-100%$660.1K———
Flow Traders U.S. LLC
N/A—18,192-18,192-100%$454.0K———
Equitable Holdings, Inc.
N/A—15,392-15,392-100%$383.7K———
Envestnet Portfolio Solutions, Inc.
N/A—9,034-9,034-100%$225.2K———
Susquehanna International Group, LLP
N/A—8,046-8,046-100%$200.6K———
Global Retirement Partners, LLC
N/A—7,059-7,059-100%$176.0K———
IFG Advisory, LLC
N/A—2,144-2,144-100%$53.5K———
Tidemark, LLC
N/A—29-29-100%$723———
UBS Group AG
N/A—9-9-100%$224———
Showing 46 of 46 institutions