Funds holding MFS Active Core Plus Bond ETF
ISIN US55286W1080 · United States
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 20.9M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Bluemonte Diversified Income ETF EXCHANGE TRADED CONCEPTS TRUST | 851,580 | 20.9M $ | 19.40 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Bluemonte Diversified Income ETF EXCHANGE TRADED CONCEPTS TRUST | 19.40 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 851,580 | +6.3 % |
| 2026Q2 | 1 | 800,880 |
Institutional managers
33 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 4,845,652 | 120.6M $ | as of Mar 31, 2026 |
| WCG Wealth Advisors LLC | 1,691,285 | 42.1M $ | as of Mar 31, 2026 |
| Confluence Wealth Services, Inc. | 1,122,766 | 27.9M $ | as of Mar 31, 2026 |
| Marshall Financial Group, LLC | 970,357 | 24.2M $ | as of Mar 31, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | 776,544 | 19.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 734,124 | 18.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 504,471 | 12.6M $ | as of Mar 31, 2026 |
| Fermata Advisors, LLC | 474,153 | 11.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 262,631 | 6.5M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 245,367 | 6.1K $ | as of Mar 31, 2026 |
| Jeter Robert S II | 228,703 | 5.7M $ | as of Mar 31, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 181,099 | 4.5M $ | as of Mar 31, 2026 |
| NATIXIS ADVISORS, LLC | 178,314 | 4.4K $ | as of Mar 31, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 164,356 | 4.1M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 106,722 | 2.7M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 105,553 | 2.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 104,430 | 2.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 89,472 | 2.2M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 82,343 | 2M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 77,389 | 1.9M $ | as of Mar 31, 2026 |
| &PARTNERS | 49,687 | 1.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 39,063 | 972.3K $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 37,406 | 931K $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 34,944 | 869.7K $ | as of Mar 31, 2026 |
| Kingsview Wealth Management, LLC | 34,465 | 857.8K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding MFS Active Core Plus Bond ETF". https://titelia.com/en/stocks/mfs-active-core-plus-bond-etf-US55286W1080