MFSB

Mfs Active Core Plus Bond

+$219.5M

Net Activity

Institutions Holding

33

Popularity Rank

#7002

Avg Weight

0.56%

Total Value

$329.3M

Ownership Trend

33 institutions currently hold MFSB, with 27 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

27

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$120.6M
WW
WCG Wealth Advisors LLC
$42.1M
CW
Confluence Wealth Services, Inc.
$27.9M
MF
Marshall Financial Group, LLC
$24.2M
ET
Exchange Traded Concepts, LLC
$19.3M

Top 5 by Conviction

JR
Jeter Robert S II
5.70%
MF
Marshall Financial Group, LLC
3.87%
FA
Fermata Advisors, LLC
2.66%
MI
Marshall Investment Management, LLC
2.16%
FZ
Flynn Zito Capital Management, LLC
1.31%
View all 33 holding institutions

Quarterly Activity

Recent Activity

+$315.2M

Total Buy Value

$10.0M

Total Sell Value

New buy11
Trim3
Add16
Sold out2

27

Net Buyers

5

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding MFS ACTIVE CORE PLUS BOND (MFSB)?
Major stakeholders currently include LPL Financial LLC ($120.6M), WCG Wealth Advisors LLC ($42.1M), Confluence Wealth Services, Inc. ($27.9M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in MFSB.
What is the overall institutional sentiment toward MFSB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $219.5M, driven by 27 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their MFSB positions?
In the latest period, 3 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $10.0M.
Are there any notable investors adding MFSB to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $315.2M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail