Public ownership evidence

MFS Active Core Plus Bond ETF (MFSB) Ownership Disclosures

Read MFSB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

MFS Active Core Plus Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
57,661
Value (USD)
$1,437,485
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MFSB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MFSB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2057,661$1,437,485None
Equitable Holdings, Inc.2026-06-302026-08-1815,392$383,723None
WCG Wealth Advisors LLC2026-06-302026-08-152,067,534$51,543,638None
IFG Advisory, LLC2026-06-302026-08-152,144$53,451None
OSAIC HOLDINGS, INC.2026-06-302026-08-15112,976$2,816,492None
OSAIC HOLDINGS, INC.2026-06-302026-08-15799$19,918None
JANE STREET GROUP, LLC2026-06-302026-08-1577,723$1,937,634None
FLOW TRADERS U.S. LLC2026-06-302026-08-1518,192$454,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,046$200,587None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15179,667$4,479,111None
BROWN ADVISORY INC2026-06-302026-08-1526,480$660,146None
&PARTNERS2026-06-302026-08-15158,085$3,941,059None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,045,743$26,246,058None
CITADEL ADVISORS LLC2026-06-302026-08-1551,068$1,273,125None
NATIXIS ADVISORS, LLC2026-06-302026-08-15250,863$6,254,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1547,762$1,190,707None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15487,425$12,151,496None
UBS Group AG2026-06-302026-08-149$224None
Integrated Wealth Concepts LLC2026-06-302026-08-13112,792$2,811,907None
Cetera Investment Advisers2026-06-302026-08-13512,732$12,782,411None
STIFEL FINANCIAL CORP2026-06-302026-08-1366,758$1,664,278None
JPMORGAN CHASE & CO2026-06-302026-08-13112,212$2,818,765None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-08-12837,384$20,875,983None
Tidemark, LLC2026-06-302026-08-1129$723None
LPL Financial LLC2026-06-302026-08-086,067,350$151,259,022None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0846,855$1,168,101None
Global Retirement Partners, LLC2026-06-302026-08-077,059$175,981None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0458,154$1,449,786None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-31140,278$3,497,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3091,897$2,291,000None
TRUIST FINANCIAL CORP2026-06-302026-07-2967,852$1,691,550None
Detalus Advisors, LLC2026-06-302026-07-2812,550$312,872None
Private Advisor Group, LLC2026-06-302026-07-28476,857$11,888,064None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-28140,278$3,497,000None
FLYNN ZITO CAPITAL MANAGEMENT, LLC2026-06-302026-07-25163,879$4,085,494None
BENJAMIN EDWARDS INC2026-06-302026-07-2537,785$941,936None
Confluence Wealth Services, Inc.2026-06-302026-07-231,167,653$29,109,567None
EXCHANGE TRADED CONCEPTS, LLC2026-06-302026-07-23837,384$20,875,983None
LAUREL OAK WEALTH MANAGEMENT, LLC2026-06-302026-07-2212,877$321,017None
Marshall Financial Group, LLC2026-06-302026-07-211,031,497$25,715,216None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-219,034$225,218None
Jeter Robert S II2026-06-302026-07-15233,382$5,792,542None
DAVENPORT & Co LLC2026-06-302026-07-1440,239$1,003,154None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Equitable Holdings, Inc. ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗MARSHALL INVESTMENT MANAGEMENT, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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