Public ownership evidence

MFS Active Intermediate Muni Bond ETF (MFSM) Ownership Disclosures

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

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

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

MFS Active Intermediate Muni 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
14,702
Value (USD)
$370,343
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 MFSM fundamentals

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

Read MFSM 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, LLC2026-06-302026-08-2014,702$370,343None
Aspen Grove Capital, LLC2026-06-302026-08-1516,000$404,216None
JANE STREET GROUP, LLC2026-06-302026-08-158,604$216,735None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15258,876$6,535,836None
NATIXIS ADVISORS, LLC2026-06-302026-08-15104,209$2,625,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1522,957$578,287None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15226,531$5,706,316None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1528,778$724,918None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,803$120,988None
Landmark Wealth Management, LLC2026-06-302026-08-1127,293$687,519None
LPL Financial LLC2026-06-302026-08-08782,623$19,714,279None
Platt Wealth Management LLC2026-06-302026-08-0440,475$1,019,000None
FAS Wealth Partners, Inc.2026-06-302026-07-3071,791$1,808,420None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2962,443$1,572,942None
Private Advisor Group, LLC2026-06-302026-07-2819,887$500,960None
CRA Financial Services, LLC2026-06-302026-07-2512,500$314,875None
LAUREL OAK WEALTH MANAGEMENT, LLC2026-06-302026-07-2251,936$1,308,268None
Marshall Financial Group, LLC2026-06-302026-07-2115,383$387,498None

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

Kingsview Wealth Management, LLC ↗Aspen Grove Capital, LLC ↗JANE STREET GROUP, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗NATIXIS ADVISORS, LLC ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗Steward Partners Investment Advisory, LLC ↗Landmark Wealth 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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