§ EQUITY
USDMFSB
MFS ACTIVE CORE PLUS BOND
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
32 increased/new, 7 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 4.8M | 0.0% | +565% |
| WCG Wealth Advisors LLC | 1.7M | 1.2% | n/a |
| Confluence Wealth Services, Inc. | 1.1M | 1.1% | +59% |
| Marshall Financial Group, LLC | 970K | 3.9% | +6% |
| EXCHANGE TRADED CONCEPTS, LLC | 777K | 0.1% | n/a |
| JONES FINANCIAL COMPANIES LLLP | 734K | 0.0% | +80% |
◇ AC INTELLIGENCE
Top institutional owners for MFSB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.9% · 29 holders
DEALER / BANK2.1% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MFSB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MFSB yet.