MFSB · Insider trading · 13F holders · Congress trades
Mfs Active Exchange Traded F (MFSB)
Who is buying and selling MFSB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
MFSB at a glance
- No open-market insider purchases or sales of MFSB were filed in the last 90 days.
- 8 13F filers hold MFSB among their 50 largest positions, worth $133.8M combined. The biggest bets by portfolio weight are Jeter Robert S II (4.0%), Marshall Financial Group, LLC (3.8%) and Fermata Advisors, LLC (2.1%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in MFSB.
MFSB insider trading
No open-market insider purchases or sales of MFSB were filed in the last 90 days.
Who owns MFSB? Hedge funds and superinvestors
8 13F filers hold MFSB among their 50 largest positions, worth $133.8M combined. The biggest bets by portfolio weight are Jeter Robert S II (4.0%), Marshall Financial Group, LLC (3.8%) and Fermata Advisors, LLC (2.1%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLCWealth manager | 1.2% | $51.5M | 2,067,534 | +22.2% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.8% | $29.1M | 1,167,653 | +4.0% shares | Q2 2026 |
| Marshall Financial Group, LLCWealth manager | 3.8% | $25.7M | 1,031,497 | +6.3% shares | Q2 2026 |
| Fermata Advisors, LLCWealth manager | 2.1% | $10.9M | 458,924 | -0.9% shares | Q3 2026 |
| Jeter Robert S IIInvestment manager | 4.0% | $6.0M | 250,423 | +7.3% shares | Q3 2026 |
| Marshall Investment Management, LLCWealth manager | 1.9% | $4.5M | 179,667 | -0.8% shares | Q2 2026 |
| Flynn Zito Capital Management, LLCWealth manager | 1.1% | $4.1M | 163,879 | -0.3% shares | Q2 2026 |
| Econ Financial Services CorpWealth manager | 0.8% | $2.0M | 82,496 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 5). Screen MFSB in the grand portfolio →
MFSB stock trades by members of Congress
No member of Congress has disclosed a trade in MFSB.
MFSB questions and answers
Are insiders buying MFSB stock?
No open-market insider purchases or sales of MFSB were filed in the last 90 days.
Which hedge funds own MFSB?
8 13F filers hold MFSB among their 50 largest positions, worth $133.8M combined. The biggest bets by portfolio weight are Jeter Robert S II (4.0%), Marshall Financial Group, LLC (3.8%) and Fermata Advisors, LLC (2.1%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded MFSB?
No member of Congress has disclosed a trade in MFSB.
Who is the largest holder of MFSB?
Among 13F filers, WCG Wealth Advisors LLC reports the largest MFSB position, $51.5M (2,067,534 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Jeter Robert S II's: 4.0% of its portfolio.
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