MFS ACTIVE EXCHANGE TRADED F (MFSV)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
43
Reporting holders
$431.4M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $162.9M | 5,700,107 | 0.04% | 4q | +24.8%+$32.3M |
| JONES FINANCIAL COMPANIES LLLP | $41.1M | 1,452,707 | 0.02% | 4q | +71.2%+$17.1M |
| Paul R. Ried Financial Group, LLC | $32.5M | 1,138,859 | 14.21% | 5q | +18.8%+$5.1M |
| SFG Wealth Management, LLC. | $31.4M | 1,099,524 | 11.30% | 3q | +17.8%+$4.7M |
| Arkadios Wealth Advisors | $29.0M | 1,013,458 | 0.44% | 5q | +18.4%+$4.5M |
| BANK OF AMERICA CORP /DE/ | $21.6M | 756,595 | 0.00% | 3q | +40.3%+$6.2M |
| Private Advisor Group, LLC | $16.8M | 588,632 | 0.08% | 3q | -28.3%-$6.6M |
| RAYMOND JAMES FINANCIAL INC | $15.3M | 534,125 | 0.00% | 3q | +85.9%+$7.0M |
| Apollon Wealth Management, LLC | $10.2M | 357,907 | 0.12% | 5q | +12.6%+$1.1M |
| &PARTNERS | $10.0M | 346,332 | 0.04% | 6q | +1.8%+$172.7K |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 340,588 | 0.00% | 5q | +2.1%+$202.3K |
| POTENTIA WEALTH | $7.6M | 267,667 | 3.13% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 212,316 | 0.01% | 7q | +28.5%+$1.3M |
| Cetera Investment Advisers | $4.6M | 161,013 | 0.00% | 3q | +25.9%+$946.3K |
| WCG Wealth Advisors LLC | $3.5M | 123,636 | 0.08% | new | NEW |
| Savvy Advisors, Inc. | $3.5M | 122,050 | 0.07% | new | NEW |
| Keating Financial Advisory Services, Inc. | $2.9M | 100,665 | 0.38% | 2q | +5.6%+$153.5K |
| BlueChip Wealth Advisors LLC | $2.6M | 91,486 | 0.99% | 2q | +138.9%+$1.5M |
| Advisory Services Network, LLC | $2.4M | 84,045 | 0.03% | 6q | +10.1%+$219.5K |
| STIFEL FINANCIAL CORP | $2.4M | 82,994 | 0.00% | 5q | +50.9%+$799.7K |
| MARS JEWETT FINANCIAL GROUP, INC. | $2.3M | 79,656 | 0.46% | 3q | -4.7%-$111.9K |
| Kingsview Wealth Management, LLC | $2.2M | 77,906 | 0.03% | 2q | +75.8%+$959.4K |
| Equitable Holdings, Inc. | $1.7M | 58,686 | 0.01% | 2q | -2.1%-$36.3K |
| Prosperity Financial Group, Inc. | $1.6M | 57,206 | 0.51% | 3q | -0.7%-$11.5K |
| GOLDMAN SACHS GROUP INC | $1.6M | 57,011 | 0.00% | 2q | +208.4%+$1.1M |
| JANE STREET GROUP, LLC | $1.1M | 39,814 | 0.00% | 4q | +10.6%+$108.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38,817 | 0.00% | 3q | +74.3%+$472.9K |
| IHT Wealth Management, LLC | $965.7K | 33,802 | 0.02% | 3q | -27.5%-$367.0K |
| Steward Partners Investment Advisory, LLC | $533.5K | 18,673 | 0.00% | 5q | -8.1%-$47.1K |
| Regal Investment Advisors LLC | $474.4K | 16,605 | 0.02% | 2q | +14.4%+$59.7K |
| BROWN ADVISORY INC | $407.4K | 14,260 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $367.9K | 12,876 | 0.01% | new | NEW |
| CRA Financial Services, LLC | $240.0K | 8,400 | 0.03% | 4q | HELD |
| ROYAL BANK OF CANADA | $210.0K | 7,334 | 0.00% | 3q | +95.9%+$102.8K |
| IFG Advisory, LLC | $193.0K | 6,757 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $71.6K | 2,506 | 0.00% | new | NEW |
| SITTNER & NELSON, LLC | $64.3K | 2,250 | 0.02% | 5q | HELD |
| MORGAN STANLEY | $62.9K | 2,201 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.9K | 450 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $7.4K | 260 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $3.3K | 116 | 0.00% | new | NEW |
| Tidemark, LLC | $3.0K | 105 | 0.00% | 2q | HELD |
| NATIXIS ADVISORS, LLC | $1.6K | 54,408 | 0.00% | 3q | +161.6% |
| FMR LLC | $914 | 32 | 0.00% | 2q | +3100.0% |
| Cambridge Investment Research Advisors, Inc. | $822 | 28,790 | 0.00% | 2q | +116.9% |
| PARK AVENUE SECURITIES LLC | $416 | 14,576 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-06 | 13G | Paul R. Ried Financial Group, LLC | 6.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $431.4M | 15,110,429 | 9 | 23 | 6 | 0.0% |
| Q1 2026 | 39 | $329.4M | 12,338,234 | 11 | 17 | 5 | 0.0% |
| Q4 2025 | 28 | $156.7M | 5,901,022 | 11 | 12 | 1 | 0.0% |
| Q3 2025 | 17 | $49.8M | 1,903,456 | 6 | 8 | 1 | 0.0% |
| Q2 2025 | 12 | $14.8M | 585,540 | 8 | 3 | 0 | 0.0% |
| Q1 2025 | 5 | $8.3M | 338,223 | 5 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $897.8K | 48,129 | 2 | 0 | 0 | 0.0% |