Vault-13

MFS ACTIVE EXCHANGE TRADED F MFSV

VALUE ETF · ETP · CUSIP 55286W504

46 institutional holders +5 vs Q1 2026
15,208,20315.2m shares reported held*
$434.2mreported value*
9 new 25 added 6 reduced 4 sold out net bought ≈ $80.7m (+2.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $28.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 3Q1 25: 8Q2 25: 16Q3 25: 19Q4 25: 30Q1 26: 41Q2 26: 4646Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20243
Q1 20258
Q2 202516
Q3 202519
Q4 202530
Q1 202641
Q2 202646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 7 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 13 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 4 cut or sold outQ3 25Q4 25: 25 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 33 bought or addedQ1 26: 6 cut or sold outQ1 26Q2 26: 34 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202571
Q2 2025131
Q3 2025154
Q4 2025253
Q1 2026336
Q2 20263410

Biggest buyers

LPL Financial LLC Added +1,131,449+1.1m
JONES FINANCIAL COMPANIES LLLP Added +603,980+604.0k
POTENTIA WEALTH New +267,667+267.7k
RAYMOND JAMES FINANCIAL INC Added +246,754+246.8k
BANK OF AMERICA CORP /DE/ Added +217,439+217.4k
Paul R. Ried Financial Group, LLC Added +180,040+180.0k
SFG Wealth Management, LLC. Added +165,926+165.9k
Arkadios Wealth Advisors Added +157,481+157.5k
WCG Wealth Advisors LLC New +123,636+123.6k
Savvy Advisors, Inc. New +122,050+122.0k

Biggest sellers

Greenbush Financial Group, LLC Sold out -515,923-515.9k
Private Advisor Group, LLC Reduced -231,895-231.9k
Richmond Investment Services, LLC Sold out -14,689-14.7k
IHT Wealth Management, LLC Reduced -12,845-12.8k
Mariner, LLC Sold out -8,333-8.3k
MARS JEWETT FINANCIAL GROUP, INC. Reduced -3,918-3.9k
Steward Partners Investment Advisory, LLC Reduced -1,647-1.6k
Equitable Holdings, Inc. Reduced -1,270-1.3k
HARBOUR INVESTMENTS, INC. Sold out -875-875
Prosperity Financial Group, Inc. Reduced -401-401

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Paul R. Ried Financial Group, LLC 13G · institution new · filed 2026-07-06 6.2% new 1.1m≈ $32.5m 2026-07-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 5,700,1075.7m $162.9m $162.9m 0.04% Added +1.1m +1,131,449
2 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,452,7071.5m $41.1m $41.1m 0.02% Added +604.0k +603,980
3 Paul R. Ried Financial Group, LLC 14.21% of their portfolio BELLEVUE, WA 1,138,8591.1m $32.5m $32.5m 14.21% Added +180.0k +180,040
4 SFG Wealth Management, LLC. 11.30% of their portfolio TOWSON, MD 1,099,5241.1m $31.4m $31.4m 11.30% Added +165.9k +165,926
5 Arkadios Wealth Advisors 0.44% of their portfolio ATLANTA, GA 1,013,4581.0m $29.0m $29.0m 0.44% Added +157.5k +157,481
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 756,595756.6k $21.6m $21.6m 0.00% Added +217.4k +217,439
7 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 588,632588.6k $16.8m $16.8m 0.08% Reduced -231.9k -231,895
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 534,125534.1k $15.3m $15.3m 0.00% Added +246.8k +246,754
9 Apollon Wealth Management, LLC 0.12% of their portfolio MOUNT PLEASANT, SC 357,907357.9k $10.2m $10.2m 0.12% Added +40.2k +40,189
10 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 346,332346.3k $10.0m $10.0m 0.04% Added +6.0k +6,010
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 340,588340.6k $9.7m $9.7m 0.00% Added +7.1k +7,080
12 POTENTIA WEALTH 3.13% of their portfolio SAN JOSE, CA 267,667267.7k $7.6m $7.6m 3.13% New
13 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 212,316212.3k $6.1m $6.1m 0.01% Added +47.0k +47,027
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 161,013161.0k $4.6m $4.6m 0.00% Added +33.1k +33,122
15 WCG Wealth Advisors LLC 0.08% of their portfolio LAS VEGAS, NV 123,636123.6k $3.5m $3.5m 0.08% New
16 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 122,050122.0k $3.5m $3.5m 0.07% New
17 Keating Financial Advisory Services, Inc. 0.38% of their portfolio MANHATTAN, KS 100,665100.7k $2.9m $2.9m 0.38% Added +5.4k +5,372
18 BlueChip Wealth Advisors LLC 0.99% of their portfolio Milton, GA 91,48691.5k $2.6m $2.6m 0.99% Added +53.2k +53,199
19 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 84,04584.0k $2.4m $2.4m 0.03% Added +7.7k +7,683
20 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 82,99483.0k $2.4m $2.4m 0.00% Added +28.0k +27,991
21 MARS JEWETT FINANCIAL GROUP, INC. 0.46% of their portfolio BELLEVUE, WA 79,65679.7k $2.3m $2.3m 0.46% Reduced -3.9k -3,918
22 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 77,90677.9k $2.2m $2.2m 0.03% Added +33.6k +33,582
23 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 58,68658.7k $1.7m $1.7m 0.01% Reduced -1.3k -1,270
24 Prosperity Financial Group, Inc. 0.51% of their portfolio San Ramon, CA 57,20657.2k $1.6m $1.6m 0.51% Reduced -401 -401
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 57,01157.0k $1.6m $1.6m 0.00% Added +38.5k +38,526
26 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 54,40854.4k $1.6m $1.6m 0.00% Added +33.6k +33,609
27 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 39,81439.8k $1.1m $1.1m 0.00% Added +3.8k +3,812
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,81738.8k $1.1m $1.1m 0.00% Added +16.6k +16,553
29 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 33,80233.8k $965.7k $965.7k 0.02% Reduced -12.8k -12,845
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,79028.8k $822.0k $822.0k 0.00% Added +15.5k +15,517
31 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 18,67318.7k $533.5k $533.5k 0.00% Reduced -1.6k -1,647
32 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 16,60516.6k $474.4k $474.4k 0.02% Added +2.1k +2,090
33 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 14,57614.6k $416.0k $416.0k 0.00% New
34 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 14,26014.3k $407.4k $407.4k 0.00% Unchanged
35 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 12,87612.9k $367.9k $367.9k 0.01% First filing
36 CRA Financial Services, LLC 0.03% of their portfolio NORTHFIELD, NJ 8,4008.4k $240.0k $240.0k 0.03% Unchanged
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,3347.3k $210.0k $210.0k 0.00% Added +3.6k +3,591
38 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 6,7576.8k $193.0k $193.0k 0.01% New
39 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,5062.5k $71.6k $71.6k 0.00% New
40 SITTNER & NELSON, LLC 0.02% of their portfolio EUGENE, OR 2,2502.2k $64.3k $64.3k 0.02% Unchanged
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,2012.2k $62.9k $62.9k 0.00% New
42 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 450450 $12.9k $12.9k 0.00% Unchanged
43 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 260260 $7.4k $7.4k 0.00% New
44 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 116116 $3.3k $3.3k 0.00% New
45 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 105105 $3.0k $3.0k 0.00% Unchanged
46 FMR LLC 0.00% of their portfolio BOSTON, MA 3232 $914 $914 0.00% Added +31 +31