MFS ACTIVE EXCHANGE TRADED F MFSV
VALUE ETF · ETP · CUSIP 55286W504
41
institutional holders
+11 vs Q4 2025
12.4m
shares reported held*
$330.3mreported value*
12 new
21 added
5 reduced
1 sold out
net bought ≈ $172.5m (+6.5m 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 ≈ $26.70.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 3 |
| Q1 2025 | 8 |
| Q2 2025 | 16 |
| Q3 2025 | 19 |
| Q4 2025 | 30 |
| Q1 2026 | 41 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 7 | 1 |
| Q2 2025 | 13 | 1 |
| Q3 2025 | 15 | 4 |
| Q4 2025 | 25 | 3 |
| Q1 2026 | 33 | 6 |
Biggest buyers
| LPL Financial LLC | Added | +3.3m |
| JONES FINANCIAL COMPANIES LLLP | Added | +471.2k |
| BANK OF AMERICA CORP /DE/ | Added | +448.1k |
| Paul R. Ried Financial Group, LLC | Added | +362.4k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +313.3k |
| &PARTNERS | Added | +311.7k |
| RAYMOND JAMES FINANCIAL INC | Added | +278.9k |
| SFG Wealth Management, LLC. | Added | +274.0k |
| Arkadios Wealth Advisors | Added | +152.2k |
| Greenbush Financial Group, LLC | Added | +131.1k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -42.5k |
| STIFEL FINANCIAL CORP | Reduced | -21.4k |
| JANE STREET GROUP, LLC | Reduced | -13.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -6.1k |
| IHT Wealth Management, LLC | Reduced | -1.7k |
| Steward Partners Investment Advisory, LLC | Reduced | -627 |
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.
| Holder | Stake |
|---|---|
| Paul R. Ried Financial Group, LLC 13G · institution new · filed 2026-07-06 | 6.2% |
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.03% of their portfolio | 4.6m $122.1m | Added +3.3m |
| Paul R. Ried Financial Group, LLC 11.91% of their portfolio | 958.8k $25.6m | Added +362.4k |
| SFG Wealth Management, LLC. 10.27% of their portfolio | 933.6k $25.0m | Added +274.0k |
| Arkadios Wealth Advisors 0.38% of their portfolio | 856.0k $22.9m | Added +152.2k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 848.7k $22.3m | Added +471.2k |
| Private Advisor Group, LLC 0.10% of their portfolio | 820.5k $21.9m | Added +31.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 539.2k $14.4m | Added +448.1k |
| Greenbush Financial Group, LLC 4.57% of their portfolio | 515.9k $13.8m | Added +131.1k |
| &PARTNERS 0.04% of their portfolio | 340.3k $9.1m | Added +311.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 333.5k $8.9m | Added +313.3k |
| Apollon Wealth Management, LLC 0.14% of their portfolio | 317.7k $8.5m | Added +79.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 287.4k $7.7m | Added +278.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 165.3k $4.4m | Added +64.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 127.9k $3.4m | Added +26.1k |
| Keating Financial Advisory Services, Inc. 0.41% of their portfolio | 95.3k $2.5m | New |
| MARS JEWETT FINANCIAL GROUP, INC. 0.71% of their portfolio | 83.6k $2.2m | Added +1.7k |
| Advisory Services Network, LLC 0.03% of their portfolio | 76.4k $2.0m | Added +6.8k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 60.0k $1.6m | New |
| Prosperity Financial Group, Inc. 0.57% of their portfolio | 57.6k $1.5m | Added +130 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 55.0k $1.5m | Reduced -21.4k |
| IHT Wealth Management, LLC 0.03% of their portfolio | 46.6k $1.2m | Reduced -1.7k |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 44.3k $1.2m | New |
| BlueChip Wealth Advisors LLC 0.45% of their portfolio | 38.3k $1.0m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 36.0k $962.3k | Reduced -13.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 22.3k $595.1k | Reduced -6.1k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 20.8k $556.0k | Added +5.0k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 20.3k $543.2k | Reduced -627 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 18.5k $494.1k | New |
| Richmond Investment Services, LLC 0.06% of their portfolio | 14.7k $392.6k | New |
| Regal Investment Advisors LLC 0.02% of their portfolio | 14.5k $388.0k | New |
| BROWN ADVISORY INC 0.00% of their portfolio | 14.3k $381.2k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 13.3k $355.0k | New |
| CRA Financial Services, LLC 0.03% of their portfolio | 8.4k $224.5k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 8.3k $222.7k | Added +15 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.7k $100.0k | Added +2.1k |
| CWM, LLC 0.00% of their portfolio | 3.0k $80.3k | Added +12 |
| SITTNER & NELSON, LLC 0.02% of their portfolio | 2.2k $60.1k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 875 $23.4k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 450 $12.0k | New |
| Tidemark, LLC 0.00% of their portfolio | 105 $2.8k | New |
| FMR LLC 0.00% of their portfolio | 1 $27 | New |