MFS Active ValueMFSVETF
13F holders, Q2 2026 (June 30)45holders +4
8new positions
4sold out
$28.55avg. 13F price*
At the end of Q2 2026, 45 institutions reported holding MFS Active Value (MFSV) in their 13F filings, up 4 from Q1 2026. 8 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($162.9M), Jones Financial Companies LLLP ($41.1M) and Paul R. Ried Financial Group, LLC ($32.5M).
- Company
- MFS Active Value
- CUSIP
- 55286W504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $15.3M |
| Exits | 4 | $14.4M |
All 13F filers, Q1 2026 → Q2 2026: 3,600,921 shares bought and 791,796 shares sold, net +2,809,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| LPL Financial LLC | 0.04% | Add +24.8% | 5,700,107 | $162.9M |
| Jones Financial Companies LLLP | 0.02% | Add +71.2% | 1,452,707 | $41.1M |
| Paul R. Ried Financial Group, LLC | 14.21% | Add +18.8% | 1,138,859 | $32.5M |
| SFG Wealth Management, LLC. | 11.30% | Add +17.8% | 1,099,524 | $31.4M |
| Arkadios Wealth Advisors | 0.44% | Add +18.4% | 1,013,458 | $29.0M |
| Bank of America Corp. | 0.00% | Add +40.3% | 756,595 | $21.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -28.3% | 588,632 | $16.8M |
| Raymond James Financial Inc. | 0.00% | Add +85.9% | 534,125 | $15.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +12.7% | 357,907 | $10.2M |
| &partners | 0.04% | Add +1.8% | 346,332 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 340,588 | $9.7M |
| Potentia Wealth | 3.13% | New | 267,667 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +28.4% | 212,316 | $6.1M |
| Cetera Investment Advisers | 0.00% | Add +25.9% | 161,013 | $4.6M |
| WCG Wealth Advisors LLC | 0.08% | New | 123,636 | $3.5M |
| Savvy Advisors, Inc. | 0.07% | New | 122,050 | $3.5M |
| Keating Financial Advisory Services, Inc. | 0.38% | Add +5.6% | 100,665 | $2.9M |
| BlueChip Wealth Advisors LLC | 0.99% | Add +138.9% | 91,486 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +10.1% | 84,045 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +50.9% | 82,994 | $2.4M |
| Mars Jewett Financial Group, Inc. | 0.46% | Reduce -4.7% | 79,656 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +75.8% | 77,906 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.1% | 58,686 | $1.7M |
| Prosperity Financial Group, Inc. | 0.51% | Reduce -0.7% | 57,206 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +208.4% | 57,011 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +161.6% | 54,408 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +10.6% | 39,814 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +74.3% | 38,817 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -27.5% | 33,802 | $966K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.1% | 18,673 | $533K |
| Regal Investment Advisors LLC | 0.02% | Add +14.4% | 16,605 | $474K |
| Park Avenue Securities LLC | 0.00% | New | 14,576 | $416K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 14,395 | $411K |
| Brown Advisory Inc. | 0.00% | No change | 14,260 | $407K |
| Global Retirement Partners, LLC | 0.01% | — | 12,876 | $368K |
| CRA Financial Services, LLC | 0.03% | No change | 8,400 | $240K |
| Royal Bank of Canada | 0.00% | Add +95.9% | 7,334 | $210K |
| IFG Advisory, LLC | 0.01% | New | 6,757 | $193K |
| Sittner & Nelson, LLC | 0.02% | No change | 2,250 | $64K |
| Morgan Stanley | 0.00% | New | 2,201 | $63K |
| International Assets Investment Management, LLC | 0.00% | No change | 450 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | New | 260 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 116 | $3K |
| Tidemark, LLC | 0.00% | No change | 105 | $3K |
| FMR LLC | 0.00% | Add +3100.0% | 32 | $914 |
"% of holder's portfolio" is MFSV's weight in each manager's 13F, not the share of MFS Active Value the manager owns.