MFS Active ValueMFSVETF
13F holders, Q1 2025 (March 31)7holders +5
6new positions
1sold out
$24.68avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding MFS Active Value (MFSV) in their 13F filings, up 5 from Q4 2024. 6 opened new positions and 1 sold out. The largest holders were Greenbush Financial Group, LLC ($6.3M), Advisory Services Network, LLC ($1.3M) and Commonwealth Equity Services, LLC ($1.0M).
- Company
- MFS Active Value
- CUSIP
- 55286W504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.4M |
| Exits | 1 | $898K |
All 13F filers, Q4 2024 → Q1 2025: 370,270 shares bought and 37,820 shares sold, net +332,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Greenbush Financial Group, LLC | 3.16% | New | 257,120 | $6.3M |
| Advisory Services Network, LLC | 0.02% | New | 52,100 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +305.4% | 41,794 | $1.0M |
| &partners | 0.00% | New | 14,555 | $356K |
| Brown Advisory Inc. | 0.00% | New | 14,260 | $352K |
| Cwm, LLC | 0.00% | New | 562 | $14K |
| UBS Group AG | 0.00% | New | 188 | $5K |
"% of holder's portfolio" is MFSV's weight in each manager's 13F, not the share of MFS Active Value the manager owns.