MFS Active ValueMFSVETF
13F holders, Q2 2025 (June 30)15holders +8
9new positions
1sold out
1famous investor
$25.27avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding MFS Active Value (MFSV) in their 13F filings, up 8 from Q1 2025. 9 opened new positions and 1 sold out. The largest holders were Greenbush Financial Group, LLC ($7.2M), Apollon Wealth Management, LLC ($1.8M) and Advisory Services Network, LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Active Value
- CUSIP
- 55286W504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.4M |
| Exits | 1 | $5K |
All 13F filers, Q1 2025 → Q2 2025: 276,305 shares bought and 188 shares sold, net +276,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Greenbush Financial Group, LLC | 3.13% | Add +10.7% | 284,562 | $7.2M |
| Apollon Wealth Management, LLC | 0.03% | New | 69,654 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +20.7% | 62,895 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.7% | 57,568 | $1.5M |
| Stifel Financial Corp. | 0.00% | New | 45,432 | $1.1M |
| Paul R. Ried Financial Group, LLC | 0.52% | New | 33,729 | $853K |
| &partners | 0.00% | Add +48.3% | 21,579 | $546K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 18,229 | $461K |
| Brown Advisory Inc. | 0.00% | No change | 14,260 | $361K |
| Flow Traders U.S. LLC | 0.01% | New | 13,026 | $329K |
| Citadel Advisors | 0.00% | New | 12,957 | $328K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,443 | $289K |
| Arkadios Wealth Advisors | 0.01% | New | 10,550 | $267K |
| Cwm, LLC | 0.00% | No change | 562 | $14K |
| Sittner & Nelson, LLC | 0.00% | New | 250 | $6K |
"% of holder's portfolio" is MFSV's weight in each manager's 13F, not the share of MFS Active Value the manager owns.