MFS Active ValueMFSVETF
13F holders, Q3 2025 (September 30)19holders +4
6new positions
2sold out
$26.14avg. 13F price*
At the end of Q3 2025, 19 institutions reported holding MFS Active Value (MFSV) in their 13F filings, up 4 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were Arkadios Wealth Advisors ($14.3M), LPL Financial LLC ($8.4M) and Greenbush Financial Group, LLC ($8.2M).
- Company
- MFS Active Value
- CUSIP
- 55286W504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $11.3M |
| Exits | 2 | $657K |
All 13F filers, Q2 2025 → Q3 2025: 1,334,351 shares bought and 27,343 shares sold, net +1,307,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Arkadios Wealth Advisors | 0.35% | Add +5096.9% | 548,274 | $14.3M |
| LPL Financial LLC | 0.00% | New | 321,630 | $8.4M |
| Greenbush Financial Group, LLC | 3.16% | Add +10.6% | 314,641 | $8.2M |
| Apollon Wealth Management, LLC | 0.10% | Add +204.3% | 211,990 | $5.5M |
| Paul R. Ried Financial Group, LLC | 2.67% | Add +499.4% | 202,155 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | New | 80,804 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.7% | 61,836 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +36.0% | 61,774 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 57,267 | $1.5M |
| &partners | 0.00% | Add +1.7% | 21,949 | $574K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.8% | 21,832 | $571K |
| Jane Street Group, LLC | 0.00% | New | 19,957 | $522K |
| Brown Advisory Inc. | 0.00% | No change | 14,260 | $373K |
| Envestnet Asset Management Inc. | 0.00% | No change | 11,443 | $299K |
| CRA Financial Services, LLC | 0.03% | New | 8,400 | $220K |
| Cwm, LLC | 0.00% | Add +430.4% | 2,981 | $78K |
| Sittner & Nelson, LLC | 0.02% | Add +800.0% | 2,250 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | New | 260 | $7K |
| FMR LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is MFSV's weight in each manager's 13F, not the share of MFS Active Value the manager owns.