MFS Active ValueMFSVETF
13F holders, Q4 2025 (December 31)30holders +11
12new positions
2sold out
1famous investor
$26.56avg. 13F price*
At the end of Q4 2025, 30 institutions reported holding MFS Active Value (MFSV) in their 13F filings, up 11 from Q3 2025. 12 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($34.3M), Private Advisor Group, LLC ($20.9M) and Arkadios Wealth Advisors ($18.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $49.2M |
| Exits | 2 | $7K |
All 13F filers, Q3 2025 → Q4 2025: 3,875,334 shares bought and 1,146 shares sold, net +3,874,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| LPL Financial LLC | 0.01% | Add +301.3% | 1,290,811 | $34.3M |
| Private Advisor Group, LLC | 0.10% | New | 788,829 | $20.9M |
| Arkadios Wealth Advisors | 0.37% | Add +28.4% | 703,811 | $18.7M |
| SFG Wealth Management, LLC. | 6.88% | New | 659,563 | $17.5M |
| Paul R. Ried Financial Group, LLC | 7.48% | Add +195.0% | 596,424 | $15.8M |
| Greenbush Financial Group, LLC | 3.47% | Add +22.3% | 384,837 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +367.3% | 377,554 | $10.0M |
| Apollon Wealth Management, LLC | 0.11% | Add +12.3% | 238,089 | $6.3M |
| Cetera Investment Advisers | 0.00% | New | 101,841 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +76.6% | 101,124 | $2.7M |
| Bank of America Corp. | 0.00% | New | 91,059 | $2.4M |
| Mars Jewett Financial Group, Inc. | 0.69% | — | 81,884 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +23.7% | 76,418 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +12.5% | 69,583 | $1.8M |
| Prosperity Financial Group, Inc. | 0.55% | New | 57,477 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +146.8% | 49,263 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | New | 48,371 | $1.3M |
| Citadel Advisors | 0.00% | New | 42,460 | $1.1M |
| &partners | 0.00% | Add +30.6% | 28,666 | $761K |
| Susquehanna International Group, LLP | 0.00% | New | 28,381 | $753K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.0% | 20,947 | $556K |
| Envestnet Asset Management Inc. | 0.00% | Add +76.7% | 20,218 | $537K |
| Natixis Advisors, LLC | 0.00% | New | 15,761 | $418K |
| Brown Advisory Inc. | 0.00% | No change | 14,260 | $378K |
| Raymond James Financial Inc. | 0.00% | New | 8,521 | $226K |
| CRA Financial Services, LLC | 0.03% | No change | 8,400 | $223K |
| Mariner, LLC | 0.00% | New | 8,318 | $221K |
| Cwm, LLC | 0.00% | Add +0.4% | 2,993 | $79K |
| Sittner & Nelson, LLC | 0.02% | No change | 2,250 | $63K |
| Royal Bank of Canada | 0.00% | New | 1,663 | $44K |
"% of holder's portfolio" is MFSV's weight in each manager's 13F, not the share of MFS Active Value the manager owns.