MFS Active ValueMFSVETF
13F holders, Q1 2026 (March 31)41holders +11
12new positions
1sold out
$26.70avg. 13F price*
At the end of Q1 2026, 41 institutions reported holding MFS Active Value (MFSV) in their 13F filings, up 11 from Q4 2025. 12 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($122.1M), Paul R. Ried Financial Group, LLC ($25.6M) and SFG Wealth Management, LLC. ($25.0M).
- Company
- MFS Active Value
- CUSIP
- 55286W504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.0M |
| Exits | 1 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,538,134 shares bought and 85,604 shares sold, net +6,452,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| LPL Financial LLC | 0.03% | Add +253.9% | 4,568,658 | $122.1M |
| Paul R. Ried Financial Group, LLC | 11.91% | Add +60.8% | 958,819 | $25.6M |
| SFG Wealth Management, LLC. | 10.27% | Add +41.5% | 933,598 | $25.0M |
| Arkadios Wealth Advisors | 0.38% | Add +21.6% | 855,977 | $22.9M |
| Jones Financial Companies LLLP | 0.01% | Add +124.8% | 848,727 | $22.3M |
| Private Advisor Group, LLC | 0.10% | Add +4.0% | 820,527 | $21.9M |
| Bank of America Corp. | 0.00% | Add +492.1% | 539,156 | $14.4M |
| Greenbush Financial Group, LLC | 4.57% | Add +34.1% | 515,923 | $13.8M |
| &partners | 0.04% | Add +1087.2% | 340,322 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1549.6% | 333,508 | $8.9M |
| Apollon Wealth Management, LLC | 0.14% | Add +33.5% | 317,718 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +3272.5% | 287,371 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +63.5% | 165,289 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +25.6% | 127,891 | $3.4M |
| Keating Financial Advisory Services, Inc. | 0.41% | New | 95,293 | $2.5M |
| Mars Jewett Financial Group, Inc. | 0.71% | Add +2.1% | 83,574 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +9.7% | 76,362 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | New | 59,956 | $1.6M |
| Prosperity Financial Group, Inc. | 0.57% | Add +0.2% | 57,607 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -28.0% | 55,003 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Reduce -3.6% | 46,647 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | New | 44,324 | $1.2M |
| BlueChip Wealth Advisors LLC | 0.45% | New | 38,287 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -26.9% | 36,002 | $962K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.6% | 22,264 | $595K |
| Natixis Advisors, LLC | 0.00% | Add +32.0% | 20,799 | $556K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 20,320 | $543K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,485 | $494K |
| Richmond Investment Services, LLC | 0.06% | New | 14,689 | $393K |
| Regal Investment Advisors LLC | 0.02% | New | 14,515 | $388K |
| Brown Advisory Inc. | 0.00% | No change | 14,260 | $381K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 13,273 | $355K |
| CRA Financial Services, LLC | 0.03% | No change | 8,400 | $225K |
| Mariner, LLC | 0.00% | Add +0.2% | 8,333 | $223K |
| Royal Bank of Canada | 0.00% | Add +125.1% | 3,743 | $100K |
| Cwm, LLC | 0.00% | Add +0.4% | 3,005 | $80K |
| Sittner & Nelson, LLC | 0.02% | No change | 2,250 | $60K |
| Harbour Investments, Inc. | 0.00% | New | 875 | $23K |
| International Assets Investment Management, LLC | 0.00% | New | 450 | $12K |
| Tidemark, LLC | 0.00% | New | 105 | $3K |
| FMR LLC | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is MFSV's weight in each manager's 13F, not the share of MFS Active Value the manager owns.