Who owns MFSV?
MFS Active Value ETF · MFS
46 institutions reported holding MFSV, worth $434.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MFSV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $162.9M | 5,700,107 | +1,131,449 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $41.1M | 1,452,707 | +603,980 shares |
| Paul R. Ried Financial Group, LLC | Bellevue, WA | $32.5M | 1,138,859 | +180,040 shares |
| SFG Wealth Management, LLC. | Towson, MD | $31.4M | 1,099,524 | +165,926 shares |
| Arkadios Wealth Advisors | Atlanta, GA | $29.0M | 1,013,458 | +157,481 shares |
| Bank of America Corp. | Charlotte, NC | $21.6M | 756,595 | +217,439 shares |
| Private Advisor Group, LLC | Morristown, NJ | $16.8M | 588,632 | −231,895 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $15.3M | 534,125 | +246,754 shares |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $10.2M | 357,907 | +40,189 shares |
| &Partners | Nashville, TN | $10.0M | 346,332 | +6,010 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MFSV?
46 institutional managers reported holding MFSV in Form 13F filings for June 30, 2026, worth $434.2M in total. The largest reported position was held by LPL Financial LLC, at $162.9M.
Did institutions buy or sell MFSV last quarter?
Reported 13F value rose 31.5% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MFSV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.