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Disclosery

MFSV MFS ACTIVE EXCHANGE TRADED F

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VALUE ETF (fund)

46 managers (46 13F filers) reported a position in MFSV shares at 2026-06-30, 15,193,808 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
9
Added
25
Reduced
6
Sold out
4
Shares held by filers
15,193,808

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC5,700,107$163M0.04%+1,131,44913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,452,707$41.1M0.02%+603,98013F-HRTimelineGroup
Paul R. Ried Financial Group, LLC1,138,859$32.5M14.21%+180,04013F-HRTimeline
SFG Wealth Management, LLC.1,099,524$31.4M11.3%+165,92613F-HRTimeline
Arkadios Wealth Advisors1,013,458$29M0.44%+157,48113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/756,595$21.6M<0.01%+217,43913F-HRTimelineGroup
Private Advisor Group, LLC588,632$16.8M0.08%-231,89513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC534,125$15.3M<0.01%+246,75413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC357,907$10.2M0.12%+40,18913F-HRTimelineGroup
&PARTNERS346,332$9.95M0.04%+6,01013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC340,588$9.73M<0.01%+7,08013F-HRTimelineGroup
POTENTIA WEALTH267,667$7.65M3.13%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC212,316$6.07M0.01%+47,02713F-HRTimeline
Cetera Investment Advisers161,013$4.6M<0.01%+33,12213F-HRTimeline
WCG Wealth Advisors LLC123,636$3.53M0.08%new13F-HRTimeline
Savvy Advisors, Inc.122,050$3.49M0.07%new13F-HRTimeline
Keating Financial Advisory Services, In…100,665$2.88M0.38%+5,37213F-HRTimeline
BlueChip Wealth Advisors LLC91,486$2.61M0.99%+53,19913F-HRTimeline
Advisory Services Network, LLC84,045$2.4M0.03%+7,68313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,994$2.37M<0.01%+27,99113F-HRTimelineGroup
MARS JEWETT FINANCIAL GROUP, INC.79,656$2.28M0.46%-3,91813F-HRTimeline
Kingsview Wealth Management, LLC77,906$2.23M0.03%+33,58213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,686$1.68M0.01%-1,27013F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…57,206$1.63M0.51%-40113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,011$1.63M<0.01%+38,52613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers54,408$1.55M<0.01%+33,60913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,814$1.14M<0.01%+3,81213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,817$1.11M<0.01%+16,55313F-HRTimelineGroup
IHT Wealth Management, LLC33,802$966K0.02%-12,84513F-HRTimeline
Steward Partners Investment Advisory, L…18,673$533K<0.01%-1,64713F-HRTimeline
Regal Investment Advisors LLC16,605$474K0.02%+2,09013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,576$416K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,395$411K<0.01%+1,12213F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,260$407K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC12,876$368K0.01%13F-HRTimeline
CRA Financial Services, LLC8,400$240K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,334$210K<0.01%+3,59113F-HRTimelineGroup
IFG Advisory, LLC6,757$193K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC2,506$71.6K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC2,250$64.3K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,201$62.9K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…450$12.9K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…260$7.43K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC116$3.31K<0.01%new13F-HRTimeline
Tidemark, LLC105$3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC32$914<0.01%+3113F-HRTimelineGroup