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MFSV MFS ACTIVE EXCHANGE TRADED F

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VALUE ETF (fund)

16 managers (16 13F filers) reported a position in MFSV shares at 2025-06-30, 656,696 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
9
Added
4
Reduced
0
Sold out
1
Shares held by filers
656,696

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Greenbush Financial Group, LLC284,562$7.2M3.14%+27,44213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC69,654$1.76M0.03%new13F-HRTimelineGroup
Advisory Services Network, LLC62,895$1.58M0.03%+10,79513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,568$1.46M<0.01%+15,77413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,432$1.15M<0.01%new13F-HRTimelineGroup
Paul R. Ried Financial Group, LLC33,729$853K0.52%new13F-HRTimeline
&PARTNERS21,579$546K<0.01%+7,02413F-HRTimeline
Steward Partners Investment Advisory, L…18,229$461K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,260$361K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,026$329K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,957$328K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,443$289K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors10,550$267K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC562$14K<0.01%013F-HRTimelineGroup
SITTNER & NELSON, LLC250$6.32K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.