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MFSV MFS ACTIVE EXCHANGE TRADED F

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VALUE ETF (fund)

19 managers (19 13F filers) reported a position in MFSV shares at 2025-09-30, 1,963,704 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
19
13F filers
19
New
6
Added
9
Reduced
2
Sold out
2
Shares held by filers
1,963,704

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Arkadios Wealth Advisors548,274$14.3M0.35%+537,72413F-HRTimeline
LPL Financial LLC321,630$8.41M<0.01%new13F-HRTimeline
Greenbush Financial Group, LLC314,641$8.23M3.16%+30,07913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC211,990$5.54M0.1%+142,33613F-HRTimelineGroup
Paul R. Ried Financial Group, LLC202,155$5.29M2.67%+168,42613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,804$2.1M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC61,836$1.62M0.02%-1,05913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,774$1.62M<0.01%+16,34213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,267$1.5M<0.01%-30113F-HRTimeline
&PARTNERS21,949$574K<0.01%+37013F-HRTimeline
Steward Partners Investment Advisory, L…21,832$571K<0.01%+3,60313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,957$522K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC14,260$373K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,443$299K<0.01%013F-HRTimelineGroup
CRA Financial Services, LLC8,400$220K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,981$78K<0.01%+2,41913F-HRTimelineGroup
SITTNER & NELSON, LLC2,250$58.8K0.02%+2,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…260$6.8K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$26<0.01%new13F-HRTimelineGroup