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MFSV MFS ACTIVE EXCHANGE TRADED F

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VALUE ETF (fund)

30 managers (30 13F filers) reported a position in MFSV shares at 2025-12-31, 5,919,776 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
12
Added
13
Reduced
1
Sold out
2
Shares held by filers
5,919,776

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,290,811$34.3M0.01%+969,18113F-HRTimeline
Private Advisor Group, LLC788,829$20.9M0.1%new13F-HRTimeline
Arkadios Wealth Advisors703,811$18.7M0.37%+155,53713F-HRTimeline
SFG Wealth Management, LLC.659,563$17.5M6.88%new13F-HRTimeline
Paul R. Ried Financial Group, LLC596,424$15.8M7.48%+394,26913F-HRTimeline
Greenbush Financial Group, LLC384,837$10.2M3.47%+70,19613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP377,554$10M0.01%+296,75013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC238,089$6.32M0.11%+26,09913F-HRTimelineGroup
Cetera Investment Advisers101,841$2.7M<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,124$2.68M<0.01%+43,85713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,059$2.42M<0.01%new13F-HRTimelineGroup
MARS JEWETT FINANCIAL GROUP, INC.81,884$2.3M0.69%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,418$2.03M<0.01%+14,64413F-HRTimelineGroup
Advisory Services Network, LLC69,583$1.85M0.03%+7,74713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…57,477$1.53M0.55%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,263$1.31M<0.01%+29,30613F-HRTimelineGroup
IHT Wealth Management, LLC48,371$1.28M0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,460$1.13M<0.01%new13F-HRTimelineGroup
&PARTNERS28,666$761K<0.01%+6,71713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,381$753K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,947$556K<0.01%-88513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,218$537K<0.01%+8,77513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,761$418K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC14,260$378K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,521$226K<0.01%new13F-HRTimelineGroup
CRA Financial Services, LLC8,400$223K0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,318$221K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,993$79K<0.01%+1213F-HRTimelineGroup
SITTNER & NELSON, LLC2,250$63.2K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,663$44K<0.01%new13F-HRTimelineGroup