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Disclosery

MFSV MFS ACTIVE EXCHANGE TRADED F

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VALUE ETF (fund)

41 managers (41 13F filers) reported a position in MFSV shares at 2026-03-31, 12,372,306 shares in all. 12 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
12
Added
21
Reduced
5
Sold out
1
Shares held by filers
12,372,306

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,568,658$122M0.03%+3,277,84713F-HRTimeline
Paul R. Ried Financial Group, LLC958,819$25.6M11.91%+362,39513F-HRTimeline
SFG Wealth Management, LLC.933,598$25M10.27%+274,03513F-HRTimeline
Arkadios Wealth Advisors855,977$22.9M0.38%+152,16613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP848,727$22.3M0.01%+471,17313F-HRTimelineGroup
Private Advisor Group, LLC820,527$21.9M0.1%+31,69813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/539,156$14.4M<0.01%+448,09713F-HRTimelineGroup
Greenbush Financial Group, LLC515,923$13.8M4.57%+131,08613F-HRTimeline
&PARTNERS340,322$9.1M0.04%+311,65613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC333,508$8.91M<0.01%+313,29013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC317,718$8.49M0.14%+79,62913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC287,371$7.68M<0.01%+278,85013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC165,289$4.42M0.01%+64,16513F-HRTimeline
Cetera Investment Advisers127,891$3.42M<0.01%+26,05013F-HRTimeline
Keating Financial Advisory Services, In…95,293$2.55M0.41%new13F-HRTimeline
MARS JEWETT FINANCIAL GROUP, INC.83,574$2.23M0.71%+1,69013F-HRTimeline
Advisory Services Network, LLC76,362$2.04M0.03%+6,77913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.59,956$1.6M0.01%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…57,607$1.54M0.57%+13013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,003$1.47M<0.01%-21,41513F-HRTimelineGroup
IHT Wealth Management, LLC46,647$1.25M0.03%-1,72413F-HRTimeline
Kingsview Wealth Management, LLC44,324$1.18M0.02%new13F-HRTimeline
BlueChip Wealth Advisors LLC38,287$1.02M0.45%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,002$962K<0.01%-13,26113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,264$595K<0.01%-6,11713F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,799$556K<0.01%+5,03813F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,320$543K<0.01%-62713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,485$494K<0.01%new13F-HRTimelineGroup
Richmond Investment Services, LLC14,689$393K0.06%new13F-HRTimeline
Regal Investment Advisors LLC14,515$388K0.02%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,260$381K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,273$355K<0.01%new13F-HRTimeline
CRA Financial Services, LLC8,400$225K0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,333$223K<0.01%+1513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,743$100K<0.01%+2,08013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,005$80.3K<0.01%+1213F-HRTimelineGroup
SITTNER & NELSON, LLC2,250$60.1K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.875$23.4K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…450$12K<0.01%new13F-HRTimeline
Tidemark, LLC105$2.81K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$27<0.01%new13F-HRTimelineGroup