MFS Active Value ETF (MFSV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of MFSV (all 13F filers)
- LPL Financial5.7 MWealth adviser+1.1 M
- Jones Financial Companies Lllp1.5 MWealth adviser+604 K
- Paul R. Ried Financial Group1.1 MType not verified+180 K
- SFG Wealth Management1.1 MWealth adviser+166 K
- Arkadios Wealth Advisors1.0 MWealth adviser+157 K
- Bank of America757 KBank or trading desk+217 K
- Private Advisor Group589 KType not verified−232 K
- Raymond James Financial534 KWealth adviser+247 K
- Apollon Wealth Management358 KWealth adviser+40 K
- &partners346 KType not verified+6,010
- Shares
- 5.7 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $163M
- Shares
- 1.5 M
- Change
- +604 K
See more
- Type
- Wealth adviser
- Value
- $41.1M
- Paul R. Ried Financial Group
- Shares
- 1.1 M
- Change
- +180 K
See more
- Type
- Type not verified
- Value
- $32.5M
- SFG Wealth Management
- Shares
- 1.1 M
- Change
- +166 K
See more
- Type
- Wealth adviser
- Value
- $31.4M
- Shares
- 1.0 M
- Change
- +157 K
See more
- Type
- Wealth adviser
- Value
- $29.0M
- Shares
- 757 K
- Change
- +217 K
See more
- Type
- Bank or trading desk
- Value
- $21.6M
- Shares
- 589 K
- Change
- −232 K
See more
- Type
- Type not verified
- Value
- $16.8M
- Shares
- 534 K
- Change
- +247 K
See more
- Type
- Wealth adviser
- Value
- $15.3M
- Shares
- 358 K
- Change
- +40 K
See more
- Type
- Wealth adviser
- Value
- $10.2M
- Shares
- 346 K
- Change
- +6,010
See more
- Type
- Type not verified
- Value
- $10.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Paul R. Ried Financial Group6.2%13Gfiling ↗Event: Jun 30, 2026 · filed: Jul 6, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗