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MFS Active Value ETF (MFSV) Institutional Ownership

$29.51 -0.21 (-0.70%)
As of 09/4/2026 03:57 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for MFS Active Value ETF (NYSE:MFSV)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$163.07M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$51.17K
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MFSV Institutional Buying and Selling by Quarter

MFS Active Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 SFG Wealth Management LLC.1,099,524$31.41M11.3%+17.8%5.757%
8/21/2026 Legacy Financial Advisors Inc.34,974$895K0.1%N/A0.183%
7/7/2026 Paul R. Ried Financial Group LLC1,138,859$32.54M14.2%+18.8%6.189%
5/19/2026 Bank of America Corp DE539,156$14.41M0.0%+492.1%3.412%
5/19/2026 Arkadios Wealth Advisors855,977$22.88M0.4%+21.6%5.418%
5/18/2026 Royal Bank of Canada3,743$100K0.0%+125.1%0.024%
5/13/2026 Cetera Investment Advisers127,891$3.42M0.0%+25.6%0.809%
5/7/2026 Paul R. Ried Financial Group LLC958,819$25.63M11.9%+60.8%6.068%
5/5/2026 BlueChip Wealth Advisors LLC38,287$1.02M0.4%N/A0.242%
4/29/2026 Richmond Investment Services LLC14,689$393K0.1%N/A0.094%
4/27/2026 Private Advisor Group LLC820,527$21.93M0.1%+4.0%5.328%
4/23/2026 Apollon Wealth Management LLC317,718$8.49M0.1%+33.4%2.063%
4/17/2026 Greenbush Financial Group LLC515,923$13.79M4.6%+34.1%3.394%
2/18/2026 IHT Wealth Management LLC48,371$1.28M0.0%N/A0.537%
2/17/2026 Cetera Investment Advisers101,841$2.70M0.0%N/A1.132%
2/17/2026 Mars Jewett Financial Group Inc.81,884$2.30M0.7%N/A0.910%
2/17/2026 Advisory Services Network LLC69,583$1.85M0.0%+12.5%0.773%
2/17/2026 Private Advisor Group LLC788,829$20.94M0.1%N/A8.765%
2/17/2026 &PARTNERS28,666$761K0.0%+30.6%0.319%
2/17/2026 Royal Bank of Canada1,663$44K0.0%N/A0.018%
2/16/2026 Mariner LLC8,318$221K0.0%N/A0.092%
2/13/2026 Stifel Financial Corp76,418$2.03M0.0%+23.7%0.849%
2/13/2026 Arkadios Wealth Advisors703,811$18.68M0.4%+28.4%7.820%
2/12/2026 Jane Street Group LLC49,263$1.31M0.0%+146.8%0.547%
2/12/2026 Commonwealth Equity Services LLC101,124$2.68M0.0%+76.6%1.124%
2/12/2026 Steward Partners Investment Advisory LLC20,947$556K0.0%-4.1%0.233%
2/11/2026 LPL Financial LLC1,290,811$34.26M0.0%+301.3%14.342%
2/10/2026 Natixis Advisors LLC15,761$418K0.0%N/A0.175%
2/6/2026 Paul R. Ried Financial Group LLC596,424$15.83M7.5%+195.0%6.627%
2/3/2026 SFG Wealth Management LLC.659,563$17.51M6.9%N/A7.411%
1/26/2026 Prosperity Financial Group Inc.57,477$1.53M0.5%N/A0.661%
1/22/2026 Apollon Wealth Management LLC238,089$6.32M0.1%+12.3%2.768%
1/20/2026 Greenbush Financial Group LLC384,837$10.21M3.5%+22.3%4.527%
11/18/2025 Advisory Services Network LLC61,836$1.62M0.0%-1.7%1.316%
11/17/2025 Paul R. Ried Financial Group LLC202,155$5.29M2.7%+499.4%4.301%
11/17/2025 Sittner & Nelson LLC2,250$59K0.0%+800.0%0.048%
11/4/2025 Jones Financial Companies Lllp80,804$2.11M0.0%N/A1.719%
10/29/2025 Arkadios Wealth Advisors548,274$14.33M0.3%+5,096.9%11.665%
10/21/2025 Greenbush Financial Group LLC314,641$8.23M3.2%+10.6%7.317%
10/17/2025 Apollon Wealth Management LLC211,990$5.54M0.1%+204.3%4.930%
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10/16/2025 CRA Financial Services LLC8,400$220K0.0%N/A0.195%
10/15/2025CWM LLC2,981$78K0.0%+430.4%0.071%
8/19/2025 Advisory Services Network LLC62,895$1.58M0.0%+20.7%2.516%
8/13/2025 Flow Traders U.S. LLC13,026$329K0.0%N/A0.521%
8/12/2025 Steward Partners Investment Advisory LLC18,229$461K0.0%N/A0.729%
8/11/2025 Paul R. Ried Financial Group LLC33,729$853K0.5%N/A1.349%
8/4/2025 Arkadios Wealth Advisors10,550$267K0.0%N/A0.422%
8/1/2025 Envestnet Asset Management Inc.11,443$289K0.0%N/A0.458%
7/25/2025 Apollon Wealth Management LLC69,654$1.76M0.0%N/A2.786%
7/17/2025 Greenbush Financial Group LLC284,562$7.20M3.1%+10.7%11.857%
4/30/2025Brown Advisory Inc.14,260$352K0.0%N/A0.663%
4/18/2025Greenbush Financial Group LLC257,120$6.35M3.2%N/A12.244%
2/14/2025Jane Street Group LLC37,820$898K0.0%N/A0.000%


MFSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of MFS Active Value ETF. The most heavily invested institutionals were LPL Financial LLC ($34.26M), Paul R. Ried Financial Group LLC ($32.54M), SFG Wealth Management LLC. ($31.41M), Arkadios Wealth Advisors ($22.88M), Private Advisor Group LLC ($21.93M), Bank of America Corp DE ($14.41M), and Greenbush Financial Group LLC ($13.79M).Learn more on MFS Active Value ETF's institutional investors.

Of the 31 institutional investors that purchased MFS Active Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Paul R. Ried Financial Group LLC ($1.14M), LPL Financial LLC ($969.18K), Arkadios Wealth Advisors ($855.98K), SFG Wealth Management LLC. ($825.49K), Private Advisor Group LLC ($820.53K), Greenbush Financial Group LLC ($515.92K), and Bank of America Corp DE ($448.10K).

Institutional investors have bought a total of 6,120,565 shares in the last 24 months. This purchase volume represents approximately $163.07M in transactions.

The following institutional investors have sold MFS Active Value ETF stock in the last 24 months: Advisory Services Network LLC ($1.06K), and Steward Partners Investment Advisory LLC ($885.00).

Institutional investors have sold a total of 1,944 shares in the last 24 months. This volume of shares sold represents approximately $51.17K in transactions.


Related Companies

Institutional ownership data for NYSE:MFSV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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