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MFS Active Value ETF (MFSV) Institutional Ownership

$27.61 +0.08 (+0.29%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for MFS Active Value ETF (NYSEARCA:MFSV)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$130.63M
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
5/5/2026BlueChip 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%
2/18/2026IHT Wealth Management LLC48,371$1.28M0.0%N/A0.537%
2/17/2026Cetera Investment Advisers101,841$2.70M0.0%N/A1.132%
2/17/2026Mars Jewett Financial Group Inc.81,884$2.30M0.7%N/A0.910%
2/17/2026Advisory 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%
2/17/2026Royal Bank of Canada1,663$44K0.0%N/A0.018%
2/16/2026Mariner LLC8,318$221K0.0%N/A0.092%
2/13/2026Stifel Financial Corp76,418$2.03M0.0%+23.7%0.849%
2/13/2026Arkadios Wealth Advisors703,811$18.68M0.4%+28.4%7.820%
2/12/2026Jane 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%
2/12/2026Steward Partners Investment Advisory LLC20,947$556K0.0%-4.1%0.233%
2/11/2026LPL Financial LLC1,290,811$34.26M0.0%+301.3%14.342%
2/10/2026Natixis Advisors LLC15,761$418K0.0%N/A0.175%
2/6/2026Paul 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%
1/26/2026Prosperity 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%
11/18/2025Advisory Services Network LLC61,836$1.62M0.0%-1.7%1.316%
11/17/2025Paul R. Ried Financial Group LLC202,155$5.29M2.7%+499.4%4.301%
11/17/2025Sittner & Nelson LLC2,250$59K0.0%+800.0%0.048%
11/4/2025Jones Financial Companies Lllp80,804$2.11M0.0%N/A1.719%
10/29/2025Arkadios 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%
10/16/2025 CRA Financial Services LLC8,400$220K0.0%N/A0.195%
10/15/2025CWM LLC2,981$78K0.0%+430.4%0.071%
8/19/2025Advisory Services Network LLC62,895$1.58M0.0%+20.7%2.516%
8/13/2025Flow Traders U.S. LLC13,026$329K0.0%N/A0.521%
8/12/2025Steward Partners Investment Advisory LLC18,229$461K0.0%N/A0.729%
8/11/2025Paul R. Ried Financial Group LLC33,729$853K0.5%N/A1.349%
8/4/2025Arkadios 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

Who are the largest shareholders of MFSV shares?

During the previous two years, 29 institutional investors and hedge funds held shares of MFS Active Value ETF. The most heavily invested institutionals were LPL Financial LLC ($34.26M), Private Advisor Group LLC ($21.93M), Arkadios Wealth Advisors ($18.68M), SFG Wealth Management LLC. ($17.51M), Paul R. Ried Financial Group LLC ($15.83M), Greenbush Financial Group LLC ($13.79M), and Apollon Wealth Management LLC ($8.49M).Learn more on MFS Active Value ETF's institutional investors.

Which institutional investors have been buying MFS Active Value ETF's stock?

Of the 29 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: LPL Financial LLC ($969.18K), Private Advisor Group LLC ($820.53K), Arkadios Wealth Advisors ($703.81K), SFG Wealth Management LLC. ($659.56K), Paul R. Ried Financial Group LLC ($596.42K), Greenbush Financial Group LLC ($515.92K), and Apollon Wealth Management LLC ($317.72K).

How much institutional buying is happening at MFS Active Value ETF?

Institutional investors have bought a total of 4,943,705 shares in the last 24 months. This purchase volume represents approximately $130.63M in transactions.

Which of MFS Active Value ETF's major shareholders have been selling company stock?

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).

How much institutional selling is happening at MFS Active Value ETF?

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.


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This page (NYSEARCA:MFSV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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