Free Trial
→ No. You’re not imagining it… (From Porter & Company) (Ad)tc pixel Free MFSV Stock Alerts

MFS Active Value ETF (MFSV) Institutional Ownership

$27.79 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$157.11M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$51.17K
Get MFSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling MFS Active Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MFSV Institutional Buying and Selling by Quarter

MFS Active Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/16/2025 CRA Financial Services LLC8,400$220K0.0%N/A0.195%
10/15/2025 CWM LLC2,981$78K0.0%+430.4%0.071%
8/19/2025 Advisory Services Network LLC62,895$1.58M0.0%+20.7%2.516%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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, 30 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 ($25.63M), Arkadios Wealth Advisors ($22.88M), Private Advisor Group LLC ($21.93M), SFG Wealth Management LLC. ($17.51M), 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 30 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), Paul R. Ried Financial Group LLC ($958.82K), Arkadios Wealth Advisors ($855.98K), Private Advisor Group LLC ($820.53K), SFG Wealth Management LLC. ($659.56K), Greenbush Financial Group LLC ($515.92K), and Bank of America Corp DE ($448.10K).

Institutional investors have bought a total of 5,934,493 shares in the last 24 months. This purchase volume represents approximately $157.11M 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

This page (NYSEARCA:MFSV) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Gold surged 600 dollars last time this indicator peaked
The Buffett Indicator has predicted every major gold bull run this century - 2000, 2008, and 2020, when gold s...
Porter & Company | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Futurist George Gilder - who predicted the smartphone years before the iPhone launched - believes today's AI d...
Eagle Publishing | Sponsoredtc pixel