Who Owns MFS ACTIVE EXCHANGE TRADED F (MFSV)?Hedge Fund & Institutional Holders

$26.73+0.07 (+0.28%)NYSE

Institutional Holders

33

as of Q4 2025

Total Institutional Value

$3.400020000175041e+91T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$22.04$23.57$25.10$26.62$28.15Dec 24Jul 25Mar 26

MFSV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Private Advisor Group, LLCNew Position+789K+$20.0M
SFG Wealth Management, LLC.New Position+660K+$17.5M
Arkadios Wealth AdvisorsNew Position+704K+$17.0M
Greenbush Financial Group, LLCNew Position+385K+$10.2M
JONES FINANCIAL COMPANIES LLLPNew Position+378K+$10.0M
Apollon Wealth Management, LLCNew Position+238K+$6.3M
MARS JEWETT FINANCIAL GROUP, INC.New Position+82K+$2.3M
Cetera Investment AdvisersNew Position+102K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+101K+$2.0M
BANK OF AMERICA CORP /DE/New Position+91K+$2.0M
Prosperity Financial Group, Inc.New Position+57K+$1.5M
CITADEL ADVISORS LLCNew Position+42K+$1.0M
IHT Wealth Management, LLCNew Position+48K+$1.0M
CRA Financial Services, LLCNew Position+8K+$222K
CWM, LLCNew Position+3K+$79K

MFSV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Steward Partners Investment Advisory, LLCDecreased-885-$570.8M
FMR LLCClosed Position-1-$26K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,290,811$34.0M0.01%Share
2Private Advisor Group, LLC788,829$20.0M0.09%Share
3SFG Wealth Management, LLC.659,563$17.5M6.88%Share
4Paul R. Ried Financial Group, LLC596,424$15.8M7.48%Share
5Arkadios Wealth Advisors559,814$14.0M0.27%Share
6Greenbush Financial Group, LLC384,837$10.2M3.47%Share
7JONES FINANCIAL COMPANIES LLLP377,554$10.0M0.01%Share
8Apollon Wealth Management, LLC238,089$6.3M0.11%Share
9Arkadios Wealth Advisors143,997$3.0M0.06%Share
10MARS JEWETT FINANCIAL GROUP, INC.81,884$2.3M0.69%Share
11BANK OF AMERICA CORP /DE/90,522$2.0M0.00%Share
12Cetera Investment Advisers101,841$2.0M0.00%Share
13COMMONWEALTH EQUITY SERVICES, LLC101,124$2.0M0.00%Share
14Prosperity Financial Group, Inc.57,477$1.5M0.55%Share
15JANE STREET GROUP, LLC49,263$1.0M0.00%Share
16Advisory Services Network, LLC69,583$1.0M0.01%Share
17IHT Wealth Management, LLC48,371$1.0M0.02%Share
18CITADEL ADVISORS LLC42,460$1.0M0.00%Share
19STIFEL FINANCIAL CORP45,868$1.0M0.00%Share
20CRA Financial Services, LLC8,400$222K0.03%Share
21CWM, LLC2,993$79K0.00%Share
22SITTNER & NELSON, LLC2,250$63K0.02%Share
23BANK OF AMERICA CORP /DE/537$00.00%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP28,381$00.00%Share
25STIFEL FINANCIAL CORP30,550$00.00%Share
26&PARTNERS28,666$00.00%Share
27NATIXIS ADVISORS, LLC15,761$00.00%Share
28ENVESTNET ASSET MANAGEMENT INC20,218$00.00%Share
29ROYAL BANK OF CANADA1,663$00.00%Share
30RAYMOND JAMES FINANCIAL INC8,521$00.00%Share
31BROWN ADVISORY INC14,260$00.00%Share
32Mariner, LLC8,318$00.00%Share
33Steward Partners Investment Advisory, LLC20,947$00.00%Share

MFSV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$146.1M+20
Q3 202510$19.0B-4
Q2 202514$14.4B+7
Q1 20257$8.3B+4
Q4 20243$897.8M—

As of Q4 2025, 33 institutional investors hold MFSV (MFS ACTIVE EXCHANGE TRADED F). The largest holder is LPL Financial LLC with $34.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own MFSV?

As of Q4 2025, 33 institutional investors report holding MFSV (MFS ACTIVE EXCHANGE TRADED F) in their 13F filings.

Who is the largest institutional holder of MFSV?

The largest institutional holder of MFSV is LPL Financial LLC with $34.0M in shares.

Is institutional ownership of MFSV increasing or decreasing?

This quarter, 15 institutions opened new positions in MFSV and 1 closed their positions.