Who Owns MFSV?

MFS ACTIVE EXCHANGE TRADED F — Institutional Ownership & 13F Holdings

NYSE

$27.54

-0.05 (-0.17%)

Market Cap

Shares Outstanding

13,200,000

Institutional Holders

7

Total Inst. Value

$8.3M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Greenbush Financial Group, LLC$6.3M257,120
2Advisory Services Network, LLC$1.3M52,100
3&PARTNERS$356K14,555
4BROWN ADVISORY INC$352K14,260
5UBS Group AG$5K188
6COMMONWEALTH EQUITY SERVICES, LLC$1K41,794
7CWM, LLC$14562

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
COMMONWEALTH EQUITY SERVICES, LLC+31K$1K

Top Sellers

FundShares RemovedValue

Frequently Asked Questions

How many institutional investors hold MFSV?

As of Q1 2025, 7 institutional investors report holding MFSV (MFS ACTIVE EXCHANGE TRADED F) in their 13F filings.

Which hedge fund owns the most MFSV?

The largest institutional holder of MFSV is Greenbush Financial Group, LLC with $6.3M in shares.

Are institutions buying or selling MFSV?

This quarter, 6 institutions opened new positions in MFSV and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.