MFSV institutional holders

MFS ACTIVE EXCHANGE TRADED F · 13F, 2026Q2

Managers holding46
Shares held15,208,203
Reported value$434.2m
Quarter flows10 new, 25 added, 6 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC5,700,107$162.9m0.0%
JONES FINANCIAL COMPANIES LLLP1,452,707$41.1m0.0%
Paul R. Ried Financial Group, LLC1,138,859$32.5m14.2%
SFG Wealth Management, LLC.1,099,524$31.4m11.3%
Arkadios Wealth Advisors1,013,458$29.0m0.4%
BANK OF AMERICA CORP /DE/756,595$21.6m0.0%
Private Advisor Group, LLC588,632$16.8m0.1%
RAYMOND JAMES FINANCIAL INC534,125$15.3m0.0%
Apollon Wealth Management, LLC357,907$10.2m0.1%
&PARTNERS346,332$10.0m0.0%
ENVESTNET ASSET MANAGEMENT INC340,588$9.7m0.0%
POTENTIA WEALTH267,667$7.6m3.1%
COMMONWEALTH EQUITY SERVICES, LLC212,316$6.1m0.0%
Cetera Investment Advisers161,013$4.6m0.0%
WCG Wealth Advisors LLC123,636$3.5m0.1%
Savvy Advisors, Inc.122,050$3.5m0.1%
Keating Financial Advisory Services, Inc.100,665$2.9m0.4%
BlueChip Wealth Advisors LLC91,486$2.6m1.0%
Advisory Services Network, LLC84,045$2.4m0.0%
STIFEL FINANCIAL CORP82,994$2.4m0.0%
MARS JEWETT FINANCIAL GROUP, INC.79,656$2.3m0.5%
Kingsview Wealth Management, LLC77,906$2.2m0.0%
Equitable Holdings, Inc.58,686$1.7m0.0%
Prosperity Financial Group, Inc.57,206$1.6m0.5%
GOLDMAN SACHS GROUP INC57,011$1.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MFSV"). MFSV price history · All 13F data

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