MFSV

MFS ACTIVE VALUE ETF

MFSV·55286W504·US·ETF-13D/G

MFSV (MFS ACTIVE VALUE ETF) is held by 20 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($162.9M), JONES FINANCIAL COMPANIES LLLP ($41.1M), BANK OF AMERICA CORP /DE/ ($21.6M). Net institutional sentiment: Bullish.

20
Holders
(2 Elite)
$297.1M
Total Value
80% (20)
Consensus
16 buying - 4 selling
13F: Insider & Congress: Updated regularly
MFSV

Smart Money Verdict

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Held by 20 funds
2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jul 6, 2026 · Congress none

ActivistPRPaul R. Ried Financial Group, LLC6.2%Jul 6, 2026

Top Holders

Checking access…
Action
Increased
5.7M(+24.8%)$162.9M0.0%+7.28%
37
Increased
1.5M(+71.2%)$41.1M0.0%+5.67%
43
Increased
756,595(+40.3%)$21.6M0.0%+6.37%
38
Decreased
588,632(-28.3%)$16.8M0.1%+9.61%
0
Increased
534,125(+85.9%)$15.3M0.0%+4.95%
44
Increased
346,332(+1.8%)$10M0.0%+8.89%
28
Increased
340,588(+2.1%)$9.7M0.0%+8.54%
28
Increased
212,316(+28.4%)$6.1M0.0%+9.61%
34
Increased
161,013(+25.9%)$4.6M0.0%+7.59%
33
Increased
82,994(+50.9%)$2.4M0.0%+9.16%
36
Decreased
58,686(-2.1%)$1.7M0.0%+8.44%
0
Increased
57,011(+208.4%)$1.6M0.0%+3.38%
41
Increased
39,814(+10.6%)$1.1M0.0%+9.53%
28
Increased
38,817(+74.3%)$1.1M0.0%+5.84%
38
Decreased
18,673(-8.1%)$533,4880.0%+15.21%
0
Unchanged
14,260$407,4080.0%+19.29%
0
Increased
7,334(+95.9%)$210,0000.0%+4.98%
25
New
2,201$62,8830.0%+1.12%
32
New
116$3,3140.0%0.00%
21
Increased
32(+3100.0%)$9140.0%+1.33%
12

Showing 1-20 of 21

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MFSVMFSVMFS ACTIVE VALUE ETF

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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