MFS ACTIVE VALUE ETF

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MFSV·55286W504·US·ETF·Unknown - Unknown-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

(3 Elite)

$295.5M

Total Value

85% (20)

Consensus

17 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)56

Activist (13D/13G)85

Congressional (STOCK Act)58

Holder Quality

45

★★★★★

Elite

81

★★★★

Strong

53

★★★

Solid

11

★★

Below

82

★

Weak

Held by 20 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jul 6, 2026 · Congress none

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

View all activist filings

Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	5.7M(+24.8%)	$162.9M	0.0%	+7.73%	37
JONES FINANCIAL COMPANIES LLLP	Increased	1.5M(+71.2%)	$41.1M	0.0%	+7.24%	43
BANK OF AMERICA CORP /DE/	Increased	756,595(+40.3%)	$21.6M	0.0%	+6.86%	38
Private Advisor Group, LLC	Decreased	588,632(-28.3%)	$16.8M	0.1%	+11.34%	0
RAYMOND JAMES FINANCIAL INC	Increased	534,125(+85.9%)	$15.3M	0.0%	+5.94%	44
&PARTNERS	Increased	346,332(+1.8%)	$10M	0.0%	+8.05%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	340,588(+2.1%)	$9.7M	0.0%	+7.61%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	212,316(+28.4%)	$6.1M	0.0%	+11.27%	34
Cetera Investment Advisers	Increased	161,013(+25.9%)	$4.6M	0.0%	+9.27%	33
STIFEL FINANCIAL CORP	Increased	82,994(+50.9%)	$2.4M	0.0%	+12.33%	36
GOLDMAN SACHS GROUP INC	Increased	57,011(+208.4%)	$1.6M	0.0%	+5.27%	41
JANE STREET GROUP, LLC	Increased	39,814(+10.6%)	$1.1M	0.0%	+12.01%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	38,817(+74.3%)	$1.1M	0.0%	+8.36%	38
Steward Partners Investment Advisory, LLC	Decreased	18,673(-8.1%)	$533,488	0.0%	+18.66%	0
BROWN ADVISORY INC	Unchanged	14,260	$407,408	0.0%	+23.33%	0
ROYAL BANK OF CANADA	Increased	7,334(+95.9%)	$210,000	0.0%	+6.72%	25
IWIntegrated Wealth Concepts LLC	New	2,506	$71,597	0.0%	+4.38%	29
MORGAN STANLEY	New	2,201	$62,883	0.0%	+4.38%	32
Farther Finance Advisors, LLC	New	116	$3,314	0.0%	+4.38%	21
FMR LLC	Increased	32(+3100.0%)	$914	0.0%	+4.46%	12

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MFSVMFS ACTIVE VALUE ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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