MFS Active Value ETF (MFSV)
ETF ยท the New York Stock Exchange
MFS Active Value ETF (MFSV) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since December 4, 2024.
- Type
- Exchange-traded fund
- Listed On
- the New York Stock Exchange
- Listed Since
- December 4, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 46 institutions reported holding MFSV, with 15.2 million shares worth $433.8 million in aggregate. The largest reported holder was Lpl Financial, with 5.7 million shares worth $162.9 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 5,700,107 | $163M | Added 24.77% |
| Jones Financial Companies Lllp | 1,452,707 | $41M | Added 71.16% |
| Paul R. Ried Financial Group | 1,138,859 | $33M | Added 18.78% |
| Sfg Wealth Management, LLC | 1,099,524 | $31M | Added 17.77% |
| Arkadios Wealth Advisors | 1,013,458 | $29M | Added 18.4% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is MFSV?
MFS Active Value ETF (MFSV) is an exchange-traded fund listed on the New York Stock Exchange, where it has traded since December 4, 2024.
Who are the largest institutional holders of MFSV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MFSV were Lpl Financial, Jones Financial Companies Lllp and Paul R. Ried Financial Group.
How many institutions own MFSV?
46 institutions reported a position in MFSV for the quarter ended June 30, 2026, worth $433.8 million in total.
Did institutions buy or sell MFSV last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for MFSV.
Every reported institutional holder, plus insider and congressional trades in MFSV, on SentiSense.