DaveManuel.com · Institutional Ownership · Who Owns It
MFS ACTIVE EXCHANGE TRADED F (MFSV)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
45
Reporting holders
$434.1M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $162.9M | 5,700,107 | 0.04% | 4q | +24.8%+$32.3M |
| JONES FINANCIAL COMPANIES LLLP | $41.1M | 1,452,707 | 0.02% | 4q | +71.2%+$17.1M |
| Paul R. Ried Financial Group, LLC | $32.5M | 1,138,859 | 14.21% | 5q | +18.8%+$5.1M |
| SFG Wealth Management, LLC. | $31.4M | 1,099,524 | 11.30% | 3q | +17.8%+$4.7M |
| Arkadios Wealth Advisors | $29.0M | 1,013,458 | 0.44% | 5q | +18.4%+$4.5M |
| BANK OF AMERICA CORP /DE/ | $21.6M | 756,595 | 0.00% | 3q | +40.3%+$6.2M |
| Private Advisor Group, LLC | $16.8M | 588,632 | 0.08% | 3q | -28.3%-$6.6M |
| RAYMOND JAMES FINANCIAL INC | $15.3M | 534,125 | 0.00% | 3q | +85.9%+$7.0M |
| Apollon Wealth Management, LLC | $10.2M | 357,907 | 0.12% | 5q | +12.6%+$1.1M |
| &PARTNERS | $10.0M | 346,332 | 0.04% | 6q | +1.8%+$172.7K |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 340,588 | 0.00% | 5q | +2.1%+$202.3K |
| POTENTIA WEALTH | $7.6M | 267,667 | 3.13% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 212,316 | 0.01% | 7q | +28.5%+$1.3M |
| Cetera Investment Advisers | $4.6M | 161,013 | 0.00% | 3q | +25.9%+$946.3K |
| WCG Wealth Advisors LLC | $3.5M | 123,636 | 0.08% | new | NEW |
| Savvy Advisors, Inc. | $3.5M | 122,050 | 0.07% | new | NEW |
| Keating Financial Advisory Services, Inc. | $2.9M | 100,665 | 0.38% | 2q | +5.6%+$153.5K |
| BlueChip Wealth Advisors LLC | $2.6M | 91,486 | 0.99% | 2q | +138.9%+$1.5M |
| Advisory Services Network, LLC | $2.4M | 84,045 | 0.03% | 6q | +10.1%+$219.5K |
| STIFEL FINANCIAL CORP | $2.4M | 82,994 | 0.00% | 5q | +50.9%+$799.7K |
| MARS JEWETT FINANCIAL GROUP, INC. | $2.3M | 79,656 | 0.46% | 3q | -4.7%-$111.9K |
| Kingsview Wealth Management, LLC | $2.2M | 77,906 | 0.03% | 2q | +75.8%+$959.4K |
| Equitable Holdings, Inc. | $1.7M | 58,686 | 0.01% | 2q | -2.1%-$36.3K |
| Prosperity Financial Group, Inc. | $1.6M | 57,206 | 0.51% | 3q | -0.7%-$11.5K |
| GOLDMAN SACHS GROUP INC | $1.6M | 57,011 | 0.00% | 2q | +208.4%+$1.1M |
| NATIXIS ADVISORS, LLC | $1.6M | 54,408 | 0.00% | 3q | +161.6%+$959.9K |
| JANE STREET GROUP, LLC | $1.1M | 39,814 | 0.00% | 4q | +10.6%+$108.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38,817 | 0.00% | 3q | +74.3%+$472.9K |
| IHT Wealth Management, LLC | $965.7K | 33,802 | 0.02% | 3q | -27.5%-$367.0K |
| Cambridge Investment Research Advisors, Inc. | $822.0K | 28,790 | 0.00% | 2q | +116.9%+$443.0K |
| Steward Partners Investment Advisory, LLC | $533.5K | 18,673 | 0.00% | 5q | -8.1%-$47.1K |
| Regal Investment Advisors LLC | $474.4K | 16,605 | 0.02% | 2q | +14.4%+$59.7K |
| PARK AVENUE SECURITIES LLC | $416.0K | 14,576 | 0.00% | new | NEW |
| BROWN ADVISORY INC | $407.4K | 14,260 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $367.9K | 12,876 | 0.01% | new | NEW |
| CRA Financial Services, LLC | $240.0K | 8,400 | 0.03% | 4q | HELD |
| ROYAL BANK OF CANADA | $210.0K | 7,334 | 0.00% | 3q | +95.9%+$102.8K |
| IFG Advisory, LLC | $193.0K | 6,757 | 0.01% | new | NEW |
| SITTNER & NELSON, LLC | $64.3K | 2,250 | 0.02% | 5q | HELD |
| MORGAN STANLEY | $62.9K | 2,201 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.9K | 450 | 0.00% | 2q | HELD |
| Ameritas Advisory Services, LLC | $7.4K | 260 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $3.3K | 116 | 0.00% | new | NEW |
| Tidemark, LLC | $3.0K | 105 | 0.00% | 2q | HELD |
| FMR LLC | $914 | 32 | 0.00% | 2q | +3100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 7 | $73.3M | 2,607,895 | 1 | 2 | 0 | 0.0% |
| Q2 2026 | 45 | $434.1M | 15,205,697 | 9 | 25 | 6 | 0.0% |
| Q1 2026 | 41 | $330.3M | 12,372,306 | 12 | 18 | 5 | 0.0% |
| Q4 2025 | 30 | $157.2M | 5,919,776 | 12 | 12 | 1 | 0.0% |
| Q3 2025 | 19 | $51.3M | 1,963,704 | 6 | 9 | 2 | 0.0% |
| Q2 2025 | 15 | $16.6M | 656,696 | 9 | 4 | 0 | 0.0% |
| Q1 2025 | 7 | $9.4M | 380,579 | 6 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $1.1M | 48,129 | 2 | 0 | 0 | 0.0% |