MFS Active Exchange Traded Funds Trust - MFSV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,290,811 | 34,258 | 0.01% | 0.0% | 1 | +969,181 | 301.33% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | New | 788,829 | 20,935 | 0.1% | — | 2 | +788,829 | New | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 703,811 | 18,679 | 0.36% | 0.34% | 3 | +155,537 | 28.37% | Q4 2025 | Feb 13, 2026 |
| SFG Wealth Management, LLC. | History | New | 659,563 | 17,504 | 6.88% | — | 4 | +659,563 | New | Q4 2025 | Feb 03, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 596,424 | 15,829 | 7.48% | 2.67% | 5 | +394,269 | 195.03% | Q4 2025 | Feb 06, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 384,837 | 10,213 | 3.47% | 3.16% | 6 | +70,196 | 22.31% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 377,554 | 10,020 | 0.01% | 0.0% | 7 | +296,750 | 367.25% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 238,089 | 6,318 | 0.11% | 0.1% | 8 | +26,099 | 12.31% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | New | 101,841 | 2,702 | 0.0% | — | 9 | +101,841 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 101,124 | 2,683 | 0.0% | 0.0% | 10 | +43,857 | 76.58% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 91,059 | 2,416 | 0.0% | — | 11 | +91,059 | New | Q4 2025 | Feb 17, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 81,884 | 2,302 | 0.69% | — | 12 | +81,884 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 76,418 | 2,028 | 0.0% | 0.0% | 13 | +14,644 | 23.71% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 69,583 | 1,846 | 0.03% | 0.02% | 14 | +7,747 | 12.53% | Q4 2025 | Feb 17, 2026 |
| Prosperity Financial Group, Inc. | History | New | 57,477 | 1,525 | 0.55% | — | 15 | +57,477 | New | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,263 | 1,307 | 0.0% | 0.0% | 16 | +29,306 | 146.85% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | New | 48,371 | 1,283 | 0.03% | — | 17 | +48,371 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 42,460 | 1,126 | 0.0% | — | 18 | +42,460 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 28,666 | 760 | 0.0% | 0.0% | 19 | +6,717 | 30.6% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 28,381 | 753 | 0.0% | — | 20 | +28,381 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,947 | 555 | 0.0% | 0.0% | 21 | -885 | -4.05% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,218 | 536 | 0.0% | 0.0% | 22 | +8,775 | 76.68% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 15,761 | 418 | 0.0% | — | 23 | +15,761 | New | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | No change | 14,260 | 378 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 8,521 | 226 | 0.0% | — | 25 | +8,521 | New | Q4 2025 | Feb 18, 2026 |
| CRA Financial Services, LLC | History | No change | 8,400 | 222 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | New | 8,318 | 220 | 0.0% | — | 27 | +8,318 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,993 | 79 | 0.0% | 0.0% | 28 | +12 | 0.4% | Q4 2025 | Jan 26, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,250 | 63 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,663 | 44 | 0.0% | — | 30 | +1,663 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |