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 | 4,568,658 | 122,120 | 0.03% | 0.01% | 1 | +3,277,847 | 253.94% | Q1 2026 | May 06, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 958,819 | 25,629 | 11.91% | 7.48% | 2 | +362,395 | 60.76% | Q1 2026 | May 07, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 933,598 | 24,955 | 10.27% | 6.88% | 3 | +274,035 | 41.55% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 855,977 | 22,880 | 0.37% | 0.36% | 4 | +152,166 | 21.62% | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 848,727 | 22,287 | 0.01% | 0.01% | 5 | +471,173 | 124.8% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 820,527 | 21,932 | 0.1% | 0.1% | 6 | +31,698 | 4.02% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 539,156 | 14,411 | 0.0% | 0.0% | 7 | +448,097 | 492.1% | Q1 2026 | May 15, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 515,923 | 13,790 | 4.57% | 3.47% | 8 | +131,086 | 34.06% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 340,322 | 9,097 | 0.04% | 0.0% | 9 | +311,656 | 1087.2% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 333,508 | 8,914 | 0.0% | 0.0% | 10 | +313,290 | 1549.56% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 317,718 | 8,492 | 0.14% | 0.11% | 11 | +79,629 | 33.45% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 287,371 | 7,681 | 0.0% | 0.0% | 12 | +278,850 | 3272.5% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 165,289 | 4,418 | 0.01% | 0.0% | 13 | +64,165 | 63.45% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 127,891 | 3,418 | 0.0% | 0.0% | 14 | +26,050 | 25.58% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 95,293 | 2,547 | 0.41% | — | 15 | +95,293 | New | Q1 2026 | May 15, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 83,574 | 2,233 | 0.71% | 0.69% | 16 | +1,690 | 2.06% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 76,362 | 2,041 | 0.03% | 0.03% | 17 | +6,779 | 9.74% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | New | 59,956 | 1,602 | 0.01% | — | 18 | +59,956 | New | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 57,607 | 1,539 | 0.57% | 0.55% | 19 | +130 | 0.23% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 55,003 | 1,470 | 0.0% | 0.0% | 20 | -21,415 | -28.02% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 46,647 | 1,246 | 0.03% | 0.03% | 21 | -1,724 | -3.56% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 44,324 | 1,184 | 0.02% | — | 22 | +44,324 | New | Q1 2026 | May 12, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 38,287 | 1,023 | 0.45% | — | 23 | +38,287 | New | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,002 | 962 | 0.0% | 0.0% | 24 | -13,261 | -26.92% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,264 | 595 | 0.0% | 0.0% | 25 | -6,117 | -21.55% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,799 | 556 | 0.0% | 0.0% | 26 | +5,038 | 31.96% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 20,320 | 543 | 0.0% | 0.0% | 27 | -627 | -2.99% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 18,485 | 494 | 0.0% | — | 28 | +18,485 | New | Q1 2026 | May 15, 2026 |
| Richmond Investment Services, LLC | History | New | 14,689 | 392 | 0.06% | — | 29 | +14,689 | New | Q1 2026 | Apr 29, 2026 |
| Regal Investment Advisors LLC | History | New | 14,515 | 387 | 0.02% | — | 30 | +14,515 | New | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | No change | 14,260 | 381 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 13,273 | 355 | 0.0% | — | 32 | +13,273 | New | Q1 2026 | Apr 30, 2026 |
| CRA Financial Services, LLC | History | No change | 8,400 | 224 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Added to | 8,333 | 222 | 0.0% | 0.0% | 34 | +15 | 0.18% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,743 | 100 | 0.0% | 0.0% | 35 | +2,080 | 125.08% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,005 | 80 | 0.0% | 0.0% | 36 | +12 | 0.4% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,250 | 60 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 875 | 23 | 0.0% | — | 38 | +875 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 450 | 12 | 0.0% | — | 39 | +450 | New | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | New | 105 | 2 | 0.0% | — | 40 | +105 | New | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,460 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |