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 | 5,700,107 | 162,852 | 0.04% | 0.03% | 1 | +1,131,449 | 24.77% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,452,707 | 41,111 | 0.02% | 0.01% | 2 | +603,980 | 71.16% | Q2 2026 | Aug 14, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 1,138,859 | 32,537 | 14.21% | 11.91% | 3 | +180,040 | 18.78% | Q2 2026 | Jul 06, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 1,099,524 | 31,413 | 11.3% | 10.27% | 4 | +165,926 | 17.77% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,013,458 | 28,954 | 0.44% | 0.37% | 5 | +157,481 | 18.4% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 756,595 | 21,615 | 0.0% | 0.0% | 6 | +217,439 | 40.33% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 588,632 | 16,817 | 0.08% | 0.1% | 7 | -231,895 | -28.26% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 534,125 | 15,259 | 0.0% | 0.0% | 8 | +246,754 | 85.87% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 357,907 | 10,225 | 0.12% | 0.14% | 9 | +40,189 | 12.65% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | Added to | 346,332 | 9,951 | 0.04% | 0.04% | 10 | +6,010 | 1.77% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 340,588 | 9,730 | 0.0% | 0.0% | 11 | +7,080 | 2.12% | Q2 2026 | Sep 23, 2026 |
| POTENTIA WEALTH | History | New | 267,667 | 7,647 | 3.13% | — | 12 | +267,667 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 212,316 | 6,065 | 0.01% | 0.01% | 13 | +47,027 | 28.45% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 161,013 | 4,600 | 0.0% | 0.0% | 14 | +33,122 | 25.9% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | New | 123,636 | 3,532 | 0.08% | — | 15 | +123,636 | New | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | New | 122,050 | 3,486 | 0.07% | — | 16 | +122,050 | New | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 100,665 | 2,875 | 0.38% | 0.41% | 17 | +5,372 | 5.64% | Q2 2026 | Aug 11, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 91,486 | 2,613 | 0.99% | 0.45% | 18 | +53,199 | 138.95% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 84,045 | 2,401 | 0.03% | 0.03% | 19 | +7,683 | 10.06% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 82,994 | 2,371 | 0.0% | 0.0% | 20 | +27,991 | 50.89% | Q2 2026 | Aug 12, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Reduced | 79,656 | 2,275 | 0.46% | 0.71% | 21 | -3,918 | -4.69% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 77,906 | 2,225 | 0.03% | 0.02% | 22 | +33,582 | 75.76% | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 58,686 | 1,676 | 0.01% | 0.01% | 23 | -1,270 | -2.12% | Q2 2026 | Aug 17, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 57,206 | 1,634 | 0.51% | 0.57% | 24 | -401 | -0.7% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 57,011 | 1,628 | 0.0% | 0.0% | 25 | +38,526 | 208.42% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 54,408 | 1,554 | 0.0% | 0.0% | 26 | +33,609 | 161.59% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 39,814 | 1,137 | 0.0% | 0.0% | 27 | +3,812 | 10.59% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,817 | 1,109 | 0.0% | 0.0% | 28 | +16,553 | 74.35% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 33,802 | 965 | 0.02% | 0.03% | 29 | -12,845 | -27.54% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,673 | 533 | 0.0% | 0.0% | 30 | -1,647 | -8.11% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 16,605 | 474 | 0.02% | 0.02% | 31 | +2,090 | 14.4% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 14,576 | 416 | 0.0% | — | 32 | +14,576 | New | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,395 | 411 | 0.0% | 0.0% | 33 | +1,122 | 8.45% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | No change | 14,260 | 407 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 12,876 | 367 | 0.01% | — | 35 | +12,876 | New | Q2 2026 | Aug 06, 2026 |
| CRA Financial Services, LLC | History | No change | 8,400 | 239 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,334 | 210 | 0.0% | 0.0% | 37 | +3,591 | 95.94% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 6,757 | 193 | 0.01% | — | 38 | +6,757 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 3,005 | 80 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 2,250 | 64 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | New | 2,201 | 62 | 0.0% | — | 41 | +2,201 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 450 | 12 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | New | 260 | 7 | 0.0% | — | 43 | +260 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 116 | 3 | 0.0% | — | 45 | +116 | New | Q2 2026 | Jul 17, 2026 |
| Tidemark, LLC | History | No change | 105 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenbush Financial Group, LLC | History | Closed out | 0 | 0 | — | 4.57% | — | -515,923 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,689 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,333 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -875 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 32 | 0 | — | — | — | +31 | 3100.0% | Q2 2026 | Aug 13, 2026 |