Who Owns MFS ACTIVE EXCHANGE TRADED (MFSV)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $433.7M of MFS ACTIVE EXCHANGE TRADED (MFSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($162.9M), JONES FINANCIAL COMPANIES LLLP ($41.1M), Paul R. Ried Financial Group, LLC ($32.5M), SFG Wealth Management, LLC. ($31.4M), Arkadios Wealth Advisors ($29.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$162.9M5.7MAdded
2JONES FINANCIAL COMPANIES LLLP$41.1M1.5MAdded
3Paul R. Ried Financial Group, LLC$32.5M1.1MAdded
4SFG Wealth Management, LLC.$31.4M1.1MAdded
5Arkadios Wealth Advisors$29.0M1.0MAdded
6BANK OF AMERICA CORP /DE/$21.6M756,595Added
7Private Advisor Group, LLC$16.8M588,632Trimmed
8RAYMOND JAMES FINANCIAL INC$15.3M534,125Added
9Apollon Wealth Management, LLC$10.2M357,907Added
10&PARTNERS$10.0M346,332Added
11ENVESTNET ASSET MANAGEMENT INC$9.7M340,588Added
12POTENTIA WEALTH$7.6M267,667New
13COMMONWEALTH EQUITY SERVICES, LLC$6.1M212,316Added
14Cetera Investment Advisers$4.6M161,013Added
15WCG Wealth Advisors LLC$3.5M123,636New
16Savvy Advisors, Inc.$3.5M122,050New
17Keating Financial Advisory Services, Inc.$2.9M100,665Added
18BlueChip Wealth Advisors LLC$2.6M91,486Added
19Advisory Services Network, LLC$2.4M84,045Added
20STIFEL FINANCIAL CORP$2.4M82,994Added
21MARS JEWETT FINANCIAL GROUP, INC.$2.3M79,656Trimmed
22Kingsview Wealth Management, LLC$2.2M77,906Added
23Equitable Holdings, Inc.$1.7M58,686Trimmed
24Prosperity Financial Group, Inc.$1.6M57,206Trimmed
25GOLDMAN SACHS GROUP INC$1.6M57,011Added

Source: SEC Form 13F filings · as of 2026-06-30