16 institutions reported holding $116.0M of MFS ACTIVE EXCHANGE TRADED F (MFSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Paul R. Ried Financial Group, LLC ($32.5M), SFG Wealth Management, LLC. ($31.4M), Private Advisor Group, LLC ($16.8M), Apollon Wealth Management, LLC ($10.2M), ENVESTNET ASSET MANAGEMENT INC ($9.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Paul R. Ried Financial Group, LLC | $32.5M | 1.1M | Added |
| 2 | SFG Wealth Management, LLC. | $31.4M | 1.1M | Added |
| 3 | Private Advisor Group, LLC | $16.8M | 588,632 | Trimmed |
| 4 | Apollon Wealth Management, LLC | $10.2M | 357,907 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $9.7M | 340,588 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 212,316 | Added |
| 7 | Savvy Advisors, Inc. | $3.5M | 122,050 | New |
| 8 | BlueChip Wealth Advisors LLC | $2.6M | 91,486 | Added |
| 9 | Prosperity Financial Group, Inc. | $1.6M | 57,206 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $822,000 | 28,790 | Added |
| 11 | PARK AVENUE SECURITIES LLC | $416,000 | 14,576 | New |
| 12 | CRA Financial Services, LLC | $239,988 | 8,400 | Hold |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12,906 | 450 | Hold |
| 14 | Farther Finance Advisors, LLC | $3,314 | 116 | New |
| 15 | Richmond Investment Services, LLC | $0 | 0 | Exited |
| 16 | Greenbush Financial Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30