MFSV institutional holders

MFS Active Value ETF · 47 reporting institutions · $431.5M reported value

Funds that can replace MFSV · MFSV return decomposition

Institutional holdings

Institutions reporting MFSV, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$162.9M23,4582026-06-30
Jones Financial Companies LLLP$41.1M02026-06-30
Paul R. Ried Financial Group, LLC$32.5M92026-06-30
Sfg Wealth Management, Llc.$31.4M92026-06-30
Arkadios Wealth Advisors$29M2262026-06-30
Bank of America Corp /de$21.6M02026-06-30
Private Advisor Group, LLC$16.8M9272026-06-30
Raymond James Financial Inc$15.3M02026-06-30
Apollon Wealth Management, LLC$10.2M1512026-06-30
&partners$10M5552026-06-30
Envestnet Pmc$9.7M602026-06-30
Potentia Wealth$7.6M92026-06-30
Commonwealth Equity Services, LLC$6.1M2,8632026-06-30
Cetera Investment Advisers$4.6M10,3702026-06-30
Wcg Wealth Advisors LLC$3.5M1302026-06-30
Savvy Advisors, Inc.$3.5M2142026-06-30
Keating Financial Advisory Services, Inc.$2.9M252026-06-30
Bluechip Wealth Advisors LLC$2.6M62026-06-30
Advisory Services Network$2.4M2532026-06-30
Stifel Financial Corp$2.4M02026-06-30
Mars Jewett Financial Group, Inc.$2.3M72026-06-30
Kingsview Wealth Management, LLC$2.2M1152026-06-30
Equitable Holdings, Inc.$1.7M02026-06-30
Prosperity Financial Group, Inc.$1.6M02026-06-30
Goldman Sachs Group Inc$1.6M02026-06-30
Jane Street Group, LLC$1.1M02026-06-30
Susquehanna International Group, LLP$1.1M02026-06-30
Iht Wealth Management LLC$965.7K1592026-06-30
Steward Partners Investment Advisory, LLC$533.5K4812026-06-30
Regal Investment Advisors LLC$474.4K1172026-06-30
Brown Advisory Inc$407.4K02026-06-30
Global Retirement Partners LLC$367.9K4912026-06-30
Cra Financial Services, LLC$240K122026-06-30
Royal Bank of Canada$210K02026-06-30
Ifg Advisory, LLC$193K1102026-06-30
Cwm, LLC$80.3K6672026-03-31
Integrated Wealth Concepts LLC$71.6K4802026-06-30
Sittner & Nelson, LLC$64.3K42026-06-30
Morgan Stanley$62.9K23,1852026-06-30
International Assets Investment Management, LLC$12.9K1222026-06-30
Ameritas Advisory Services, LLC$7.4K5502026-06-30
Farther Finance Advisors, LLC$3.3K3342026-06-30
Tidemark, LLC$3K82026-06-30
Natixis Advisors, LLC$1.6K572026-06-30
Fmr LLC$91402026-06-30
Park Avenue Securities LLC$4161,9082026-06-30
Cambridge Investment Research Advisors, Inc.$3553,9402026-03-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30