Latest Period
Q1 2026
Security Snapshot
MFS Active Exchange Traded Funds Trust - Exchange Traded Fund (ETF) Shares (MFSV) Institutional Ownership
CUSIP: 55286W504
13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026
Institutions Reporting
41
Shares (Excl. Options)
12,372,306
Price
$26.73
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- Security type / class
- Equity / Exchange Traded Fund (ETF) Shares
- Symbol
- MFSV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,372,306
- Total 13F value
- $330,313,409
- Portfolio coverage rank
- 0%
- Share change
- +6,452,530
- Value change
- +$172,263,248
- Number of holders
- 41
- Shares outstanding
- 18,368,694
- SEC-reported price per share
- $29.16
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MFSV - MFS Active Exchange Traded Funds Trust - Exchange Traded Fund (ETF) Shares is tracked under CUSIP 55286W504.
- 41 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 41 to 12 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $330,313,409 to $102,390,467.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 41 institutions filings for Q1 2026.
Security key
55286W504
Latest holder period
Q1 2026
13F holders
41
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 55286W504:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
MFSV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Paul R. Ried Financial Group, LLC | 6.2% | $32,195,544 | 1,138,859 | Paul R. Ried Financial Group, LLC | 30 Jun 2026 |
As of 31 Mar 2026, 41 institutional investors reported holding 12,372,306 shares of MFS Active Exchange Traded Funds Trust - Exchange Traded Fund (ETF) Shares (MFSV). This represents 67% of the company’s total 18,368,694 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
67%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 25% | 4,568,658 | +254% | 0.03% | $122,120,220 |
| Paul R. Ried Financial Group, LLC | 5.2% | 958,819 | +61% | 12% | $25,629,232 |
| SFG Wealth Management, LLC. | 5.1% | 933,598 | +42% | 10% | $24,955,088 |
| Arkadios Wealth Advisors | 4.7% | 855,977 | +22% | 0.38% | $22,880,260 |
| JONES FINANCIAL COMPANIES LLLP | 4.6% | 848,727 | +125% | 0.01% | $22,287,559 |
| Private Advisor Group, LLC | 4.5% | 820,527 | +4% | 0.1% | $21,932,702 |
| BANK OF AMERICA CORP /DE/ | 2.9% | 539,156 | +492% | 0% | $14,411,640 |
| Greenbush Financial Group, LLC | 2.8% | 515,923 | +34% | 4.6% | $13,790,617 |
| &PARTNERS | 1.9% | 340,322 | +1087% | 0.05% | $9,097,137 |
| ENVESTNET ASSET MANAGEMENT INC | 1.8% | 333,508 | +1550% | 0% | $8,914,678 |
| Apollon Wealth Management, LLC | 1.7% | 317,718 | +33% | 0.14% | $8,492,610 |
| RAYMOND JAMES FINANCIAL INC | 1.6% | 287,371 | +3273% | 0% | $7,681,427 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.9% | 165,289 | +63% | 0.01% | $4,418,170 |
| Cetera Investment Advisers | 0.7% | 127,891 | +26% | 0% | $3,418,536 |
| Keating Financial Advisory Services, Inc. | 0.52% | 95,293 | 0.41% | $2,547,182 | |
| MARS JEWETT FINANCIAL GROUP, INC. | 0.45% | 83,574 | +2.1% | 0.71% | $2,233,945 |
| Advisory Services Network, LLC | 0.42% | 76,362 | +9.7% | 0.03% | $2,041,144 |
| Equitable Holdings, Inc. | 0.33% | 59,956 | 0.01% | $1,602,624 | |
| Prosperity Financial Group, Inc. | 0.31% | 57,607 | +0.23% | 0.57% | $1,539,835 |
| STIFEL FINANCIAL CORP | 0.3% | 55,003 | -28% | 0% | $1,470,230 |
| IHT Wealth Management, LLC | 0.25% | 46,647 | -3.6% | 0.03% | $1,246,874 |
| Kingsview Wealth Management, LLC | 0.24% | 44,324 | 0.02% | $1,184,781 | |
| BlueChip Wealth Advisors LLC | 0.21% | 38,287 | 0.45% | $1,023,414 | |
| JANE STREET GROUP, LLC | 0.2% | 36,002 | -27% | 0% | $962,333 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.12% | 22,264 | -22% | 0% | $595,117 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,583,867 | $102,390,467 | -$6,472,687 | $28.57 | 12 |
| 2026 Q1 | 12,372,306 | $330,313,409 | +$172,263,248 | $26.73 | 41 |
| 2025 Q4 | 5,919,776 | $157,242,779 | +$102,820,623 | $26.54 | 30 |
| 2025 Q3 | 1,963,704 | $51,330,811 | +$34,185,118 | $26.14 | 19 |
| 2025 Q2 | 656,696 | $16,592,092 | +$6,979,541 | $25.29 | 15 |
| 2025 Q1 | 380,579 | $9,393,609 | +$8,241,491 | $24.69 | 7 |
| 2024 Q4 | 48,129 | $1,142,563 | +$1,142,563 | $23.75 | 2 |