Latest Period
Q2 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 Q3 2026
Institutions Reporting
45
Shares (Excl. Options)
15,191,302
Price
$28.57
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Exchange Traded Fund (ETF) Shares
- Symbol
- MFSV
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 15,191,302
- Total 13F value
- $433,679,927
- Portfolio coverage rank
- 0%
- Share change
- +2,822,001
- Value change
- +$81,455,244
- Number of holders
- 45
- Shares outstanding
- 18,368,694
- SEC-reported price per share
- $28.10
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.
- 45 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 45 to 1 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $433,679,927 to $3,260.
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 45 institutions filings for Q2 2026.
Security key
55286W504
Latest holder period
Q2 2026
13F holders
45
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 30 Jun 2026, 45 institutional investors reported holding 15,191,302 shares of MFS Active Exchange Traded Funds Trust - Exchange Traded Fund (ETF) Shares (MFSV). This represents 83% 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
81%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 31% | 5,700,107 | +25% | 0.04% | $162,852,041 |
| JONES FINANCIAL COMPANIES LLLP | 7.9% | 1,452,707 | +71% | 0.02% | $41,111,597 |
| Paul R. Ried Financial Group, LLC | 6.2% | 1,138,859 | +19% | 14% | $32,537,202 |
| SFG Wealth Management, LLC. | 6% | 1,099,524 | +18% | 11% | $31,413,406 |
| Arkadios Wealth Advisors | 5.5% | 1,013,458 | +18% | 0.44% | $28,954,499 |
| BANK OF AMERICA CORP /DE/ | 4.1% | 756,595 | +40% | 0% | $21,615,919 |
| Private Advisor Group, LLC | 3.2% | 588,632 | -28% | 0.08% | $16,817,218 |
| RAYMOND JAMES FINANCIAL INC | 2.9% | 534,125 | +86% | 0% | $15,259,959 |
| Apollon Wealth Management, LLC | 1.9% | 357,907 | +13% | 0.12% | $10,225,415 |
| &PARTNERS | 1.9% | 346,332 | +1.8% | 0.04% | $9,951,986 |
| ENVESTNET ASSET MANAGEMENT INC | 1.9% | 340,588 | +2.1% | 0% | $9,730,597 |
| POTENTIA WEALTH | 1.5% | 267,667 | 3.1% | $7,647,257 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.2% | 212,316 | +28% | 0.01% | $6,065,880 |
| Cetera Investment Advisers | 0.88% | 161,013 | +26% | 0% | $4,600,141 |
| WCG Wealth Advisors LLC | 0.67% | 123,636 | 0.08% | $3,532,270 | |
| Savvy Advisors, Inc. | 0.66% | 122,050 | 0.07% | $3,486,963 | |
| Keating Financial Advisory Services, Inc. | 0.55% | 100,665 | +5.6% | 0.38% | $2,875,999 |
| BlueChip Wealth Advisors LLC | 0.5% | 91,486 | +139% | 0.99% | $2,613,763 |
| Advisory Services Network, LLC | 0.46% | 84,045 | +10% | 0.03% | $2,401,166 |
| STIFEL FINANCIAL CORP | 0.45% | 82,994 | +51% | 0% | $2,371,142 |
| MARS JEWETT FINANCIAL GROUP, INC. | 0.43% | 79,656 | -4.7% | 0.46% | $2,275,774 |
| Kingsview Wealth Management, LLC | 0.42% | 77,906 | +76% | 0.03% | $2,225,766 |
| Equitable Holdings, Inc. | 0.32% | 58,686 | -2.1% | 0.01% | $1,676,659 |
| Prosperity Financial Group, Inc. | 0.31% | 57,206 | -0.7% | 0.51% | $1,634,375 |
| GOLDMAN SACHS GROUP INC | 0.31% | 57,011 | +208% | 0% | $1,628,804 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 116 | $3,260 | $28.10 | 1 | |
| 2026 Q2 | 15,191,302 | $433,679,927 | +$81,455,244 | $28.57 | 45 |
| 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 |