MFS ACTIVE VALUE MFSV
$29.00
+1.1% 52w: $24.27 – $29.00
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.2726.6329.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
41
+11 QoQ
13F value
$330.3M
+110.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MFSV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.6M | $122.1M | 0.0% | +253.9% |
| Paul R. Ried Financial Group, LLC | Wealth advisor | 958.8K | $25.6M | 11.9% | +60.8% |
| SFG Wealth Management, LLC. | Wealth advisor | 933.6K | $25.0M | 10.3% | +41.5% |
| Arkadios Wealth Advisors | Wealth advisor | 856.0K | $22.9M | 0.4% | +21.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 848.7K | $22.3M | 0.0% | +124.8% |
| Private Advisor Group, LLC | Wealth advisor | 820.5K | $21.9M | 0.1% | +4.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 539.2K | $14.4M | 0.0% | +492.1% |
| Greenbush Financial Group, LLC | Wealth advisor | 515.9K | $13.8M | 4.6% | +34.1% |
| &PARTNERS | Diversified mechanical | 340.3K | $9.1M | 0.0% | +1087.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 333.5K | $8.9M | 0.0% | +1549.6% |
| Apollon Wealth Management, LLC | Diversified mechanical | 317.7K | $8.5M | 0.1% | +33.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 287.4K | $7.7M | 0.0% | +3272.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 165.3K | $4.4M | 0.0% | +63.5% |
| Cetera Investment Advisers | Wealth advisor | 127.9K | $3.4M | 0.0% | +25.6% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 95.3K | $2.5M | 0.4% | New |
| MARS JEWETT FINANCIAL GROUP, INC. | Wealth advisor | 83.6K | $2.2M | 0.7% | +2.1% |
| Advisory Services Network, LLC | Diversified mechanical | 76.4K | $2.0M | 0.0% | +9.7% |
| Equitable Holdings, Inc. | Wealth advisor | 60.0K | $1.6M | 0.0% | New |
| Prosperity Financial Group, Inc. | Wealth advisor | 57.6K | $1.5M | 0.6% | +0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 55.0K | $1.5M | 0.0% | -28.0% |
| IHT Wealth Management, LLC | Wealth advisor | 46.6K | $1.2M | 0.0% | -3.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 44.3K | $1.2M | 0.0% | New |
| BlueChip Wealth Advisors LLC | Wealth advisor | 38.3K | $1.0M | 0.4% | New |
| JANE STREET GROUP, LLC | Market maker | 36.0K | $962K | 0.0% | -26.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 22.3K | $595K | 0.0% | -21.6% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 20.8K | $556K | 0.0% | +32.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 20.3K | $543K | 0.0% | -3.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 18.5K | $494K | 0.0% | New |
| Richmond Investment Services, LLC | Wealth advisor | 14.7K | $393K | 0.1% | New |
| Regal Investment Advisors LLC | Wealth advisor | 14.5K | $388K | 0.0% | New |
| BROWN ADVISORY INC | Diversified mechanical | 14.3K | $381K | 0.0% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.3K | $355K | 0.0% | New |
| CRA Financial Services, LLC | Wealth advisor | 8.4K | $225K | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 8.3K | $223K | 0.0% | +0.2% |
| ROYAL BANK OF CANADA | Bank broker | 3.7K | $100K | 0.0% | +125.1% |
| CWM, LLC | Wealth advisor | 3.0K | $80K | 0.0% | +0.4% |
| SITTNER & NELSON, LLC | Other | 2.3K | $60K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 875 | $23K | 0.0% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 450 | $12K | 0.0% | New |
| Tidemark, LLC | Wealth advisor | 105 | $3K | 0.0% | New |
| FMR LLC | Long only active | 1 | $27 | 0.0% | New |
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