13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
MFSV

MFS ACTIVE EXCHANGE TRADED F

43 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W504·43 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.7%
vs prior quarter
13F value held
$321M
58.0% inst. owned
of float
Holders
43
+53 QoQ
filers reporting
Activity
+42 / −47
+943 added · −737 reduced
this quarter
Concentration
37.99%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

43 institutions reported MFSV in Q1 2026. LPL Financial LLC leads at 38.0% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$122M4.6M0.03%Q1 202602
Paul R. Ried Financial Group, LLC
CIK 0002033053
$26M959K11.91%Q1 202603
SFG Wealth Management, LLC.
CIK 0001908914
$25M934K10.27%Q1 202604
Arkadios Wealth Advisors
CIK 0001800798
$23M856K0.37%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$22M849K0.01%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$22M821K0.10%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M539K0.00%Q1 202608
Greenbush Financial Group, LLC
CIK 0002061818
$14M516K4.57%Q1 202609
&PARTNERS
CIK 0000107136
$9M340K0.04%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M334K0.00%Q1 202611
Apollon Wealth Management, LLC
CIK 0001764387
$8M318K0.14%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M287K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M165K0.01%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$3M128K0.00%Q1 202615
Keating Financial Advisory Services, Inc.
CIK 0002103443
$3M95K0.41%Q1 202616
MARS JEWETT FINANCIAL GROUP, INC.
CIK 0002079098
$2M84K0.71%Q1 202617
Advisory Services Network, LLC
CIK 0001573876
$2M76K0.03%Q1 202618
Equitable Holdings, Inc.
CIK 0001333986
$2M60K0.01%Q1 202619
Prosperity Financial Group, Inc.
CIK 0001991334
$2M58K0.57%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$1M55K0.00%Q1 2026
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