13F Insight
DOSSIER · 13F Holders · Q2 2026
MFSV

MFS ACTIVE EXCHANGE TRADED F

47 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W504·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$416M
visible holders
Holders
47
filers reporting
Concentration
39.14%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported MFSV in Q2 2026. LPL Financial LLC leads at 39.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$163M5.7M0.04%Q2 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$41M1.5M0.02%Q2 202603
Paul R. Ried Financial Group, LLC
CIK 0002033053
$33M1.1M14.21%Q2 202604
SFG Wealth Management, LLC.
CIK 0001908914
$31M1.1M11.30%Q2 202605
Arkadios Wealth Advisors
CIK 0001800798
$29M1.0M0.44%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$22M757K0.00%Q2 202607
Private Advisor Group, LLC
CIK 0001567755
$17M589K0.08%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M534K0.00%Q2 202609
Apollon Wealth Management, LLC
CIK 0001764387
$10M358K0.12%Q2 202610
&PARTNERS
CIK 0000107136
$10M346K0.04%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M341K0.00%Q2 202612
POTENTIA WEALTH
CIK 0002052308
$8M268K3.13%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M212K0.01%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$5M161K0.00%Q2 202615
WCG Wealth Advisors LLC
CIK 0001855713
$4M124K0.08%Q2 202616
Savvy Advisors, Inc.
CIK 0002003633
$3M122K0.07%Q2 202617
Keating Financial Advisory Services, Inc.
CIK 0002103443
$3M101K0.38%Q2 202618
BlueChip Wealth Advisors LLC
CIK 0002015578
$3M91K0.99%Q2 202619
Advisory Services Network, LLC
CIK 0001573876
$2M84K0.03%Q2 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$2M83K0.00%Q2 2026
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