MFSV Institutional Ownership
MFS Active Value ETF
1W: -0.7%
1M: -4.2%
YTD: -4.7%
$28.25
+0.14 (+0.48%)
Weekly Expected Move ±1.2%
$28
$28
$28
$29
$29
Overview
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Institutional Ownership — MFSV
50
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
432M
Total Invested
10
New Positions
25
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (52 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,700,107 | $161M | +1,131,449 | +24.8% | 4Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 1,452,707 | $41M | +603,980 | +71.2% | 4Q | SEC ↗ |
| 3 | Paul R. Ried Financial Group, LLC | 1,138,859 | $32M | +180,040 | +18.8% | 5Q | SEC ↗ |
| 4 | SFG Wealth Management, LLC. | 1,099,524 | $31M | +165,926 | +17.8% | 3Q | SEC ↗ |
| 5 | Arkadios Wealth Advisors | 1,013,458 | $29M | +157,481 | +18.4% | 5Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 756,595 | $21M | +217,439 | +40.3% | 3Q | SEC ↗ |
| 7 | Private Advisor Group, LLC | 588,632 | $17M | -231,895 | -28.3% | 3Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 534,125 | $15M | +246,754 | +85.9% | 3Q | SEC ↗ |
| 9 | Apollon Wealth Management, LLC | 357,907 | $10M | +40,189 | +12.6% | 5Q | SEC ↗ |
| 10 | &PARTNERS | 346,332 | $10M | +6,010 | +1.8% | 6Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 340,588 | $10M | +7,080 | +2.1% | 5Q | SEC ↗ |
| 12 | POTENTIA WEALTH NEW | 267,667 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 212,316 | $6M | +47,027 | +28.5% | 7Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 161,013 | $5M | +33,122 | +25.9% | 3Q | SEC ↗ |
| 15 | WCG Wealth Advisors LLC NEW | 123,636 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Savvy Advisors, Inc. NEW | 122,050 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Keating Financial Advisory Services, I | 100,665 | $3M | +5,372 | +5.6% | 2Q | SEC ↗ |
| 18 | BlueChip Wealth Advisors LLC | 91,486 | $3M | +53,199 | +138.9% | 2Q | SEC ↗ |
| 19 | Advisory Services Network, LLC | 84,045 | $2M | +7,683 | +10.1% | 6Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 82,994 | $2M | +27,991 | +50.9% | 5Q | SEC ↗ |
| 21 | MARS JEWETT FINANCIAL GROUP, INC. | 79,656 | $2M | -3,918 | -4.7% | 3Q | SEC ↗ |
| 22 | Kingsview Wealth Management, LLC | 77,906 | $2M | +33,582 | +75.8% | 2Q | SEC ↗ |
| 23 | Equitable Holdings, Inc. | 58,686 | $2M | -1,270 | -2.1% | 2Q | SEC ↗ |
| 24 | Prosperity Financial Group, Inc. | 57,206 | $2M | -401 | -0.7% | 3Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 57,011 | $2M | +38,526 | +208.4% | 2Q | SEC ↗ |
| 26 | NATIXIS ADVISORS, LLC | 54,408 | $2M | +33,609 | +161.6% | 3Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 39,814 | $1M | +3,812 | +10.6% | 4Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,817 | $1M | +16,553 | +74.3% | 3Q | SEC ↗ |
| 29 | IHT Wealth Management, LLC | 33,802 | $955K | -12,845 | -27.5% | 3Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 18,673 | $528K | -1,647 | -8.1% | 5Q | SEC ↗ |
| 31 | Regal Investment Advisors LLC | 16,605 | $469K | +2,090 | +14.4% | 2Q | SEC ↗ |
| 32 | PARK AVENUE SECURITIES LLC NEW | 14,576 | $412K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 14,395 | $407K | +1,122 | +8.5% | 2Q | SEC ↗ |
| 34 | BROWN ADVISORY INC | 14,260 | $403K | — | +0.0% | 6Q | SEC ↗ |
| 35 | Global Retirement Partners, LLC NEW | 12,876 | $364K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CRA Financial Services, LLC | 8,400 | $237K | — | +0.0% | 4Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 7,334 | $207K | +3,591 | +95.9% | 3Q | SEC ↗ |
| 38 | IFG Advisory, LLC NEW | 6,757 | $191K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CWM, LLC | 3,005 | $85K | +12 | +0.4% | 5Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 2,506 | $71K | — | +0.0% | 1Q | SEC ↗ |
| 41 | SITTNER & NELSON, LLC | 2,250 | $64K | — | +0.0% | 5Q | SEC ↗ |
| 42 | MORGAN STANLEY NEW | 2,201 | $62K | — | +0.0% | 1Q | SEC ↗ |
| 43 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 450 | $13K | — | +0.0% | 2Q | SEC ↗ |
| 44 | Ameritas Advisory Services, LLC NEW | 260 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Farther Finance Advisors, LLC NEW | 116 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Tidemark, LLC | 105 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 47 | FMR LLC | 32 | $1K | +31 | +3100.0% | 2Q | SEC ↗ |
| 48 | Greenbush Financial Group, LLC | 0 | $0K | -515,923 | -100.0% | 5Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. | 0 | $0K | -875 | -100.0% | 1Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 0 | $0K | -42,460 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| POTENTIA WEALTH | 267,667 | $8M |
| WCG Wealth Advisors LLC | 123,636 | $3M |
| Savvy Advisors, Inc. | 122,050 | $3M |
| PARK AVENUE SECURITIES LLC | 14,576 | $412K |
| Global Retirement Partners, LLC | 12,876 | $364K |
| IFG Advisory, LLC | 6,757 | $191K |
| Integrated Wealth Concepts LLC | 2,506 | $71K |
| MORGAN STANLEY | 2,201 | $62K |
| Ameritas Advisory Services, LLC | 260 | $7K |
| Farther Finance Advisors, LLC | 116 | $3K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Greenbush Financial Group, LLC | 515,923 | $15M |
| CITADEL ADVISORS LLC | 42,460 | $1M |
| Richmond Investment Services, LLC | 14,689 | $415K |
| Mariner, LLC | 8,333 | $235K |
| HARBOUR INVESTMENTS, INC. | 875 | $25K |
Biggest Increases (20)
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -231,895 | -28.3% | 588,632 |
| IHT Wealth Management, LLC | -12,845 | -27.5% | 33,802 |
| MARS JEWETT FINANCIAL GROUP, INC. | -3,918 | -4.7% | 79,656 |
| Steward Partners Investment Advisor | -1,647 | -8.1% | 18,673 |
| Equitable Holdings, Inc. | -1,270 | -2.1% | 58,686 |
| Prosperity Financial Group, Inc. | -401 | -0.7% | 57,206 |