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MFSV — MFS ACTIVE EXCHANGE TRADED F

Reported value held$24.44M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$23.31M · 815.84K sh
New / Add / Cut / Exit1 / 3 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +46.3% (+258.20K sh)
Institutional value change Up +56.4%

As of Q2 2026, 4 SEC-registered investment managers reported holding MFSV (MFS ACTIVE EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $23.31M across 815.84K shares. That is +46.3% by share count (+258.20K shares) versus the previous quarter, while reported value moved +56.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 756.60K $21.62M 0.00% Add
Goldman Sachs Group history 57.01K $1.63M 0.00% Add
Morgan Stanley history 2.20K $62.88K 0.00% New
Fidelity Management & Research (FMR) history 32 $914 0.00% Add

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 539.16K $14.41M 0.00% Add
Goldman Sachs Group history 18.48K $494.10K 0.00% New
Fidelity Management & Research (FMR) history 1 $27 0.00% New

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 91.06K $2.42M 0.00% New
Citadel Advisors history 42.46K $1.13M 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history 1 $26 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 12.96K $327.63K 0.00% New

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 188 $4.64K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Bank of America Corp 756.60K 539.16K 91.06K — — —
Goldman Sachs Group 57.01K 18.48K — — — —
Morgan Stanley 2.20K — — — — —
Fidelity Management & Research (FMR) 32 1 — 1 — —
Citadel Advisors — — 42.46K — 12.96K —
UBS Group AG — — — — — 188

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