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MFS Active Value (MFSV)

CUSIP: 55286W504 | NYSE | 55 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

SFG Wealth Management, Llc.1,230,965
12.3% of portfolio›$34.6M
KWB Wealth919,981
2.2% of portfolio›$25.9M
Apollon Wealth Management, LLC376,785
0.1% of portfolio›$10.6M
Commonwealth Equity Services, LLC222,084
0.0% of portfolio›$6.2M
BlueChip Wealth Advisors LLC129,655
1.2% of portfolio›$3.6M
Prosperity Financial Group, Inc.57,072
0.5% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.14,612
0.0% of portfolio›$411
Park Avenue Securities LLC14,576
0.0% of portfolio›$410
CRA Financial Services, LLC8,400
0.0% of portfolio›$236.0K
Farther Finance Advisors, LLC116
0.0% of portfolio›$3.3K
StyleTurnoverLocationFiled
SFG Wealth Management, Llc.
1,230,965$34.6M12.3%ETFMediumTowson, MD2026-10-23
KWB Wealth
919,981$25.9M2.2%ETFMediumRedlands, CA2026-10-16
Apollon Wealth Management, LLC
376,785$10.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
222,084$6.2M0.0%ETFLowWaltham, MA2026-11-02
BlueChip Wealth Advisors LLC
129,655$3.6M1.2%ETFMediumMilton, GA2026-11-03
Prosperity Financial Group, Inc.
57,072$1.6M0.5%GrowthMediumSan Ramon, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
14,612$4110.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
14,576$4100.0%ETFMediumNew York, NY2026-10-26
CRA Financial Services, LLC
8,400$236.0K0.0%ETFVery LowNorthfield, NJ2026-10-16
Farther Finance Advisors, LLC
116$3.3K0.0%IndexLowSan Francisco, CA2026-10-08