MFS Active Value (MFSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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SFG Wealth Management, Llc.

INCREASED

Shares1,230,965 from 1,099,524

Change+131,441 (+12%)

Value$34.6M (+$3.2M)

Filed 2026-10-23

KWB Wealth

NEW

Shares919,981

Change+919,981

Value$25.9M

Filed 2026-10-16

Apollon Wealth Management, LLC

INCREASED

Shares376,785 from 357,907

Change+18,878 (+5%)

Value$10.6M (+$362.2K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

INCREASED

Shares222,084 from 212,316

Change+9,768 (+5%)

Value$6.2M (+$174.7K)

Filed 2026-11-02

BlueChip Wealth Advisors LLC

INCREASED

Shares129,655 from 91,486

Change+38,169 (+42%)

Value$3.6M (+$1.0M)

Filed 2026-11-03

Prosperity Financial Group, Inc.

DECREASED

Shares57,072 from 57,206

Change-134 (0%)

Value$1.6M (-$30.7K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares14,612 from 14,395

Change+217 (+2%)

Value$411 ($0)

Filed 2026-11-02

Park Avenue Securities LLC

UNCHANGED

Shares14,576 from 14,576

Change0 (0%)

Value$410 (-$6)

Filed 2026-10-26

CRA Financial Services, LLC

UNCHANGED

Shares8,400 from 8,400

Change0 (0%)

Value$236.0K (-$3.9K)

Filed 2026-10-16

Farther Finance Advisors, LLC

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$3.3K (-$54)

Filed 2026-10-08

International Assets Investment Management, LLC

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$12.9K)

Filed 2026-11-02

LPL Financial LLC

N/A

Shares— from 5,700,107

Change-5,700,107 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,452,707

Change-1,452,707 (-100%)

Value—

Paul R. Ried Financial Group, LLC

N/A

Shares— from 1,138,859

Change-1,138,859 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 1,013,458

Change-1,013,458 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 756,595

Change-756,595 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 588,632

Change-588,632 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 534,125

Change-534,125 (-100%)

Value—

&partners

N/A

Shares— from 346,332

Change-346,332 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 340,588

Change-340,588 (-100%)

Value—

Potentia Wealth

N/A

Shares— from 267,667

Change-267,667 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 161,013

Change-161,013 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 123,636

Change-123,636 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 122,050

Change-122,050 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 100,665

Change-100,665 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 84,045

Change-84,045 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 82,994

Change-82,994 (-100%)

Value—

Mars Jewett Financial Group, Inc.

N/A

Shares— from 79,656

Change-79,656 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 77,906

Change-77,906 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 58,686

Change-58,686 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 57,011

Change-57,011 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 54,408

Change-54,408 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 39,814

Change-39,814 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 38,817

Change-38,817 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 33,802

Change-33,802 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 18,673

Change-18,673 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 16,605

Change-16,605 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 14,260

Change-14,260 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 12,876

Change-12,876 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,334

Change-7,334 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 6,757

Change-6,757 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 2,250

Change-2,250 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,201

Change-2,201 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 260

Change-260 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

FMR LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

	Status
SFG Wealth Management, Llc.	INCREASED	1,230,965	1,099,524	+131,441	+12%	$31.4M	$34.6M	+$3.2M	2026-10-23
KWB Wealth	NEW	919,981	—	+919,981	—	—	$25.9M	—	2026-10-16
Apollon Wealth Management, LLC	INCREASED	376,785	357,907	+18,878	+5%	$10.2M	$10.6M	+$362.2K	2026-10-23
Commonwealth Equity Services, LLC	INCREASED	222,084	212,316	+9,768	+5%	$6.1M	$6.2M	+$174.7K	2026-11-02
BlueChip Wealth Advisors LLC	INCREASED	129,655	91,486	+38,169	+42%	$2.6M	$3.6M	+$1.0M	2026-11-03
Prosperity Financial Group, Inc.	DECREASED	57,072	57,206	-134	0%	$1.6M	$1.6M	-$30.7K	2026-10-29
Cambridge Investment Research Advisors, Inc.	INCREASED	14,612	14,395	+217	+2%	$411	$411	$0	2026-11-02
Park Avenue Securities LLC	UNCHANGED	14,576	14,576	0	0%	$416	$410	-$6	2026-10-26
CRA Financial Services, LLC	UNCHANGED	8,400	8,400	0	0%	$240.0K	$236.0K	-$3.9K	2026-10-16
Farther Finance Advisors, LLC	UNCHANGED	116	116	0	0%	$3.3K	$3.3K	-$54	2026-10-08
International Assets Investment Management, LLC	CLOSED	0	450	-450	-100%	$12.9K	$0	-$12.9K	2026-11-02
LPL Financial LLC	N/A	—	5,700,107	-5,700,107	-100%	$162.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	1,452,707	-1,452,707	-100%	$41.1M	—	—	—
Paul R. Ried Financial Group, LLC	N/A	—	1,138,859	-1,138,859	-100%	$32.5M	—	—	—
Arkadios Wealth Advisors	N/A	—	1,013,458	-1,013,458	-100%	$29.0M	—	—	—
Bank of America Corp	N/A	—	756,595	-756,595	-100%	$21.6M	—	—	—
Private Advisor Group, LLC	N/A	—	588,632	-588,632	-100%	$16.8M	—	—	—
Raymond James Financial Inc	N/A	—	534,125	-534,125	-100%	$15.3M	—	—	—
&partners	N/A	—	346,332	-346,332	-100%	$10.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	340,588	-340,588	-100%	$9.7M	—	—	—
Potentia Wealth	N/A	—	267,667	-267,667	-100%	$7.6M	—	—	—
Cetera Investment Advisers	N/A	—	161,013	-161,013	-100%	$4.6M	—	—	—
WCG Wealth Advisors LLC	N/A	—	123,636	-123,636	-100%	$3.5M	—	—	—
Savvy Advisors, Inc.	N/A	—	122,050	-122,050	-100%	$3.5M	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	100,665	-100,665	-100%	$2.9M	—	—	—
Advisory Services Network, LLC	N/A	—	84,045	-84,045	-100%	$2.4M	—	—	—
Stifel Financial Corp	N/A	—	82,994	-82,994	-100%	$2.4M	—	—	—
Mars Jewett Financial Group, Inc.	N/A	—	79,656	-79,656	-100%	$2.3M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	77,906	-77,906	-100%	$2.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	58,686	-58,686	-100%	$1.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	57,011	-57,011	-100%	$1.6M	—	—	—
Natixis Advisors, LLC	N/A	—	54,408	-54,408	-100%	$1.6K	—	—	—
Jane Street Group, LLC	N/A	—	39,814	-39,814	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	38,817	-38,817	-100%	$1.1M	—	—	—
IHT Wealth Management, LLC	N/A	—	33,802	-33,802	-100%	$965.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	18,673	-18,673	-100%	$533.5K	—	—	—
Regal Investment Advisors LLC	N/A	—	16,605	-16,605	-100%	$474.4K	—	—	—
Brown Advisory Inc	N/A	—	14,260	-14,260	-100%	$407.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	12,876	-12,876	-100%	$367.9K	—	—	—
Royal Bank of Canada	N/A	—	7,334	-7,334	-100%	$210.0K	—	—	—
IFG Advisory, LLC	N/A	—	6,757	-6,757	-100%	$193.0K	—	—	—
Sittner & Nelson, LLC	N/A	—	2,250	-2,250	-100%	$64.3K	—	—	—
Morgan Stanley	N/A	—	2,201	-2,201	-100%	$62.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	260	-260	-100%	$7.4K	—	—	—
Tidemark, LLC	N/A	—	105	-105	-100%	$3.0K	—	—	—
FMR LLC	N/A	—	32	-32	-100%	$914	—	—	—

Showing 46 of 46 institutions