Citadel Advisors
MFSV

Citadel Advisors’s MFS Active Value ETF MFSV Stock Holding History

Citadel Advisors’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42,460
Closed -$1.13M – 14599
2025
Q4 		$1.13M Buy
+42,460
New +$1.11M ﹤0.01% 7128
2025
Q3 		– Sell
-12,957
Closed -$328K – 14484
2025
Q2 		$328K Buy
+12,957
New +$315K ﹤0.01% 9599

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors's MFSV Position: Q1 2026 in Review

Citadel Advisors sold out of MFS Active Value ETF (MFSV) in Q1 2026, closing a stake of 42,460 shares — an estimated $1.13M sold.

Citadel Advisors first reported a position in MFSV in Q2 2025 and held it in 2 quarters. The position peaked at $1.13M in Q4 2025. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Citadel Advisors reported no remaining MFS Active Value ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 42,460 MFS Active Value ETF shares in Q1 2026, an estimated $1.13M.
  • Citadel Advisors first reported a position in MFS Active Value ETF in Q2 2025 and held it in 2 quarters.
  • Citadel Advisors's MFS Active Value ETF position peaked at $1.13M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.