LPL Financial
MFSV

LPL Financial’s MFS Active Value ETF MFSV Stock Holding History

LPL Financial’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 		$122M Buy
4,568,658
+3,277,847
+254% +$89.6M 0.03% 504
2025
Q4 		$34.3M Buy
1,290,811
+969,181
+301% +$25.3M 0.01% 1066
2025
Q3 		$8.41M Buy
+321,630
New +$8.23M ﹤0.01% 2032

Other funds holding MFSV

PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 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 $21.8B AUM 28.57% 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 $340M AUM 22.36% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LPL Financial's MFSV Position: Q1 2026 in Review

LPL Financial increased its MFS Active Value ETF (MFSV) stake by 254% in Q1 2026, buying an estimated $89.6M and bringing the position to 4,568,658 shares worth $122M. The position accounts for 0.03% of the portfolio, ranked #504.

LPL Financial first reported a position in MFSV in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • LPL Financial held 4,568,658 shares of MFS Active Value ETF worth $122M as of Q1 2026.
  • LPL Financial bought 3,277,847 MFS Active Value ETF shares in Q1 2026, an estimated $89.6M.
  • MFS Active Value ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #504 holding.
  • LPL Financial first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.