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
Q2 		$163M Buy
5,700,107
+1,131,449
+25% +$31.4M 0.04% 464
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's MFSV Position: Q2 2026 in Review

LPL Financial increased its MFS Active Value ETF (MFSV) stake by 25% in Q2 2026, buying an estimated $31.4M and bringing the position to 5,700,107 shares worth $163M. The position accounts for 0.04% of the portfolio, ranked #464.

LPL Financial first reported a position in MFSV in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • LPL Financial held 5,700,107 shares of MFS Active Value ETF worth $163M as of Q2 2026.
  • LPL Financial bought 1,131,449 MFS Active Value ETF shares in Q2 2026, an estimated $31.4M.
  • MFS Active Value ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #464 holding.
  • LPL Financial first reported a position in MFS Active Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.