Mariner
MFSV

Mariner’s MFS Active Value ETF MFSV Stock Holding History

Mariner’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 		$223K Buy
8,333
+15
+0.2% +$410 ﹤0.01% 3098
2025
Q4 		$221K Buy
+8,318
New +$217K ﹤0.01% 3093

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 $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

Mariner's MFSV Position: Q1 2026 in Review

Mariner increased its MFS Active Value ETF (MFSV) stake by 0.18% in Q1 2026, buying an estimated $410 and bringing the position to 8,333 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Mariner first reported a position in MFSV in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Mariner held 8,333 shares of MFS Active Value ETF worth $223K as of Q1 2026.
  • Mariner bought 15 MFS Active Value ETF shares in Q1 2026, an estimated $410.
  • MFS Active Value ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3098 holding.
  • Mariner first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.