35 tracked 13F filers disclose a position in MFSV as of the latest SEC 13F filings, a combined $325.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $122.1M | 4.6M | ▲+254% Added · +3.3M sh | Q1 2026 | |
| 2 | Paul R. Ried Financial Group, LLC | $32.5M | 1.1M | ▲+19% Added · +180K sh | Q2 2026 | |
| 3 | SFG Wealth Management, LLC. | $31.4M | 1.1M | ▲+18% Added · +166K sh | Q2 2026 | |
| 4 | Arkadios Wealth Advisors | $22.9M | 856K | ▲+22% Added · +152K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $22.3M | 849K | ▲+125% Added · +471K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $16.8M | 589K | ▼−28% Reduced · −232K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $14.4M | 539K | ▲+492% Added · +448K sh | Q1 2026 | |
| 8 | &PARTNERS | $9.1M | 340K | ▲12× Added · +312K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 334K | ▲16× Added · +313K sh | Q1 2026 | |
| 10 | Apollon Wealth Management, LLC | $8.5M | 318K | ▲+33% Added · +80K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $7.7M | 287K | ▲34× Added · +279K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 165K | ▲+63% Added · +64K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $3.4M | 128K | ▲+26% Added · +26K sh | Q1 2026 | |
| 14 | Keating Financial Advisory Services, Inc. | $2.5M | 95K | ▲New +95K sh | Q1 2026 | |
| 15 | BlueChip Wealth Advisors LLC | $2.6M | 91K | ▲+139% Added · +53K sh | Q2 2026 | |
| 16 | MARS JEWETT FINANCIAL GROUP, INC. | $2.2M | 84K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 17 | Advisory Services Network, LLC | $2.0M | 76K | ▲+9.7% Added · +7K sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $1.6M | 60K | ▲New +60K sh | Q1 2026 | |
| 19 | Prosperity Financial Group, Inc. | $1.6M | 57K | ▼−0.7% Reduced · −401 sh | Q2 2026 | |
| 20 | STIFEL FINANCIAL CORP | $1.5M | 55K | ▼−28% Reduced · −21K sh | Q1 2026 | |
| 21 | IHT Wealth Management, LLC | $1.2M | 47K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 22 | Kingsview Wealth Management, LLC | $1.2M | 44K | ▲New +44K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $962K | 36K | ▼−27% Reduced · −13K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $595K | 22K | ▼−22% Reduced · −6K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $543K | 20K | ▼−3.0% Reduced · −627 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in MFSV and 3 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 11 funds | $4.1B |
| NVIDIA CORPNVDA | 11 funds | $2.4B |
| AMAZON.COM INCAMZN | 11 funds | $2.0B |
| APPLE INCAAPL | 11 funds | $2.0B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 11 funds | $855.5M |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $679.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $663.3M |
| JPMORGAN CHASE & COJPM | 11 funds | $549.5M |
| COSTCO WHOLESALE CORPCOST | 11 funds | $429.4M |
| JOHNSON & JOHNSONJNJ | 11 funds | $350.9M |
Ranked by how many of MFSV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 59 funds | $688.2M |
| MFSVthis pageVALUE ETF | 35 funds | $325.1M |
| MFSBMF Closed and MF Open | 31 funds | $330.5M |
| MFSGGROWTH ETF | 29 funds | $240.0M |
| BRIEExchange Traded Funds (Country Baskets/iShares) - Domestic | 26 funds | $197.3M |
| MFSMINTERMEDITE MUNI | 13 funds | $32.8M |
| BREEBLENDED RESEARCH | 2 funds | $514K |
| 55286W603MID CAP ETF | 2 funds | $237K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MFSV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MFSV/capital-change-brief"
Use Arkolith's capital_change_brief for MFSV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MFSV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.