Among active 13F managers last quarter, 3 opened and 4 added, while 3 reduced; the largest holder to move was Paul R. Ried Financial Group, LLC (+19%).
40 tracked 13F filers disclose a position in MFSV as of the latest SEC 13F filings, a combined $341.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.6M | $122.1M | ▲+254% Added · +3.3M sh | Q1 2026 | |
| 2 | Paul R. Ried Financial Group, LLC | 1.1M | $32.5M | ▲+19% Added · +180K sh | Q2 2026 | |
| 3 | SFG Wealth Management, LLC. | 1.1M | $31.4M | ▲+18% Added · +166K sh | Q2 2026 | |
| 4 | Arkadios Wealth Advisors | 1.0M | $29.0M | ▲+18% Added · +157K sh | Q2 2026 | |
| 5 | Jones Financial Companies LLLP | 849K | $22.3M | ▲+125% Added · +471K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | 589K | $16.8M | ▼−28% Reduced · −232K sh | Q2 2026 | |
| 7 | Bank Of America Corp | 539K | $14.4M | ▲+492% Added · +448K sh | Q1 2026 | |
| 8 | &Partners | 346K | $10.0M | ▲+1.8% Added · +6K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 334K | $8.9M | ▲16× Added · +313K sh | Q1 2026 | |
| 10 | Apollon Wealth Management, LLC | 318K | $8.5M | ▲+33% Added · +80K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 287K | $7.7M | ▲34× Added · +279K sh | Q1 2026 | |
| 12 | Potentia Wealth | 268K | $7.6M | ▲New +268K sh | Q2 2026 | |
| 13 | Commonwealth Equity Services, LLC | 165K | $4.4M | ▲+63% Added · +64K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | 128K | $3.4M | ▲+26% Added · +26K sh | Q1 2026 | |
| 15 | Keating Financial Advisory Services, Inc. | 101K | $2.9M | ▲+5.6% Added · +5K sh | Q2 2026 | |
| 16 | BlueChip Wealth Advisors LLC | 91K | $2.6M | ▲+139% Added · +53K sh | Q2 2026 | |
| 17 | Mars Jewett Financial Group, Inc. | 80K | $2.3M | ▼−4.7% Reduced · −4K sh | Q2 2026 | |
| 18 | Kingsview Wealth Management, LLC | 78K | $2.2M | ▲+76% Added · +34K sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | 76K | $2.0M | ▲+9.7% Added · +7K sh | Q1 2026 | |
| 20 | Equitable Holdings, Inc. | 59K | $1.7M | ▼−2.1% Reduced · −1K sh | Q2 2026 | |
| 21 | Prosperity Financial Group, Inc. | 57K | $1.6M | ▼−0.7% Reduced · −401 sh | Q2 2026 | |
| 22 | Stifel Financial Corp | 55K | $1.5M | ▼−28% Reduced · −21K sh | Q1 2026 | |
| 23 | Jane Street Group, LLC | 36K | $962K | ▼−27% Reduced · −13K sh | Q1 2026 | |
| 24 | IHT Wealth Management, LLC | 34K | $966K | ▼−28% Reduced · −13K sh | Q2 2026 | |
| 25 | Susquehanna International Group, LLP | 22K | $595K | ▼−22% Reduced · −6K 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, 3 funds opened a new position in MFSV and 4 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 15 funds | $4.2B |
| Nvidia CorpNVDA | 15 funds | $2.7B |
| Visa Inc-Class A SharesV | 15 funds | $2.4B |
| Apple IncAAPL | 15 funds | $2.4B |
| Ishares Core S&P 500 ETFIVV | 15 funds | $2.2B |
| Amazon.com IncAMZN | 15 funds | $2.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 15 funds | $969.3M |
| Meta Platforms Inc-Class AMETA | 15 funds | $726.3M |
| JPMorgan Chase & CoJPM | 15 funds | $607.9M |
| Costco Wholesale CorpCOST | 15 funds | $458.8M |
| Johnson & JohnsonJNJ | 15 funds | $376.6M |
Ranked by how many of MFSV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFSV.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 70 funds | $724.3M |
| MFSVthis pageVALUE ETF | 40 funds | $341.4M |
| MFSBFUND | 35 funds | $336.5M |
| MFSGMF Closed and MF Open | 34 funds | $224.5M |
| BRIEMF Closed and MF Open | 31 funds | $212.9M |
| MFSMINTERMEDITE MUNI | 16 funds | $34.3M |
| BRCEBLEND CORE ETF | 2 funds | $2.4M |
| BREEBLENDED RESEARCH | 2 funds | $1.5M |
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.