MFSV

MFS Active Value$27.90 0.50%
UnclassifiedUSCUSIP 55286W504· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
27
+5 QoQ
13F Value (tracked)
$257.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)4 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$27.90 0.50%1Y +12.0%
$21.92$23.58$25.23$26.89$28.55Dec 2024Mar 2025JulOctFeb 2026Jun224
Hover for who · click for detailEnd-of-day closing prices52w $24.70 – $28.15
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Use MFSV data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns MFSV

This stock page is the Follow view. The Build view lets your agent query MFSV owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MFSV"
Ask your agent
Use Arkolith to show who owns MFSV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

27 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$122.1M
4.6M
+254%
Added · +3.3M sh
Q1 2026
2Arkadios Wealth Advisors
$22.9M
856K
+22%
Added · +152K sh
Q1 2026
3JONES FINANCIAL COMPANIES LLLP
$22.3M
849K
+125%
Added · +471K sh
Q1 2026
4Private Advisor Group, LLC
$21.9M
821K
+4.0%
Added · +32K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$14.4M
539K
+492%
Added · +448K sh
Q1 2026
6&PARTNERS
$9.1M
340K
12×
Added · +312K sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$8.9M
334K
16×
Added · +313K sh
Q1 2026
8Apollon Wealth Management, LLC
$8.5M
318K
+33%
Added · +80K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$7.7M
287K
34×
Added · +279K sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$4.4M
165K
+63%
Added · +64K sh
Q1 2026
11Cetera Investment Advisers
$3.4M
128K
+26%
Added · +26K sh
Q1 2026
12Advisory Services Network, LLC
$2.0M
76K
+9.7%
Added · +7K sh
Q1 2026
13Equitable Holdings, Inc.
$1.6M
60K
New
+60K sh
Q1 2026
14STIFEL FINANCIAL CORP
$1.5M
55K
−28%
Reduced · −21K sh
Q1 2026
15IHT Wealth Management, LLC
$1.2M
47K
−3.6%
Reduced · −2K sh
Q1 2026
16Kingsview Wealth Management, LLC
$1.2M
44K
New
+44K sh
Q1 2026
17JANE STREET GROUP, LLC
$962K
36K
−27%
Reduced · −13K sh
Q1 2026
18SUSQUEHANNA INTERNATIONAL GROUP, LLP
$595K
22K
−22%
Reduced · −6K sh
Q1 2026
19Steward Partners Investment Advisory, LLC
$543K
20K
−3.0%
Reduced · −627 sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$494K
18K
New
+18K sh
Q1 2026
21Regal Investment Advisors LLC
$388K
15K
New
+15K sh
Q1 2026
22BROWN ADVISORY INC
$381K
14K
Held
Q1 2026
23Mariner, LLC
$223K
8K
+0.2%
Added · +15 sh
Q1 2026
24ROYAL BANK OF CANADA
$100K
4K
+125%
Added · +2K sh
Q1 2026
25CWM, LLC
$80K
3K
+0.4%
Added · +12 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

27 funds+25 since Q4 2024
01427Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $257.0M

Funds that own MFSV also own

CompanyCo-held byCombined value
APPLE INCAAPL10 funds$3.6B
NVIDIA CORPNVDA10 funds$3.0B
ISHARES CORE S&P 500 ETFIVV10 funds$2.8B
MICROSOFT CORPMSFT10 funds$2.2B
AMAZON.COM INCAMZN10 funds$1.8B
SS SPDR S&P 500 ETF TRUST-USSPY10 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ10 funds$1.6B
ALPHABET INC-CL AGOOGL10 funds$1.4B
ISHARES CORE U.S. AGGREGATEAGG10 funds$1.2B
BROADCOM INCAVGO10 funds$1.1B
JPMORGAN CHASE & COJPM10 funds$1.1B
VANGUARD GROWTH ETFVUG10 funds$1.1B

Ranked by how many of MFSV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.