§ EQUITY
USDMFSV
MFS ACTIVE VALUE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
35 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 4.6M | 0.0% | +254% |
| Paul R. Ried Financial Group, LLC | 959K | 11.9% | +61% |
| SFG Wealth Management, LLC. | 934K | 10.3% | +42% |
| Arkadios Wealth Advisors | 856K | 0.4% | +22% |
| JONES FINANCIAL COMPANIES LLLP | 849K | 0.0% | +125% |
| Private Advisor Group, LLC | 821K | 0.1% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for MFSV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.5% · 37 holders
DEALER / BANK4.5% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MFSV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MFSV yet.