Public ownership evidence

MFS Active Value ETF (MFSV) Ownership Disclosures

Read MFSV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

MFS Active Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
77,906
Value (USD)
$2,225,766
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MFSV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MFSV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2077,906$2,225,766None
Equitable Holdings, Inc.2026-06-302026-08-1858,686$1,676,659None
MARS JEWETT FINANCIAL GROUP, INC.2026-06-302026-08-1579,656$2,275,774None
Ameritas Advisory Services, LLC2026-06-302026-08-15260$7,428None
WCG Wealth Advisors LLC2026-06-302026-08-15123,636$3,532,270None
IFG Advisory, LLC2026-06-302026-08-156,757$193,036None
JANE STREET GROUP, LLC2026-06-302026-08-1539,814$1,137,486None
Regal Investment Advisors LLC2026-06-302026-08-1516,605$474,405None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1538,817$1,109,002None
BROWN ADVISORY INC2026-06-302026-08-1514,260$407,408None
&PARTNERS2026-06-302026-08-15346,332$9,951,986None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,452,707$41,111,597None
ROYAL BANK OF CANADA2026-06-302026-08-157,334$210,000None
IHT Wealth Management, LLC2026-06-302026-08-1533,802$965,721None
NATIXIS ADVISORS, LLC2026-06-302026-08-1554,408$1,554,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1557,011$1,628,804None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15289,043$8,257,966None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15245,082$7,001,993None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15504,818$14,422,650None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15251,777$7,193,269None
POTENTIA WEALTH2026-06-302026-08-14267,667$7,647,257None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1418,673$533,488None
MORGAN STANLEY2026-06-302026-08-142,201$62,883None
FMR LLC2026-06-302026-08-1432$914None
Integrated Wealth Concepts LLC2026-06-302026-08-132,506$71,597None
Cetera Investment Advisers2026-06-302026-08-13161,013$4,600,141None
Advisory Services Network, LLC2026-06-302026-08-1384,045$2,401,166None
STIFEL FINANCIAL CORP2026-06-302026-08-1382,994$2,371,142None
Keating Financial Advisory Services, Inc.2026-06-302026-08-12100,665$2,875,999None
Tidemark, LLC2026-06-302026-08-11105$3,000None
Arkadios Wealth Advisors2026-06-302026-08-11653,220$18,662,492None
Arkadios Wealth Advisors2026-06-302026-08-11360,238$10,292,007None
SITTNER & NELSON, LLC2026-06-302026-08-082,250$64,283None
LPL Financial LLC2026-06-302026-08-085,700,107$162,852,041None
Global Retirement Partners, LLC2026-06-302026-08-0712,876$367,867None
Savvy Advisors, Inc.2026-06-302026-08-04122,050$3,486,963None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04340,588$9,730,597None
BlueChip Wealth Advisors LLC2026-06-302026-07-3191,486$2,613,763None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3114,395$411,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30212,316$6,065,880None
Prosperity Financial Group, Inc.2026-06-302026-07-2957,206$1,634,375None
Private Advisor Group, LLC2026-06-302026-07-28587,914$16,796,705None
Private Advisor Group, LLC2026-06-302026-07-28718$20,513None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2814,395$411,000None
CRA Financial Services, LLC2026-06-302026-07-258,400$239,988None
Apollon Wealth Management, LLC2026-06-302026-07-24357,907$10,225,415None
SFG Wealth Management, LLC.2026-06-302026-07-231,099,524$31,413,406None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-23450$12,906None
PARK AVENUE SECURITIES LLC2026-06-302026-07-2114,576$416,000None
Farther Finance Advisors, LLC2026-06-302026-07-18116$3,314None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Equitable Holdings, Inc. ↗MARS JEWETT FINANCIAL GROUP, INC. ↗Ameritas Advisory Services, LLC ↗WCG Wealth Advisors LLC ↗IFG Advisory, LLC ↗JANE STREET GROUP, LLC ↗Regal Investment Advisors LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗BROWN ADVISORY INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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