Mfs Active Value
$29.72+0.7%
+$96.0M
Net Activity
+22.80% total shares
Institutions Holding
46
Popularity Rank
#6381
Avg Weight
0.70%
Total Value
$433.8M
46 institutions currently hold MFSV, with 35 net buyers and 10 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
10
Net Buying Institutions
35
Top 5 by Value
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Across its top 20 institutional holders, MFSV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 21/100).
MFSV ranks #6381 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
MFSV is a top-conviction position for Paul R. Ried Financial Group, LLC — at 14.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MFSV belongs to LPL Financial LLC, but the position matters far more to Paul R. Ried Financial Group, LLC, who has 14.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its MFSV position for two straight quarters, increasing it by $128.6M to reach $162.9M today.
IHT Wealth Management, LLC has trimmed its MFSV position for two straight quarters, cutting it by $318.1K while still holding $965.7K.
MFSV is up 0.7% today, and institutions have been net buyers of $96.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$103.2M
Total Buy Value
$21.6M
Total Sell Value
35
Net Buyers
10
Net Sellers
MFSV
Q2 2026
Top 5 Institutional Movers
+$40.7M
+$18.8M
-$13.8M
+$7.6M
+$7.6M
MFSV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
55286W504
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Access MFSV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MFSVCLI
npx alphasmo stocks get MFSV