MFSV · Insider trading · 13F holders · Congress trades
Mfs Active Exchange Traded F (MFSV)
Who is buying and selling MFSV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
MFSV at a glance
- No open-market insider purchases or sales of MFSV were filed in the last 90 days.
- 8 13F filers hold MFSV among their 50 largest positions, worth $137.3M combined. The biggest bets by portfolio weight are Paul R. Ried Financial Group, LLC (14.2%), SFG Wealth Management, LLC. (12.3%) and Potentia Wealth (3.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in MFSV.
MFSV insider trading
No open-market insider purchases or sales of MFSV were filed in the last 90 days.
Who owns MFSV? Hedge funds and superinvestors
8 13F filers hold MFSV among their 50 largest positions, worth $137.3M combined. The biggest bets by portfolio weight are Paul R. Ried Financial Group, LLC (14.2%), SFG Wealth Management, LLC. (12.3%) and Potentia Wealth (3.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| SFG Wealth Management, LLC.Wealth manager | 12.3% | $34.6M | 1,230,965 | +12.0% shares | Q3 2026 |
| Paul R. Ried Financial Group, LLCWealth manager | 14.2% | $32.5M | 1,138,859 | +18.8% shares | Q2 2026 |
| Arkadios Wealth AdvisorsWealth manager | 0.4% | $29.0M | 1,013,458 | — | Q2 2026 |
| KWB WealthWealth manager | 2.2% | $25.9M | 919,981 | — | Q3 2026 |
| Potentia WealthWealth manager | 3.1% | $7.6M | 267,667 | — | Q2 2026 |
| Keating Financial Advisory Services, Inc.Wealth manager | 0.4% | $2.9M | 100,665 | +5.6% shares | Q2 2026 |
| BlueChip Wealth Advisors LLCWealth manager | 1.0% | $2.6M | 91,486 | +138.9% shares | Q2 2026 |
| Mars Jewett Financial Group, Inc.Wealth manager | 0.5% | $2.3M | 79,656 | -4.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 6). Screen MFSV in the grand portfolio →
MFSV stock trades by members of Congress
No member of Congress has disclosed a trade in MFSV.
MFSV questions and answers
Are insiders buying MFSV stock?
No open-market insider purchases or sales of MFSV were filed in the last 90 days.
Which hedge funds own MFSV?
8 13F filers hold MFSV among their 50 largest positions, worth $137.3M combined. The biggest bets by portfolio weight are Paul R. Ried Financial Group, LLC (14.2%), SFG Wealth Management, LLC. (12.3%) and Potentia Wealth (3.1%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded MFSV?
No member of Congress has disclosed a trade in MFSV.
Who is the largest holder of MFSV?
Among 13F filers, SFG Wealth Management, LLC. reports the largest MFSV position, $34.6M (1,230,965 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Paul R. Ried Financial Group, LLC's: 14.2% of its portfolio.
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