MFS ACTIVE EXCHANGE TRADED F (BREE)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
3
Reporting holders
$2.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.3M | 46,141 | 0.00% | 2q | +318.6%+$974.4K |
| Cetera Investment Advisers | $755.0K | 27,211 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $553.0K | 19,933 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $2.6M | 93,285 | 2 | 1 | 0 | 0.0% |
| Q1 2026 | 2 | $514.5K | 22,866 | 2 | 0 | 0 | 0.0% |