# MFS ACTIVE EXCHANGE TRADED F (BRIE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BRIE/

- Reporting holders: 36
- Reported value: $332.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $91.8M | 3,026,406 | 0.1% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $74.8M | 2,466,731 | 0.0% | 2 |
| [ADAMSBROWN WEALTH CONSULTANTS LLC](https://holderbook.com/funds/1911244-adamsbrown-wealth-consultants-llc/) | $30.6M | 1,010,498 | 5.8% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $28.4M | 935,631 | 0.0% | 3 |
| [Krilogy Financial LLC](https://holderbook.com/funds/1659047-krilogy-financial-llc/) | $17.9M | 591,261 | 0.5% | 3 |
| [Valley Financial Group, Inc.](https://holderbook.com/funds/2010327-valley-financial-group-inc/) | $14.6M | 482,366 | 7.2% | 3 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $12.3M | 405,288 | 0.0% | 1 |
| [IAG Wealth Partners, LLC](https://holderbook.com/funds/1827261-iag-wealth-partners-llc/) | $10.0M | 329,667 | 1.0% | 2 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $7.1M | 238,521 | 0.0% | 1 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $6.7M | 220,065 | 0.0% | 1 |
| [BYRNE FINANCIAL FREEDOM, LLC](https://holderbook.com/funds/2063947-byrne-financial-freedom-llc/) | $6.5M | 214,740 | 2.5% | 1 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $6.3M | 206,156 | 0.0% | 1 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $3.9M | 127,934 | 0.0% | 1 |
| [BRADLEY FOSTER & SARGENT INC/CT](https://holderbook.com/funds/1015086-bradley-foster-sargent-inc-ct/) | $3.0M | 98,028 | 0.0% | 1 |
| [Cornell Pochily Investment Advisors, Inc.](https://holderbook.com/funds/1736260-cornell-pochily-investment-advisors-inc/) | $2.7M | 87,526 | 0.7% | 1 |
| [MGO ONE SEVEN LLC](https://holderbook.com/funds/1731444-mgo-one-seven-llc/) | $2.6M | 86,560 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.8M | 60,609 | 0.0% | 3 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $1.3M | 43,142 | 0.0% | 2 |
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $1.2M | 41,068 | 0.0% | 1 |
| [CHILDRESS CAPITAL ADVISORS, LLC](https://holderbook.com/funds/1849561-childress-capital-advisors-llc/) | $1.1M | 35,827 | 0.2% | 2 |
| [BARNES PETTEY FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1908288-barnes-pettey-financial-advisors-llc/) | $1.1M | 35,798 | 0.3% | 2 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.0M | 34,467 | 0.0% | 3 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $940.0K | 31,005 | 0.0% | 1 |
| [Sowa Financial Group, Inc.](https://holderbook.com/funds/1806226-sowa-financial-group-inc/) | $792.0K | 26,111 | 0.4% | 2 |
| [BlueChip Wealth Advisors LLC](https://holderbook.com/funds/2015578-bluechip-wealth-advisors-llc/) | $642.0K | 21,175 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 36 | $332.1M |
| Q1 2026 | 19 | $148.7M |
| Q4 2025 | 6 | $41.5M |