MFS ACTIVE EXCHANGE TRADED F (BRIE)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
34
Reporting holders
$324.6M
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $91.8M | 3,026,406 | 0.08% | 2q | +44.9%+$28.4M |
| LPL Financial LLC | $74.8M | 2,466,731 | 0.02% | 2q | +125.2%+$41.6M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $30.6M | 1,010,498 | 5.78% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.4M | 935,631 | 0.04% | 3q | +63.8%+$11.0M |
| Krilogy Financial LLC | $17.9M | 591,261 | 0.53% | 3q | -0.8%-$143.7K |
| Valley Financial Group, Inc. | $14.6M | 482,366 | 7.21% | 3q | +1.9%+$269.7K |
| IAG Wealth Partners, LLC | $10.0M | 329,667 | 0.99% | 2q | +6209.4%+$9.8M |
| JONES FINANCIAL COMPANIES LLLP | $7.1M | 238,521 | 0.00% | new | NEW |
| &PARTNERS | $6.7M | 220,065 | 0.03% | new | NEW |
| BYRNE FINANCIAL FREEDOM, LLC | $6.5M | 214,740 | 2.54% | new | NEW |
| Rockefeller Capital Management L.P. | $6.3M | 206,156 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $6.1M | 202,644 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $3.9M | 127,934 | 0.02% | new | NEW |
| BRADLEY FOSTER & SARGENT INC/CT | $3.0M | 98,028 | 0.04% | new | NEW |
| Cornell Pochily Investment Advisors, Inc. | $2.7M | 87,526 | 0.71% | new | NEW |
| MGO ONE SEVEN LLC | $2.6M | 86,560 | 0.04% | 2q | +3.6%+$92.3K |
| JANE STREET GROUP, LLC | $1.8M | 60,609 | 0.00% | 3q | -71.4%-$4.6M |
| Kestra Advisory Services, LLC | $1.3M | 43,142 | 0.00% | 2q | +22.4%+$239.3K |
| Concurrent Investment Advisors, LLC | $1.2M | 41,068 | 0.01% | new | NEW |
| CHILDRESS CAPITAL ADVISORS, LLC | $1.1M | 35,827 | 0.18% | 2q | +19.5%+$177.6K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.1M | 35,798 | 0.34% | 2q | +374.8%+$856.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 34,467 | 0.00% | 3q | -50.3%-$1.1M |
| ROYAL BANK OF CANADA | $940.0K | 31,005 | 0.00% | new | NEW |
| BlueChip Wealth Advisors LLC | $642.0K | 21,175 | 0.24% | new | NEW |
| UNIQUE WEALTH, LLC | $385.8K | 12,723 | 0.04% | 2q | +1.2%+$4.7K |
| Steward Partners Investment Advisory, LLC | $324.3K | 10,696 | 0.00% | 2q | +76300.0%+$323.9K |
| DAVENPORT & Co LLC | $310.1K | 10,226 | 0.00% | new | NEW |
| Aspen Grove Capital, LLC | $303.2K | 10,000 | 0.04% | new | NEW |
| Atlas Wealth LLC | $264.4K | 8,721 | 0.04% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $256.4K | 8,455 | 0.00% | new | NEW |
| one8zero8, LLC | $254.7K | 8,400 | 0.05% | new | NEW |
| SMITH, MOORE & CO. | $212.2K | 6,999 | 0.01% | new | NEW |
| Arax Advisory Partners | $165.5K | 5,458 | 0.00% | new | NEW |
| Sowa Financial Group, Inc. | $792 | 26,111 | 0.37% | 2q | +108.5% |
| NATIXIS ADVISORS, LLC | $499 | 16,458 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $303 | 10 | 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 | 34 | $324.6M | 10,709,513 | 20 | 11 | 3 | 0.0% |
| Q1 2026 | 18 | $148.4M | 5,449,015 | 12 | 4 | 2 | 0.0% |
| Q4 2025 | 6 | $41.5M | 1,532,224 | 6 | 0 | 0 | 0.0% |