MFS ACTIVE EXCHANGE TRADED F (BRIE)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
36
Reporting holders
$332.1M
Reported value
0.0%
Calls
0.0%
Puts
+17
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ENVESTNET ASSET MANAGEMENT INC | $12.3M | 405,288 | 0.00% | new | NEW |
| 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 |
| 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 |
| Sowa Financial Group, Inc. | $792.0K | 26,111 | 0.37% | 2q | +108.5%+$412.2K |
| BlueChip Wealth Advisors LLC | $642.0K | 21,175 | 0.24% | new | NEW |
| NATIXIS ADVISORS, LLC | $499.0K | 16,458 | 0.00% | 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 |
| 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 | 36 | $332.1M | 10,954,726 | 21 | 12 | 3 | 0.0% |
| Q1 2026 | 19 | $148.7M | 5,461,538 | 13 | 4 | 2 | 0.0% |
| Q4 2025 | 6 | $41.5M | 1,532,224 | 6 | 0 | 0 | 0.0% |