Who Owns MFS ACTIVE EXCHANGE TRADED F (BRIE)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $325.9M of MFS ACTIVE EXCHANGE TRADED F (BRIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cetera Investment Advisers ($91.8M), LPL Financial LLC ($74.8M), ADAMSBROWN WEALTH CONSULTANTS LLC ($30.6M), COMMONWEALTH EQUITY SERVICES, LLC ($28.4M), Krilogy Financial LLC ($17.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cetera Investment Advisers$91.8M3.0MAdded
2LPL Financial LLC$74.8M2.5MAdded
3ADAMSBROWN WEALTH CONSULTANTS LLC$30.6M1.0MNew
4COMMONWEALTH EQUITY SERVICES, LLC$28.4M935,631Added
5Krilogy Financial LLC$17.9M591,261Trimmed
6Valley Financial Group, Inc.$14.6M482,366Added
7IAG Wealth Partners, LLC$10.0M329,667Added
8JONES FINANCIAL COMPANIES LLLP$7.1M238,521New
9&PARTNERS$6.7M220,065New
10BYRNE FINANCIAL FREEDOM, LLC$6.5M214,740New
11Rockefeller Capital Management L.P.$6.3M206,156New
12ENVESTNET ASSET MANAGEMENT INC$6.1M202,644New
13Private Advisor Group, LLC$3.9M127,934New
14BRADLEY FOSTER & SARGENT INC/CT$3.0M98,028New
15Cornell Pochily Investment Advisors, Inc.$2.7M87,526New
16MGO ONE SEVEN LLC$2.6M86,560Added
17JANE STREET GROUP, LLC$1.8M60,609Trimmed
18Kestra Advisory Services, LLC$1.3M43,142Added
19Concurrent Investment Advisors, LLC$1.2M41,068New
20CHILDRESS CAPITAL ADVISORS, LLC$1.1M35,827Added
21BARNES PETTEY FINANCIAL ADVISORS, LLC$1.1M35,798Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M34,467Trimmed
23Royal Bank of Canada$940,00031,005New
24Sowa Financial Group, Inc.$792,00026,111Added
25BlueChip Wealth Advisors LLC$642,02621,175New

Source: SEC Form 13F filings · as of 2026-06-30