BRIE — MFS Active Exchange Traded F Institutional Holders · Q2 2026

Name: Who Owns BRIE? 40 Institutions Hold $326M (Q2 2026)
Creator: ko.io

Who owns MFS Active Exchange Traded F (BRIE)? 40 institutions reported holding $325.92M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cetera Investment Advisers ($91.8M), LPL Financial LLC ($74.8M), Adamsbrown Wealth Consultants LLC ($30.6M).

Rank	Institution	Value	Shares	Change
1	Cetera Investment Advisers	$91.8M	3.0M	Added
2	LPL Financial LLC	$74.8M	2.5M	Added
3	ADAMSBROWN WEALTH CONSULTANTS LLC	$30.6M	1.0M	New
4	COMMONWEALTH EQUITY SERVICES, LLC	$28.4M	935,631	Added
5	Krilogy Financial LLC	$17.9M	591,261	Trimmed
6	Valley Financial Group, Inc.	$14.6M	482,366	Added
7	IAG Wealth Partners, LLC	$10.0M	329,667	Added
8	JONES FINANCIAL COMPANIES LLLP	$7.1M	238,521	New
9	&PARTNERS	$6.7M	220,065	New
10	BYRNE FINANCIAL FREEDOM, LLC	$6.5M	214,740	New
11	Rockefeller Capital Management L.P.	$6.3M	206,156	New
12	ENVESTNET ASSET MANAGEMENT INC	$6.1M	202,644	New
13	Private Advisor Group, LLC	$3.9M	127,934	New
14	BRADLEY FOSTER & SARGENT INC/CT	$3.0M	98,028	New
15	Cornell Pochily Investment Advisors, Inc.	$2.7M	87,526	New
16	MGO ONE SEVEN LLC	$2.6M	86,560	Added
17	JANE STREET GROUP, LLC	$1.8M	60,609	Trimmed
18	Kestra Advisory Services, LLC	$1.3M	43,142	Added
19	Concurrent Investment Advisors, LLC	$1.2M	41,068	New
20	CHILDRESS CAPITAL ADVISORS, LLC	$1.1M	35,827	Added
21	BARNES PETTEY FINANCIAL ADVISORS, LLC	$1.1M	35,798	Added
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.0M	34,467	Trimmed
23	Royal Bank of Canada	$940,000	31,005	New
24	Sowa Financial Group, Inc.	$792,000	26,111	Added
25	BlueChip Wealth Advisors LLC	$642,026	21,175	New

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