DOSSIER · 13F Holders · Q1 2026
BRIE

MFS ACTIVE EXCHANGE TRADED F

19 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W801·19 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$178M
visible holders
Holders
19
filers reporting
Concentration
31.77%
Cetera Investment Advisers #1
top holder share
AI Holders Summary · Q1 2026

MFS Active ETF (BRIE) shows 17 holders and $144.2M as of Q1 2026. Cetera Investment Advisers leads at $56.5M (39%), followed by LPL Financial at $29.6M. Jane Street entered, Susquehanna reduced — quant-liquidity rotation rather than directional signal.

Cetera+LPL combine for $86M (60%) — this is distribution-heavy. Jane Street entry + Susquehanna exit is a quant-liquidity rotation.

Watch: (1) Krilogy trajectory, (2) appearance of independent managers (not platform channels) as true proof of active-manager demand.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cetera Investment Advisers
CIK 0001666741
$56M2.1M0.06%Q1 2026
02
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$31M1.0M5.78%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$30M1.1M0.01%Q1 2026
04
Krilogy Financial LLC
CIK 0001659047
$17M596K0.55%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M571K0.02%Q1 2026
06
Valley Financial Group, Inc.
CIK 0002010327
$13M473K6.91%Q1 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M212K0.00%Q1 2026
08
Cornell Pochily Investment Advisors, Inc.
CIK 0001736260
$3M88K0.71%Q2 2026
09
MGO ONE SEVEN LLC
CIK 0001731444
$2M84K0.05%Q1 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M69K0.00%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$953K35K0.00%Q1 2026
12
CHILDRESS CAPITAL ADVISORS, LLC
CIK 0001849561
$810K30K0.15%Q1 2026
13
UNIQUE WEALTH, LLC
CIK 0001957124
$386K13K0.04%Q2 2026
14
DAVENPORT & Co LLC
CIK 0000887777
$310K10K0.00%Q2 2026
15
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$253K9K0.00%Q1 2026
16
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$204K8K0.09%Q1 2026
17
IAG Wealth Partners, LLC
CIK 0001827261
$141K5K0.02%Q1 2026
18
UBS Group AG
CIK 0001610520
$71K3K0.00%Q1 2026
19
Steward Partners Investment Advisory, LLC
CIK 0001723397
$379140.00%Q1 2026