13F Insight
DOSSIER · 13F Holders · Q2 2026
BRIE

MFS ACTIVE EXCHANGE TRADED F

35 institutions still hold MFS ACTIVE EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 55286W801·35 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$326M
visible holders
Holders
35
filers reporting
Concentration
28.15%
Cetera Investment Advisers #1
top holder share
AI Holders Summary · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
Cetera Investment Advisers
CIK 0001666741
$92M3.0M0.08%Q2 202602
LPL Financial LLC
CIK 0001403438
$75M2.5M0.02%Q2 202603
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$32M1.1M5.88%Q3 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$28M936K0.04%Q2 202605
Krilogy Financial LLC
CIK 0001659047
$20M649K0.53%Q3 202606
Valley Financial Group, Inc.
CIK 0002010327
$15M482K7.21%Q2 202607
IAG Wealth Partners, LLC
CIK 0001827261
$10M330K0.99%Q2 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M239K0.00%Q2 202609
&PARTNERS
CIK 0000107136
$7M220K0.03%Q2 202610
BYRNE FINANCIAL FREEDOM, LLC
CIK 0002063947
$7M215K2.54%Q2 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$6M206K0.01%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M203K0.00%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M212K0.00%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$4M128K0.02%Q2 202615
BRADLEY FOSTER & SARGENT INC/CT
CIK 0001015086
$3M98K0.04%Q2 202616
Cornell Pochily Investment Advisors, Inc.
CIK 0001736260
$3M98K0.77%Q3 202617
MGO ONE SEVEN LLC
CIK 0001731444
$3M87K0.04%Q2 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M44K0.01%Q3 202619
Kestra Advisory Services, LLC
CIK 0001830819
$1M43K0.00%Q2 202620
CHILDRESS CAPITAL ADVISORS, LLC
CIK 0001849561
$1M36K0.18%Q2 2026
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