DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BRIE

MFS ACTIVE EXCHANGE TRADED F

17 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 55286W801·17 13F holders·last filed Mar 31, 2026
Market cap
0.5%
vs prior quarter
13F value held
$144M
58.0% inst. owned
of float
Holders
17
+47 QoQ
filers reporting
Activity
+16 / −62
+786 added · −782 reduced
this quarter
Concentration
39.16%
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.

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
LPL Financial LLC
CIK 0001403438
$30M1.1M0.01%Q1 2026
03
Krilogy Financial LLC
CIK 0001659047
$17M596K0.55%Q1 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M571K0.02%Q1 2026
05
Valley Financial Group, Inc.
CIK 0002010327
$13M473K6.91%Q1 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M212K0.00%Q1 2026
07
MGO ONE SEVEN LLC
CIK 0001731444
$2M84K0.05%Q1 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M69K0.00%Q1 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$953,18735K0.00%Q1 2026
10
CHILDRESS CAPITAL ADVISORS, LLC
CIK 0001849561
$810,36230K0.15%Q1 2026
11
UNIQUE WEALTH, LLC
CIK 0001957124
$339,81213K0.05%Q1 2026
12
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$252,8249K0.00%Q1 2026
13
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$203,8558K0.09%Q1 2026
14
IAG Wealth Partners, LLC
CIK 0001827261
$141,2845K0.02%Q1 2026
15
UBS Group AG
CIK 0001610520
$70,9263K0.00%Q1 2026
16
Clayton Financial Group LLC
CIK 0002011212
$61,9492K0.03%Q1 2026
17
Steward Partners Investment Advisory, LLC
CIK 0001723397
$379140.00%Q1 2026