MFS Active Exchange Traded Funds Trust - BRIE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Krilogy Financial LLC | History | New | 540,434 | 15,213 | 0.52% | — | 1 | +540,434 | New | Q4 2025 | Jan 27, 2026 |
| Valley Financial Group, Inc. | History | New | 451,925 | 11,975 | 6.73% | — | 2 | +451,925 | New | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 442,159 | 11,716 | 0.02% | — | 3 | +442,159 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 76,776 | 2,034 | 0.0% | — | 4 | +76,776 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,606 | 493 | 0.0% | — | 5 | +18,606 | New | Q4 2025 | Feb 12, 2026 |
| Clayton Financial Group LLC | History | New | 2,324 | 61 | 0.03% | — | 6 | +2,324 | New | Q4 2025 | Jan 21, 2026 |