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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | New | 2,088,791 | 56,480 | 0.06% | — | 1 | +2,088,791 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | New | 1,095,503 | 29,622 | 0.01% | — | 2 | +1,095,503 | New | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 596,000 | 17,170 | 0.55% | 0.52% | 3 | +55,566 | 10.28% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 571,199 | 15,445 | 0.02% | 0.02% | 4 | +129,040 | 29.18% | Q1 2026 | Apr 27, 2026 |
| Valley Financial Group, Inc. | History | Added to | 473,472 | 12,802 | 6.91% | 6.73% | 5 | +21,547 | 4.77% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 211,990 | 5,732 | 0.0% | 0.0% | 6 | +193,384 | 1039.36% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 154,392 | 4,174 | 0.0% | — | 7 | +154,392 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | New | 83,516 | 2,258 | 0.05% | — | 8 | +83,516 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 69,323 | 1,874 | 0.0% | 0.0% | 9 | -7,453 | -9.71% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 35,251 | 953 | 0.0% | — | 10 | +35,251 | New | Q1 2026 | Apr 30, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 29,969 | 810 | 0.15% | — | 11 | +29,969 | New | Q1 2026 | Apr 29, 2026 |
| UNIQUE WEALTH, LLC | History | New | 12,567 | 339 | 0.05% | — | 13 | +12,567 | New | Q1 2026 | Apr 21, 2026 |
| Sowa Financial Group, Inc. | History | New | 12,523 | 339 | 0.17% | — | 12 | +12,523 | New | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,350 | 252 | 0.0% | — | 14 | +9,350 | New | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 7,539 | 203 | 0.09% | — | 15 | +7,539 | New | Q1 2026 | Apr 24, 2026 |
| IAG Wealth Partners, LLC | History | New | 5,225 | 141 | 0.02% | — | 16 | +5,225 | New | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | New | 2,623 | 70 | 0.0% | — | 17 | +2,623 | New | Q1 2026 | May 05, 2026 |
| Clayton Financial Group LLC | History | Reduced | 2,291 | 61 | 0.03% | 0.03% | 18 | -33 | -1.42% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |