Vault-13

MFS ACTIVE EXCHANGE TRADED F BRIE

BLEND INTL ETF · ETP · CUSIP 55286W801

36 institutional holders +17 vs Q1 2026
10,752,08210.8m shares reported held*
$325.9mreported value*
21 new 12 added 3 reduced 4 sold out net bought ≈ $160.4m (+5.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.31.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q4 25: 6Q1 26: 19Q2 26: 3636Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20256
Q1 202619
Q2 202636

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 26: 17 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 33 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2026172
Q2 2026337

Biggest buyers

LPL Financial LLC Added +1,371,228+1.4m
ADAMSBROWN WEALTH CONSULTANTS LLC New +1,010,498+1.0m
Cetera Investment Advisers Added +937,615+937.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +364,432+364.4k
IAG Wealth Partners, LLC Added +324,442+324.4k
JONES FINANCIAL COMPANIES LLLP New +238,521+238.5k
&PARTNERS New +220,065+220.1k
BYRNE FINANCIAL FREEDOM, LLC New +214,740+214.7k
Rockefeller Capital Management L.P. New +206,156+206.2k
ENVESTNET ASSET MANAGEMENT INC New +202,644+202.6k

Biggest sellers

CITADEL ADVISORS LLC Sold out -154,392-154.4k
JANE STREET GROUP, LLC Reduced -151,381-151.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -34,856-34.9k
AQR CAPITAL MANAGEMENT LLC Sold out -9,350-9.3k
Krilogy Financial LLC Reduced -4,739-4.7k
UBS Group AG Sold out -2,623-2.6k
Clayton Financial Group LLC Sold out -2,291-2.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 3,026,4063.0m $91.8m $91.8m 0.08% Added +937.6k +937,615
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,466,7312.5m $74.8m $74.8m 0.02% Added +1.4m +1,371,228
3 ADAMSBROWN WEALTH CONSULTANTS LLC 5.78% of their portfolio WICHITA, KS 1,010,4981.0m $30.6m $30.6m 5.78% New
4 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 935,631935.6k $28.4m $28.4m 0.04% Added +364.4k +364,432
5 Krilogy Financial LLC 0.53% of their portfolio ST. LOUIS, MO 591,261591.3k $17.9m $17.9m 0.53% Reduced -4.7k -4,739
6 Valley Financial Group, Inc. 7.21% of their portfolio AMBLER, PA 482,366482.4k $14.6m $14.6m 7.21% Added +8.9k +8,894
7 IAG Wealth Partners, LLC 0.99% of their portfolio WAUKESHA, WI 329,667329.7k $10.0m $10.0m 0.99% Added +324.4k +324,442
8 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 238,521238.5k $7.1m $7.1m 0.00% New
9 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 220,065220.1k $6.7m $6.7m 0.03% New
10 BYRNE FINANCIAL FREEDOM, LLC 2.54% of their portfolio FRANKLIN, MA 214,740214.7k $6.5m $6.5m 2.54% New
11 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 206,156206.2k $6.3m $6.3m 0.01% New
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 202,644202.6k $6.1m $6.1m 0.00% New
13 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 127,934127.9k $3.9m $3.9m 0.02% New
14 BRADLEY FOSTER & SARGENT INC/CT 0.04% of their portfolio HARTFORD, CT 98,02898.0k $3.0m $3.0m 0.04% New
15 Cornell Pochily Investment Advisors, Inc. 0.71% of their portfolio ITHACA, NY 87,52687.5k $2.7m $2.7m 0.71% New
16 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 86,56086.6k $2.6m $2.6m 0.04% Added +3.0k +3,044
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 60,60960.6k $1.8m $1.8m 0.00% Reduced -151.4k -151,381
18 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 43,14243.1k $1.3m $1.3m 0.00% Added +7.9k +7,891
19 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 41,06841.1k $1.2m $1.2m 0.01% New
20 CHILDRESS CAPITAL ADVISORS, LLC 0.18% of their portfolio HOUSTON, TX 35,82735.8k $1.1m $1.1m 0.18% Added +5.9k +5,858
21 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.34% of their portfolio CLARKSDALE, MS 35,79835.8k $1.1m $1.1m 0.34% Added +28.3k +28,259
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,46734.5k $1.0m $1.0m 0.00% Reduced -34.9k -34,856
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,00531.0k $940.0k $940.0k 0.00% New
24 Sowa Financial Group, Inc. 0.37% of their portfolio LINCOLN, RI 26,11126.1k $792.0k $792.0k 0.37% Added +13.6k +13,588
25 BlueChip Wealth Advisors LLC 0.24% of their portfolio Milton, GA 21,17521.2k $642.0k $642.0k 0.24% New
26 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 16,45816.5k $499.0k $499.0k 0.00% New
27 UNIQUE WEALTH, LLC 0.04% of their portfolio TAMPA, FL 12,72312.7k $385.8k $385.8k 0.04% Added +156 +156
28 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 10,69610.7k $324.3k $324.3k 0.00% Added +10.7k +10,682
29 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 10,22610.2k $310.1k $310.1k 0.00% New
30 Aspen Grove Capital, LLC 0.04% of their portfolio AVON, CO 10,00010.0k $303.2k $303.2k 0.04% New
31 Atlas Wealth LLC 0.04% of their portfolio CINCINNATI, OH 8,7218.7k $264.4k $264.4k 0.04% New
32 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 8,4558.5k $256.4k $256.4k 0.00% New
33 one8zero8, LLC 0.05% of their portfolio GREENSBORO, NC 8,4008.4k $254.7k $254.7k 0.05% New
34 SMITH, MOORE & CO. 0.01% of their portfolio CLAYTON, MO 6,9997.0k $212.2k $212.2k 0.01% New
35 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,4585.5k $165.5k $165.5k 0.00% New
36 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1010 $303 $303 0.00% New