BRIE Institutional Ownership & Shareholders
MFS BR INTL EQUITY ETF (BRIE) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $341.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of BRIE tracked by InsiderSet, reporting ownership valued at approximately $91.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $89.19M, representing an estimated loss of -2.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed BRIE value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in MFS BR INTL EQUITY ETF (BRIE).
This page ranks the largest institutional BRIE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$341.59M
Largest Holder
Cetera Investment Advisers
Largest Position
$91.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.08% | 3,026,406 | $91,760,626 | $89,188,185 | -$2,572,441 | -2.80% | |
| Lpl Financial Llc | 0.02% | 2,466,731 | $74,791,283 | $72,694,563 | -$2,096,720 | -2.80% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,310,382 | $39,730,770 | $38,616,958 | -$1,113,812 | -2.80% | |
| Adamsbrown Wealth Consultants Llc | 5.88% | 1,063,447 | $32,243,709 | $31,339,783 | -$903,926 | -2.80% | |
| Krilogy Financial Llc | 0.53% | 649,102 | $19,537,976 | $19,129,036 | -$408,940 | -2.09% | |
| Valley Financial Group, Inc. | 7.21% | 482,366 | $14,625,351 | $14,215,326 | -$410,025 | -2.80% | |
| Iag Wealth Partners, Llc | 0.99% | 329,667 | $9,995,498 | $9,715,286 | -$280,212 | -2.80% | |
| Jones Financial Companies Lllp | 0.00% | 238,521 | $7,147,757 | $7,029,214 | -$118,543 | -1.66% | |
| &Partners | 0.03% | 220,065 | $6,677,404 | $6,485,316 | -$192,088 | -2.88% | |
| Byrne Financial Freedom, Llc | 2.54% | 214,740 | $6,510,923 | $6,328,388 | -$182,535 | -2.80% | |
| Rockefeller Capital Management L.P. | 0.01% | 206,156 | $6,250,650 | $6,075,417 | -$175,233 | -2.80% | |
| Envestnet Asset Management Inc | 0.00% | 202,644 | $6,144,166 | $5,971,919 | -$172,247 | -2.80% | |
| Private Advisor Group, Llc | 0.02% | 127,934 | $3,878,952 | $3,770,215 | -$108,737 | -2.80% | |
| Bradley Foster & Sargent Inc/Ct | 0.04% | 98,028 | $2,972,209 | $2,888,885 | -$83,324 | -2.80% | |
| Cornell Pochily Investment Advisors, Inc. | 0.77% | 97,517 | $2,956,714 | $2,873,826 | -$82,888 | -2.80% | |
| Mgo One Seven Llc | 0.05% | 96,514 | $2,926,308 | $2,844,268 | -$82,040 | -2.80% | |
| Jane Street Group, Llc | 0.00% | 60,609 | $1,837,665 | $1,786,147 | -$51,518 | -2.80% | |
| Kestra Advisory Services, Llc | 0.00% | 54,214 | $1,643,757 | $1,597,687 | -$46,070 | -2.80% | |
| Childress Capital Advisors, Llc | 0.25% | 52,466 | $1,590,769 | $1,546,173 | -$44,596 | -2.80% | |
| Concurrent Investment Advisors, Llc | 0.01% | 44,303 | $1,343,279 | $1,305,609 | -$37,670 | -2.80% | |
| Barnes Pettey Financial Advisors, Llc | 0.34% | 35,798 | $1,085,395 | $1,054,967 | -$30,428 | -2.80% | |
| Susquehanna International Group, Llp | 0.00% | 34,467 | $1,045,039 | $1,015,742 | -$29,297 | -2.80% | |
| Royal Bank Of Canada | 0.00% | 31,005 | $940,000 | $913,717 | -$26,283 | -2.80% | |
| Bluechip Wealth Advisors Llc | 0.24% | 21,175 | $642,026 | $624,027 | -$17,999 | -2.80% | |
| Unique Wealth, Llc | 0.07% | 19,203 | $582,235 | $565,912 | -$16,323 | -2.80% | |
| Natixis Advisors, Llc | 0.00% | 16,458 | $499,000 | $485,017 | -$13,983 | -2.80% | |
| Davenport & Co Llc | 0.00% | 12,756 | $386,762 | $375,919 | -$10,843 | -2.80% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,696 | $324,303 | $315,211 | -$9,092 | -2.80% | |
| Aspen Grove Capital, Llc | 0.04% | 10,000 | $303,200 | $294,700 | -$8,500 | -2.80% | |
| Atlas Wealth Llc | 0.04% | 8,721 | $264,421 | $257,008 | -$7,413 | -2.80% | |
| One8Zero8, Llc | 0.05% | 8,400 | $254,688 | $247,548 | -$7,140 | -2.80% | |
| Kestra Private Wealth Services, Llc | 0.00% | 8,313 | $252,053 | $244,984 | -$7,069 | -2.80% | |
| Smith, Moore & Co. | 0.01% | 6,999 | $212,210 | $206,261 | -$5,949 | -2.80% | |
| Arax Advisory Partners | 0.00% | 5,458 | $165,487 | $160,847 | -$4,640 | -2.80% | |
| Clayton Financial Group Llc | 0.03% | 2,188 | $66,341 | $64,480 | -$1,861 | -2.80% | |
| Sowa Financial Group, Inc. | 0.45% | 33,807 | $1,025 | $996,292 | +$995,267 | +97099.25% | |
| Parallel Advisors, Llc | 0.00% | 10 | $303 | $295 | -$8 | -2.74% |
Frequently asked questions about BRIE
Who are the largest institutional holders of BRIE?
The largest institutional holders of BRIE reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Lpl Financial Llc, Commonwealth Equity Services, Llc, Adamsbrown Wealth Consultants Llc, and Krilogy Financial Llc. InsiderSet ranks institutional holders by their latest reported BRIE position.
What is BRIE institutional ownership?
This page tracks BRIE positions reported by institutional investment managers through SEC Form 13F. MFS BR INTL EQUITY ETF (BRIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BRIE?
InsiderSet currently tracks 37 institutional managers reporting BRIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BRIE shareholders.
How much BRIE stock do institutions own?
Institutional investment managers disclosed approximately $341.59M in BRIE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BRIE institutional ownership last updated?
The latest BRIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BRIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BRIE position after the reporting date.
Are institutions buying or selling BRIE?
Institutional buying and selling can be analyzed by comparing BRIE positions across consecutive 13F reporting periods. InsiderSet's BRIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BRIE ownership changes.
How has BRIE institutional ownership changed over time?
InsiderSet tracks BRIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.