BRCE · MFS Blended Research Core Equity ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $17,561
Total Shares: 601
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 2 13F filers · Δ vs Dec 31, 2025Top Holder
99.8%
+12.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,967
Highly concentrated+2,131
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
0
Institutional value:
-99.3%
Shares held:
-99.4%
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 600 | $17,532 | |
| Mega FMR LLC | 1 | $29 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Kestra Advisory Services, LLC | 85,607 | $2,215,509 | |
| Mega JANE STREET GROUP, LLC | 12,055 | $311,983 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega UBS Group AG | $17,532 | 99.83% | 600 | Shares | 2026-08-13 | |
| Mega FMR LLC | $29 | 0.17% | 1 | Shares | 2026-08-13 |
Key facts
CIK
2018846
CUSIP
55286W702
13F (30d)
2 filings
2 filers