# FIS TR (BRIF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BRIF/

- Reporting holders: 11
- Reported value: $112.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $98.9M | 2,663,455 | 0.2% | 1 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $4.5M | 121,577 | 0.2% | 2 |
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $4.0M | 107,144 | 0.1% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $2.0M | 53,704 | 0.0% | 1 |
| [BAM Wealth Management, LLC](https://holderbook.com/funds/2093649-bam-wealth-management-llc/) | $838.8K | 22,563 | 0.5% | 2 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $470.0K | 12,628 | 0.0% | 1 |
| [TrustWell Financial Advisors, LLC](https://holderbook.com/funds/2133429-trustwell-financial-advisors-llc/) | $454.8K | 12,232 | 0.4% | 1 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $402.6K | 11,145 | 0.0% | 2 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $337.8K | 9,086 | 0.0% | 1 |
| [HRT FINANCIAL LP](https://holderbook.com/funds/1475597-hrt-financial-lp/) | $290.0K | 7,811 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $366 | 10 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $112.2M |
| Q1 2026 | 6 | $71.7M |
| Q4 2025 | 7 | $102.5M |
| Q3 2025 | 7 | $97.0M |
| Q2 2025 | 7 | $89.6M |
| Q1 2025 | 3 | $78.5M |
| Q4 2024 | 1 | $37.3M |