FIS TR (BRIF)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
9
Reporting holders
$111.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.9M | 2,663,455 | 0.17% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.5M | 121,577 | 0.22% | 2q | +6.1%+$260.6K |
| CreativeOne Wealth, LLC | $4.0M | 107,144 | 0.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 53,704 | 0.00% | new | NEW |
| BAM Wealth Management, LLC | $838.8K | 22,563 | 0.52% | 2q | HELD |
| TrustWell Financial Advisors, LLC | $454.8K | 12,232 | 0.39% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $402.6K | 11,145 | 0.00% | 2q | +50.0%+$134.3K |
| Creative Planning | $337.8K | 9,086 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $470 | 12,628 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $366 | 10 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $290 | 7,811 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $111.4M | 3,000,916 | 5 | 2 | 0 | 0.0% |
| Q1 2026 | 6 | $71.7M | 2,368,590 | 5 | 0 | 1 | 0.0% |
| Q4 2025 | 7 | $102.5M | 3,374,015 | 2 | 2 | 2 | 0.0% |
| Q3 2025 | 7 | $97.0M | 3,259,830 | 1 | 2 | 2 | 0.0% |
| Q2 2025 | 7 | $89.6M | 3,258,734 | 4 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $78.5M | 3,171,074 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $37.3M | 1,482,461 | 1 | 0 | 0 | 0.0% |