BRIF — Fis Tr Institutional Holders · Q2 2026
Who owns Fis Tr (BRIF)? 12 institutions reported holding $111.97M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealth Enhancement Advisory Services, LLC ($98.9M), Creative Financial Designs Inc ($4.5M), CreativeOne Wealth, LLC ($4.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.9M | 2.7M | Added |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.5M | 121,577 | Added |
| 3 | CreativeOne Wealth, LLC | $4.0M | 107,144 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 53,704 | New |
| 5 | BAM Wealth Management, LLC | $838,847 | 22,563 | Trimmed |
| 6 | TrustWell Financial Advisors, LLC | $454,761 | 12,232 | New |
| 7 | JONES FINANCIAL COMPANIES LLLP | $402,557 | 11,145 | Added |
| 8 | Creative Planning | $337,799 | 9,086 | New |
| 9 | HRT FINANCIAL LP | $290,000 | 7,811 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $235,000 | 6,314 | New |
| 11 | JPMORGAN CHASE & CO | $366 | 10 | Hold |
| 12 | GeoWealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30