Vault-13

FIS TR BRIF

BRIG PO EQUI ETF · ETP · CUSIP 337959209

11 institutional holders +6 vs Q1 2026
3,021,3553.0m shares reported held*
$112.2mreported value*
7 new 2 added 1 reduced 1 sold out net bought ≈ $106.9m (+2.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q1 26: 5Q2 26: 1111Q1 26Q2 26
Numbers
QuarterHolders
Q1 20265
Q2 202611

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +2,663,455+2.7m
CreativeOne Wealth, LLC New +107,144+107.1k
COMMONWEALTH EQUITY SERVICES, LLC New +53,704+53.7k
Cambridge Investment Research Advisors, Inc. New +12,628+12.6k
TrustWell Financial Advisors, LLC New +12,232+12.2k
Creative Planning New +9,086+9.1k
HRT FINANCIAL LP New +7,811+7.8k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +7,009+7.0k
JONES FINANCIAL COMPANIES LLLP Added +3,717+3.7k

Biggest sellers

BAM Wealth Management, LLC Reduced -101-101
GeoWealth Management, LLC Sold out -12-12

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.17% of their portfolio PLYMOUTH, MN 2,663,4552.7m $98.9m $98.9m 0.17% New
2 CREATIVE FINANCIAL DESIGNS INC /ADV 0.22% of their portfolio KOKOMO, IN 121,577121.6k $4.5m $4.5m 0.22% Added +7.0k +7,009
3 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 107,144107.1k $4.0m $4.0m 0.09% New
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,70453.7k $2.0m $2.0m 0.00% New
5 BAM Wealth Management, LLC 0.52% of their portfolio LAKEWOOD, CO 22,56322.6k $838.8k $838.8k 0.52% Reduced -101 -101
6 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,62812.6k $470.0k $470.0k 0.00% New
7 TrustWell Financial Advisors, LLC 0.39% of their portfolio Jacksonville, FL 12,23212.2k $454.8k $454.8k 0.39% New
8 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,14511.1k $402.6k $402.6k 0.00% Added +3.7k +3,717
9 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,0869.1k $337.8k $337.8k 0.00% New
10 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 7,8117.8k $290.0k $290.0k 0.00% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1010 $366 $366 0.00% Unchanged