BRIF Institutional Ownership
FIS Bright Portfolios Focused Equity ETF
1W: +1.1%
1M: +1.6%
3M: +2.4%
YTD: +25.6%
$37.74
+0.35 (+0.94%)
Weekly Expected Move ±1.4%
$37
$37
$38
$38
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BRIF
12
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
7
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 2,663,455 | 101M | — | +0.0% | 1Q | SEC ↗ |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | 121,577 | 5M | +7,009 | +6.1% | 2Q | SEC ↗ |
| 3 | CreativeOne Wealth, LLC NEW | 107,144 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 53,704 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | BAM Wealth Management, LLC | 22,563 | 852K | -101 | -0.4% | 2Q | SEC ↗ |
| 6 | TrustWell Financial Advisors, LLC NEW | 12,232 | 462K | — | +0.0% | 1Q | SEC ↗ |
| 7 | JONES FINANCIAL COMPANIES LLLP | 11,145 | 421K | +3,717 | +50.0% | 2Q | SEC ↗ |
| 8 | Creative Planning NEW | 9,086 | 343K | — | +0.0% | 1Q | SEC ↗ |
| 9 | HRT FINANCIAL LP NEW | 7,811 | 295K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors NEW | 6,314 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 10 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 12 | GeoWealth Management, LLC | 0 | 0K | -12 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,663,455 | 101M |
| CreativeOne Wealth, LLC | 107,144 | 4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,704 | 2M |
| TrustWell Financial Advisors, LLC | 12,232 | 462K |
| Creative Planning | 9,086 | 343K |
| HRT FINANCIAL LP | 7,811 | 295K |
| Cambridge Investment Research Advis | 6,314 | 238K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GeoWealth Management, LLC | 12 | 0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | +7,009 | +6.1% | 121,577 |
| JONES FINANCIAL COMPANIES LLLP | +3,717 | +50.0% | 11,145 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BAM Wealth Management, LLC | -101 | -0.4% | 22,563 |