BRIF FIS TR: institutional ownership and insider trading

12 funds reported holding $133M of FIS TR in their latest 13F filings; in Q2 2026 funds net bought $107M, with 7 new positions and 1 funds selling out.

Largest institutional holders of BRIF

  1. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $117M
  2. CREATIVE FINANCIAL DESIGNS INC /ADV — $4.52M
  3. CreativeOne Wealth, LLC — $3.98M
  4. COMMONWEALTH EQUITY SERVICES, LLC — $2.00M
  5. XY Planning Network, Inc. — $1.51M
  6. BAM Wealth Management, LLC — $1.47M
  7. TrustWell Financial Advisors, LLC — $477K
  8. JONES FINANCIAL COMPANIES LLLP — $403K
  9. Creative Planning — $338K
  10. HRT FINANCIAL LP — $290K

All BRIF 13F holders