Skip to content
Disclosery

BRIF FIS TR

Follow

ETF (fund)

11 managers (11 13F filers) reported a position in BRIF shares at 2026-06-30, 3,015,041 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
11
13F filers
11
New
7
Added
2
Reduced
1
Sold out
1
Shares held by filers
3,015,041

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,663,455$98.9M0.17%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV121,577$4.52M0.22%+7,00913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC107,144$3.98M0.09%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,704$2M<0.01%new13F-HRTimeline
BAM Wealth Management, LLC22,563$839K0.52%-10113F-HRTimeline
TrustWell Financial Advisors, LLC12,232$455K0.39%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,145$403K<0.01%+3,71713F-HRTimelineGroup
Creative Planningin group Creative Planning9,086$338K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP7,811$290K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,314$235K<0.01%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$366<0.01%013F-HRTimelineGroup