BRIF — Fis Tr 机构持仓 · 2026年Q2
谁持有 Fis Tr(BRIF)?2026年Q2(报告期截至 2026-06-30)共有 12 家机构在 SEC 13F 申报中报告持有,合计 1.12 亿美元。前几大持有机构:Wealth Enhancement Advisory Services, LLC(9,890.00 万美元)、Creative Financial Designs Inc(450.00 万美元)、CreativeOne Wealth, LLC(400.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.9M | 2.7M | 增持 |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.5M | 121,577 | 增持 |
| 3 | CreativeOne Wealth, LLC | $4.0M | 107,144 | 新建仓 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 53,704 | 新建仓 |
| 5 | BAM Wealth Management, LLC | $838,847 | 22,563 | 减持 |
| 6 | TrustWell Financial Advisors, LLC | $454,761 | 12,232 | 新建仓 |
| 7 | JONES FINANCIAL COMPANIES LLLP | $402,557 | 11,145 | 增持 |
| 8 | Creative Planning | $337,799 | 9,086 | 新建仓 |
| 9 | HRT FINANCIAL LP | $290,000 | 7,811 | 新建仓 |
| 10 | Cambridge Investment Research Advisors, Inc. | $235,000 | 6,314 | 新建仓 |
| 11 | JPMORGAN CHASE & CO | $366 | 10 | 持平 |
| 12 | GeoWealth Management, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30