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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
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$98.9M2.7M增持
2CREATIVE FINANCIAL DESIGNS INC /ADV$4.5M121,577增持
3CreativeOne Wealth, LLC$4.0M107,144新建仓
4COMMONWEALTH EQUITY SERVICES, LLC$2.0M53,704新建仓
5BAM Wealth Management, LLC$838,84722,563减持
6TrustWell Financial Advisors, LLC$454,76112,232新建仓
7JONES FINANCIAL COMPANIES LLLP$402,55711,145增持
8Creative Planning$337,7999,086新建仓
9HRT FINANCIAL LP$290,0007,811新建仓
10Cambridge Investment Research Advisors, Inc.$235,0006,314新建仓
11JPMORGAN CHASE & CO$36610持平
12GeoWealth Management, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30