Who owns BRIEWhat BRIE owns — n/a
Who owns BRIE?
Institutional ownership of BRIE from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
$307.9M
value, 2026 filers
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BRIE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|
| 1 | Cetera Investment Advisers | 3.0M | $91.8M | 0.1% | — | +44.9% |
| 2 | LPL Financial LLC | 2.5M | $74.8M | 0.0% | — | +125.2% |
| 3 | ADAMSBROWN WEALTH CONSULTANTS LLCNEW | 1.0M | $30.6M | 5.8% | — | new |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 935,631 | $28.4M | 0.0% | — | +63.8% |
| 5 | Krilogy Financial LLC | 591,261 | $17.9M | 0.5% | — | -0.8% |
| 6 | Valley Financial Group, Inc. | 482,366 | $14.6M | 7.2% | — | +1.9% |
| 7 | IAG Wealth Partners, LLC | 329,667 | $10.0M | 1.0% | — | +6209.4% |
| 8 | JONES FINANCIAL COMPANIES LLLPNEW | 238,521 | $7.1M | 0.0% | — | new |
| 9 | &PARTNERSNEW | 220,065 | $6.7M | 0.0% | — | new |
| 10 | Rockefeller Capital Management L.P.NEW | 206,156 | $6.3M | 0.0% | — | new |
| 11 | ENVESTNET ASSET MANAGEMENT INCNEW | 202,644 | $6.1M | 0.0% | — | new |
| 12 | BRADLEY FOSTER & SARGENT INC/CTNEW | 98,028 | $3.0M | 0.0% | — | new |
| 13 | MGO ONE SEVEN LLC | 86,560 | $2.6M | 0.0% | — | +3.6% |
| 14 | JANE STREET GROUP, LLC | 60,609 | $1.8M | 0.0% | — | -71.4% |
| 15 | Kestra Advisory Services, LLC | 43,142 | $1.3M | 0.0% | — | +22.4% |
| 16 | Concurrent Investment Advisors, LLCNEW | 41,068 | $1.2M | 0.0% | — | new |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,467 | $1.0M | 0.0% | — | -50.3% |
| 18 | ROYAL BANK OF CANADANEW | 31,005 | $940,000 | 0.0% | — | new |
| 19 | BlueChip Wealth Advisors LLCNEW | 21,175 | $642,026 | 0.2% | — | new |
| 20 | NATIXIS ADVISORS, LLCNEW | 16,458 | $499 | 0.0% | — | new |
| 21 | Steward Partners Investment Advisory, LLC | 10,696 | $324,303 | 0.0% | — | +76300.0% |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLCNEW | 8,455 | $256,364 | 0.0% | — | new |
| 23 | SMITH, MOORE & CO.NEW | 6,999 | $212,210 | 0.0% | — | new |
| 24 | Arax Advisory PartnersNEW | 5,458 | $165,487 | 0.0% | — | new |
| 25 | Parallel Advisors, LLCNEW | 10 | $303 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.
