Who owns FIS Bright Portfolios Focused Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BRIF from SEC Form 13F filings across 11 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.
As of the 2026-06-30 reporting period, 11 institutions disclosed 3.0M shares of FIS Bright Portfolios Focused Equity ETF worth $111.4M — about 87.5% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$111.4M
value, 2026 filers
87.5%
of shares outstanding (3.0M sh)
8
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 BRIF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 2.7M | $98.9M | 0.2% | 77.3% | new |
| 2 | CREATIVE FINANCIAL DESIGNS INC /ADV | 121,577 | $4.5M | 0.2% | 3.5% | +6.1% |
| 3 | CreativeOne Wealth, LLCNEW | 107,144 | $4.0M | 0.1% | 3.1% | new |
| 4 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 53,704 | $2.0M | 0.0% | 1.6% | new |
| 5 | BAM Wealth Management, LLC | 22,563 | $838,847 | 0.5% | 0.7% | -0.4% |
| 6 | TrustWell Financial Advisors, LLCNEW | 12,232 | $454,761 | 0.4% | 0.4% | new |
| 7 | JONES FINANCIAL COMPANIES LLLP | 11,145 | $402,557 | 0.0% | 0.3% | +50.0% |
| 8 | Creative PlanningNEW | 9,086 | $337,799 | 0.0% | 0.3% | new |
| 9 | HRT FINANCIAL LPNEW | 7,811 | $290 | 0.0% | 0.2% | new |
| 10 | Cambridge Investment Research Advisors, Inc.NEW | 6,314 | $235 | 0.0% | 0.2% | new |
| 11 | JPMORGAN CHASE & CONEW | 10 | $366 | 0.0% | 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.