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FIS Bright Port FCS EQ ETF (BRIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,091,014 from 2,663,455
Change+427,559 (+16%)
Value$117.4M (+$18.5M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares131,437 from 121,577
Change+9,860 (+8%)
Value$4.9M (+$373.4K)
Filed 2026-11-04
Valmark Advisers, Inc.
NEW
Shares60,724
Change+60,724
Value$2.3M
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares55,338 from 53,704
Change+1,634 (+3%)
Value$2.1M (+$63.6K)
Filed 2026-11-02
XY Planning Network, Inc.
NEW
Shares40,686
Change+40,686
Value$1.5M
Filed 2026-10-14
BAM Wealth Management, LLC
INCREASED
Shares39,618 from 22,563
Change+17,055 (+76%)
Value$1.5M (+$636.1K)
Filed 2026-10-15
TrustWell Financial Advisors, LLC
INCREASED
Shares12,806 from 12,232
Change+574 (+5%)
Value$476.8K (+$22.0K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,148 from 6,314
Change-166 (-3%)
Value$229.0K (-$6.0K)
Filed 2026-11-02
Creative Planning
CLOSED
Shares0 from 9,086
Change-9,086 (-100%)
Value$0 (-$337.8K)
Filed 2026-11-02
CreativeOne Wealth, LLC
N/A
Shares— from 107,144
Change-107,144 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,145
Change-11,145 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED3,091,0142,663,455+427,559+16%$98.9M$117.4M+$18.5M2026-10-13
Creative Financial Designs Inc
INCREASED131,437121,577+9,860+8%$4.5M$4.9M+$373.4K2026-11-04
Valmark Advisers, Inc.
NEW60,724—+60,724——$2.3M—2026-11-06
Commonwealth Equity Services, LLC
INCREASED55,33853,704+1,634+3%$2.0M$2.1M+$63.6K2026-11-02
XY Planning Network, Inc.
NEW40,686—+40,686——$1.5M—2026-10-14
BAM Wealth Management, LLC
INCREASED39,61822,563+17,055+76%$838.8K$1.5M+$636.1K2026-10-15
TrustWell Financial Advisors, LLC
INCREASED12,80612,232+574+5%$454.8K$476.8K+$22.0K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED6,1486,314-166-3%$235.0K$229.0K-$6.0K2026-11-02
Creative Planning
CLOSED09,086-9,086-100%$337.8K$0-$337.8K2026-11-02
CreativeOne Wealth, LLC
N/A—107,144-107,144-100%$4.0M———
Jones Financial Companies Lllp
N/A—11,145-11,145-100%$402.6K———
HRT Financial LP
N/A—7,811-7,811-100%$290.0K———
JPMorgan Chase & Co
N/A—10-10-100%$366———
Showing 13 of 13 institutions