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FIS Bright Port FCS EQ ETF (BRIF)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,223,908 from 3,197,675
Change-973,767 (-30%)
Value$67.4M (-$29.8M)
Filed 2026-04-08
Creative Financial Designs Inc
CLOSED
Shares0 from 87,293
Change-87,293 (-100%)
Value$0 (-$2.6M)
Filed 2026-04-13
CreativeOne Wealth, LLC
CLOSED
Shares0 from 72,518
Change-72,518 (-100%)
Value$0 (-$2.2M)
Filed 2026-05-15
BAM Wealth Management, LLC
CLOSED
Shares0 from 8,557
Change-8,557 (-100%)
Value$0 (-$257.0K)
Filed 2026-04-17
Creative Planning
CLOSED
Shares0 from 6,855
Change-6,855 (-100%)
Value$0 (-$205.9K)
Filed 2026-05-12
Jones Financial Companies Lllp
CLOSED
Shares0 from 1,105
Change-1,105 (-100%)
Value$0 (-$33.2K)
Filed 2026-05-15
GeoWealth Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$360)
Filed 2026-05-13
Status
Wealth Enhancement Advisory Services, LLC
DECREASED2,223,9083,197,675-973,767-30%$97.2M$67.4M-$29.8M2026-04-08
Creative Financial Designs Inc
CLOSED087,293-87,293-100%$2.6M$0-$2.6M2026-04-13
CreativeOne Wealth, LLC
CLOSED072,518-72,518-100%$2.2M$0-$2.2M2026-05-15
BAM Wealth Management, LLC
CLOSED08,557-8,557-100%$257.0K$0-$257.0K2026-04-17
Creative Planning
CLOSED06,855-6,855-100%$205.9K$0-$205.9K2026-05-12
Jones Financial Companies Lllp
CLOSED01,105-1,105-100%$33.2K$0-$33.2K2026-05-15
GeoWealth Management, LLC
CLOSED012-12-100%$360$0-$3602026-05-13
Showing 7 of 7 institutions