BRIF

FIS TR

$37.79 ▲ +1.07%

Prev close $37.39

Snapshot

The big-picture read on BRIF right now — valuation, ownership and activity at a glance.

Inst. Holders

6 funds

Inst. Value

$101.6M

Inst. Activity

2 buys / 0 sells

Price chart 30d +0.9%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Jul 14, 2026 ftd

FTD: BRIF — 14,747 shares ($0.5M) failed to deliver

Settlement: 20260714, Price: $36.86, FTD Value: $543,574.42, FIS TR BRIGHT PORTFOLIOS FOCUS

Jun 30, 2026 Inst.

WEALTH ENHANCEMENT ADVISORY SERVICES, — NEW

2,663,455 shares ($98.9M)

Jun 30, 2026 Inst.

JONES FINANCIAL COMPANIES LLLP — ADD

11,145 shares ($402.6K)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Jul 14, 2026

ftd

FTD: BRIF — 14,747 shares ($0.5M) failed to deliver

Settlement: 20260714, Price: $36.86, FTD Value: $543,574.42, FIS TR BRIGHT PORTFOLIOS FOCUS

Jul 13, 2026

ftd

FTD: BRIF — 16,170 shares ($0.6M) failed to deliver

Settlement: 20260713, Price: $37.14, FTD Value: $600,553.8, FIS TR BRIGHT PORTFOLIOS FOCUS

Jul 10, 2026

ftd

FTD: BRIF — 15,542 shares ($0.6M) failed to deliver

Settlement: 20260710, Price: $37.05, FTD Value: $575,831.1, FIS TR BRIGHT PORTFOLIOS FOCUS

Jul 7, 2026

ftd

FTD: BRIF — 13,935 shares ($0.5M) failed to deliver

Settlement: 20260707, Price: $36.89, FTD Value: $514,062.15, FIS TR BRIGHT PORTFOLIOS FOCUS

Apr 20, 2026

short_interest

FTD: BRIF — 23,768 shares ($0.8M) failed to deliver

Settlement: 20260420, Price: $32.36, FTD Value: $769,132.48, FIS TR BRIGHT PORTFOLIOS FOCUS

Institutional ownership

Which big funds own BRIF (from quarterly 13F filings) and who is adding or trimming.

6 institutional holders with $101.6M total value (2,745,211 shares) as of 2026-Q2. Top holders: WEALTH, COMMONWEALTH, JONES. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2,663,455	$98.9M	97.3%	NEW
COMMONWEALTH EQUITY SERVICES, LLC	53,704	$2.0M	2.0%	—
JONES FINANCIAL COMPANIES LLLP	11,145	$402.6K	0.4%	ADD +50.0%
Creative Planning	9,086	$337.8K	0.3%	—
JPMORGAN CHASE & CO	10	$366.00	0.0%	—
HRT FINANCIAL LP	7,811	$290.00	0.0%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	NEW	—	2,663,455	—	$98.9M
JONES FINANCIAL COMPANIES LLLP	ADD	7,428	11,145	+50.0%	$402.6K

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BRIF.

Shares short

12,805

Settlement Sep 15, 2026

Change vs prior

+139.0%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume