Institutional Ownership
Fis Tr
CUSIP 337959209BRIGHT PORTFOLIOQ1 2026
Institutional Holders
5
13F filers
Shares Held
144.7K
Aggregate institutional
Institutional Value
$4.33M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased0
Decreased0
Sold out0
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Financial Designs Inc /Adv | 114.6K | $3.43M | +114.6K | New |
| 2 | Bam Wealth Management, LLC | 22.7K | $679.5K | +22.7K | New |
| 3 | Jones Financial Companies Lllp | 7.4K | $218.7K | +7.4K | New |
| 4 | Geowealth Management, LLC | 12 | $360 | +12 | New |
| 5 | Jpmorgan Chase & Co | 10 | $292 | +10 | New |