Institutional Ownership
Fis Tr
CUSIP 337959209BRIGHT PORTFOLIOQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
5
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Creative Financial Designs Inc /Adv | 114.6K | $3.43M |
| 2 | Bam Wealth Management, LLC | 22.7K | $679.5K |
| 3 | Jones Financial Companies Lllp | 7.4K | $218.7K |
| 4 | Geowealth Management, LLC | 12 | $360 |
| 5 | Jpmorgan Chase & Co | 10 | $292 |