26 tracked 13F filers disclose a position in BRIE as of the latest SEC 13F filings, a combined $197.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $56.5M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $29.6M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 3 | ADAMSBROWN WEALTH CONSULTANTS LLC | $30.6M | 1.0M | ▲New +1.0M sh | Q2 2026 | |
| 4 | Krilogy Financial LLC | $17.2M | 596K | ▲+10% Added · +56K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $15.4M | 571K | ▲+29% Added · +129K sh | Q1 2026 | |
| 6 | Valley Financial Group, Inc. | $12.8M | 473K | ▲+4.8% Added · +22K sh | Q1 2026 | |
| 7 | BYRNE FINANCIAL FREEDOM, LLC | $6.5M | 215K | ▲New +215K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $5.7M | 212K | ▲11× Added · +193K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $4.2M | 154K | ▲New +154K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $3.9M | 128K | ▲New +128K sh | Q2 2026 | |
| 11 | Cornell Pochily Investment Advisors, Inc. | $2.7M | 88K | ▲New +88K sh | Q2 2026 | |
| 12 | MGO ONE SEVEN LLC | $2.6M | 87K | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 69K | ▼−9.7% Reduced · −7K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $1.3M | 43K | ▲+22% Added · +8K sh | Q2 2026 | |
| 15 | Concurrent Investment Advisors, LLC | $1.2M | 41K | ▲New +41K sh | Q2 2026 | |
| 16 | CHILDRESS CAPITAL ADVISORS, LLC | $1.1M | 36K | ▲+20% Added · +6K sh | Q2 2026 | |
| 17 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.1M | 36K | ▲+375% Added · +28K sh | Q2 2026 | |
| 18 | Sowa Financial Group, Inc. | $792K | 26K | ▲+109% Added · +14K sh | Q2 2026 | |
| 19 | BlueChip Wealth Advisors LLC | $642K | 21K | ▲New +21K sh | Q2 2026 | |
| 20 | UNIQUE WEALTH, LLC | $386K | 13K | ▲+1.2% Added · +156 sh | Q2 2026 | |
| 21 | DAVENPORT & Co LLC | $310K | 10K | ▲New +10K sh | Q2 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $253K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | Atlas Wealth LLC | $264K | 9K | ▲New +9K sh | Q2 2026 | |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $256K | 8K | ▲New +8K sh | Q2 2026 | |
| 25 | UBS Group AG | $71K | 3K | ▲New +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in BRIE and 5 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $9.3B |
| APPLE INCAAPL | 10 funds | $5.6B |
| MICROSOFT CORPMSFT | 9 funds | $5.1B |
| AMAZON.COM INCAMZN | 9 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $1.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 9 funds | $892.6M |
| VERIZON COMMUNICATIONS INCVZ | 9 funds | $633.9M |
| AT&T INCT | 9 funds | $600.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $497.9M |
| SPDR GOLD SHARESGLD | 9 funds | $226.1M |
Ranked by how many of BRIE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 59 funds | $688.2M |
| MFSVVALUE ETF | 35 funds | $325.1M |
| MFSBMF Closed and MF Open | 31 funds | $330.5M |
| MFSGGROWTH ETF | 29 funds | $240.0M |
| BRIEthis pageExchange Traded Funds (Country Baskets/iShares) - Domestic | 26 funds | $197.3M |
| MFSMINTERMEDITE MUNI | 13 funds | $32.8M |
| BREEBLENDED RESEARCH | 2 funds | $514K |
| 55286W603MID CAP ETF | 2 funds | $237K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BRIE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BRIE/capital-change-brief"
Use Arkolith's capital_change_brief for BRIE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BRIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.