Among active 13F managers last quarter, 8 opened and 5 added, while none reduced or exited; the largest holder to move was Krilogy Financial LLC (+10%).
31 tracked 13F filers disclose a position in BRIE as of the latest SEC 13F filings, a combined $212.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 2.1M | $56.5M | ▲New +2.1M sh | Q1 2026 | |
| 2 | LPL Financial LLC | 1.1M | $29.6M | ▲New +1.1M sh | Q1 2026 | |
| 3 | Adamsbrown Wealth Consultants LLC | 1.0M | $30.6M | ▲New +1.0M sh | Q2 2026 | |
| 4 | Krilogy Financial LLC | 596K | $17.2M | ▲+10% Added · +56K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 571K | $15.4M | ▲+29% Added · +129K sh | Q1 2026 | |
| 6 | Valley Financial Group, Inc. | 482K | $14.6M | ▲+1.9% Added · +9K sh | Q2 2026 | |
| 7 | IAG Wealth Partners, LLC | 330K | $10.0M | ▲63× Added · +324K sh | Q2 2026 | |
| 8 | &Partners | 220K | $6.7M | ▲New +220K sh | Q2 2026 | |
| 9 | Byrne Financial Freedom, LLC | 215K | $6.5M | ▲New +215K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 212K | $5.7M | ▲11× Added · +193K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | 128K | $3.9M | ▲New +128K sh | Q2 2026 | |
| 12 | Cornell Pochily Investment Advisors, Inc. | 88K | $2.7M | ▲New +88K sh | Q2 2026 | |
| 13 | Mgo One Seven LLC | 87K | $2.6M | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 14 | Susquehanna International Group, LLP | 69K | $1.9M | ▼−9.7% Reduced · −7K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | 43K | $1.3M | ▲+22% Added · +8K sh | Q2 2026 | |
| 16 | Concurrent Investment Advisors, LLC | 41K | $1.2M | ▲New +41K sh | Q2 2026 | |
| 17 | Childress Capital Advisors, LLC | 36K | $1.1M | ▲+20% Added · +6K sh | Q2 2026 | |
| 18 | Barnes Pettey Financial Advisors, LLC | 36K | $1.1M | ▲+375% Added · +28K sh | Q2 2026 | |
| 19 | Sowa Financial Group, Inc. | 26K | $792K | ▲+109% Added · +14K sh | Q2 2026 | |
| 20 | BlueChip Wealth Advisors LLC | 21K | $642K | ▲New +21K sh | Q2 2026 | |
| 21 | Unique Wealth, LLC | 13K | $386K | ▲+1.2% Added · +156 sh | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | 11K | $324K | ▲764× Added · +11K sh | Q2 2026 | |
| 23 | Davenport & Co LLC | 10K | $310K | ▲New +10K sh | Q2 2026 | |
| 24 | Aspen Grove Capital, LLC | 10K | $303K | ▲New +10K sh | Q2 2026 | |
| 25 | AQR Capital Management LLC | 9K | $253K | ▲New +9K 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, 8 funds opened a new position in BRIE and 5 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $6.4B |
| Apple IncAAPL | 13 funds | $4.8B |
| Microsoft CorpMSFT | 12 funds | $4.3B |
| Amazon.com IncAMZN | 12 funds | $2.5B |
| Alphabet Inc-CL AGOOGL | 12 funds | $2.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 12 funds | $1.3B |
| Vanguard Total Stock MKT ETFVTI | 12 funds | $866.6M |
| Verizon Communications IncVZ | 12 funds | $505.6M |
| Broadcom IncAVGO | 11 funds | $2.2B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.9B |
| Walmart IncWMT | 11 funds | $1.4B |
Ranked by how many of BRIE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BRIE.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 70 funds | $724.3M |
| MFSVVALUE ETF | 40 funds | $341.4M |
| MFSBFUND | 35 funds | $336.5M |
| MFSGMF Closed and MF Open | 34 funds | $224.5M |
| BRIEthis pageMF Closed and MF Open | 31 funds | $212.9M |
| MFSMINTERMEDITE MUNI | 16 funds | $34.3M |
| BRCEBLEND CORE ETF | 2 funds | $2.4M |
| BREEBLENDED RESEARCH | 2 funds | $1.5M |
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.