Who owns BRIE
Which tracked institutional funds hold BRIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRIE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BRIE is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BRIE’s largest tracked holder by dollar value, Cetera Investment Advisers, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BRIE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 34 tracked filers holding BRIE, 31 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BRIE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- ADAMSBROWN WEALTH CONSULTANTS LLC$31M
- JONES FINANCIAL COMPANIES LLLP$7M
- &PARTNERS$7M
- BYRNE FINANCIAL FREEDOM, LLC$7M
- Rockefeller Capital Management L.P.$6M
- ENVESTNET ASSET MANAGEMENT INC$6M
Full exits 1
- CITADEL ADVISORS LLC$4M
Largest adds
- LPL Financial LLC$45M
- Cetera Investment Advisers$35M
- COMMONWEALTH EQUITY SERVICES, LLC$13M
- IAG Wealth Partners, LLC$10M
- Valley Financial Group, Inc.$2M
- BARNES PETTEY FINANCIAL ADVISORS, LLC$882K
Largest trims
- JANE STREET GROUP, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$829K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers added | 3,026,406 | $92M | 27.8% | 2026-Q2 |
| LPL Financial LLC added | 2,466,731 | $75M | 22.7% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC new | 1,010,498 | $31M | 9.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 935,631 | $28M | 8.6% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 591,261 | $18M | 5.4% | 2026-Q2 |
| Valley Financial Group, Inc. added | 482,366 | $15M | 4.4% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 329,667 | $10M | 3.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 238,521 | $7M | 2.2% | 2026-Q2 |
| &PARTNERS new | 220,065 | $7M | 2.0% | 2026-Q2 |
| BYRNE FINANCIAL FREEDOM, LLC new | 214,740 | $7M | 2.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 206,156 | $6M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 202,644 | $6M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC new | 127,934 | $4M | 1.2% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT new | 98,028 | $3M | 0.9% | 2026-Q2 |
| Cornell Pochily Investment Advisors, Inc. new | 87,526 | $3M | 0.8% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 86,560 | $3M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 60,609 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 43,142 | $1M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 41,068 | $1M | 0.4% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC added | 35,827 | $1M | 0.3% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 35,798 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,467 | $1M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 31,005 | $940K | 0.3% | 2026-Q2 |
| BlueChip Wealth Advisors LLC new | 21,175 | $642K | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 12,723 | $386K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 10,696 | $324K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC new | 10,226 | $310K | 0.1% | 2026-Q2 |
| Aspen Grove Capital, LLC new | 10,000 | $303K | 0.1% | 2026-Q2 |
| Atlas Wealth LLC new | 8,721 | $264K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 8,455 | $256K | 0.1% | 2026-Q2 |
| one8zero8, LLC new | 8,400 | $255K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. new | 6,999 | $212K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 5,458 | $165K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC new | 10 | $303 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 154,392 | $4M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Sowa Financial Group, Inc. new | 12,523 | $339K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AQR CAPITAL MANAGEMENT LLC new | 9,350 | $253K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 2,623 | $71K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clayton Financial Group LLC trimmed | 2,291 | $62K | 0.0% | 2026-Q1 stale (1 quarter behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.