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-Q1 13F filings (latest filed 2026-05-15). 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 2025-Q4 and 2026-Q1: 10 added or opened and 0 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 0.0pp 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 2025-Q4 and 2026-Q1, across 19 tracked filers holding BRIE, 17 increased or opened the position and 2 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 2025-Q4 and 2026-Q1 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 6
- Cetera Investment Advisers$56M
- LPL Financial LLC$30M
- CITADEL ADVISORS LLC$4M
- MGO ONE SEVEN LLC$2M
- Kestra Advisory Services, LLC$953K
- CHILDRESS CAPITAL ADVISORS, LLC$810K
Largest adds
- JANE STREET GROUP, LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- Krilogy Financial LLC$2M
- Valley Financial Group, Inc.$827K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cetera Investment Advisers new | 2,088,791 | $56M | 38.0% | 2026-Q1 |
| LPL Financial LLC new | 1,095,503 | $30M | 19.9% | 2026-Q1 |
| Krilogy Financial LLC added | 596,000 | $17M | 11.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 571,199 | $15M | 10.4% | 2026-Q1 |
| Valley Financial Group, Inc. added | 473,472 | $13M | 8.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 211,990 | $6M | 3.9% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 154,392 | $4M | 2.8% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 83,516 | $2M | 1.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 69,323 | $2M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 35,251 | $953K | 0.6% | 2026-Q1 |
| CHILDRESS CAPITAL ADVISORS, LLC new | 29,969 | $810K | 0.5% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 12,567 | $340K | 0.2% | 2026-Q1 |
| Sowa Financial Group, Inc. new | 12,523 | $339K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 9,350 | $253K | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC new | 7,539 | $204K | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC new | 5,225 | $141K | 0.1% | 2026-Q1 |
| UBS Group AG new | 2,623 | $71K | 0.0% | 2026-Q1 |
| Clayton Financial Group LLC trimmed | 2,291 | $62K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 14 | $379 | 0.0% | 2026-Q1 |
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.