13FBOX
FIS TR · 13F Institutional Holdings
Options Calculator Rankings
F

FIS TR

ACTS
Institutions
3
Combined AUM (Q2 2026)
$3.5M
Combined Shares (Q2 2026)
121,869
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+121,869
3 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-45,049
1 · 1 Exit · ≈
⚖️ Net
+76,820
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.5M
Institutions
3
New Buys
3
Adds
0
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Simplicity Wealth,LLC
0.09%#1$2.6M90,672$00+90,672New Buy
GTS SECURITIES LLC
0.02%#2$903,92831,097$00+31,097New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#3$2,907100$00+100New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow