13FBOX
Investment Managers Ser Tr Bra · 13F Institutional Holdings
Options Calculator Rankings
I

Investment Managers Ser Tr Bra

BRLMX
Institutions
2
Combined AUM (Q2 2026)
$7.9M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+862,657
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+862,657
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.9M
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Moran Wealth Management, LLC
0.15%#2$5.4M833,962$00+833,962New Buy
L & S Advisors Inc
0.25%0.51%#1$2.4M375,104$2.3M346,409+28,695+8.28%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow