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

FIS TR

PRAY
Institutions
18
Combined AUM (Q2 2026)
$29.2M
Combined Shares (Q2 2026)
825,208
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+75,309
12 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-110,508
3 · 2 Exit · ≈
⚖️ Net
-35,199
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$29.2M
Institutions
18
New Buys
5
Adds
7
Reduces
1
Exits
2
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EP Wealth Advisors, LLC
0.06%0.09%#5$16.0M452,479$17.7M549,942-97,463-17.72%Reduce
CREATIVE FINANCIAL DESIGNS INC /ADV
0.17%0.17%#3$3.5M99,260$2.7M85,416+13,844+16.21%Add
FLOW TRADERS U.S. LLC
0.12%0.06%#4$3.0M84,436$1.9M59,614+24,822+41.64%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#12$1.8M51,949$1.2M36,316+15,633+43.05%Add
Strategic Equity Management
0.45%0.46%#1$1.3M37,903$1.2M37,779+124+0.33%Add
MONEYWISE, INC.
0.42%0.44%#2$1.1M31,930$1.0M31,303+627+2.00%Add
LBMC INVESTMENT ADVISORS, LLC
0.04%0.04%#6$736,61020,780$668,70120,78000.00%Unchanged
MONETA GROUP INVESTMENT ADVISORS LLC
<0.01%<0.01%#7$577,80216,300$524,53416,30000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#13$309,6038,861$103,0893,292+5,569+169.17%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#11$249,0787,035$00+7,035New Buy
LPL Financial LLC
<0.01%#15$205,8475,807$00+5,807New Buy
Allworth Financial LP
<0.01%<0.01%#9$151,1514,264$137,2164,26400.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#14$64,3031,814$34,0141,057+757+71.62%Add
IFP Advisors, Inc
<0.01%<0.01%#10$23,892674$21,68967400.00%Unchanged
SHP Wealth Management
<0.01%<0.01%#8$22,155625$20,11262500.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#16$21,269600$00+600New Buy
ROYAL BANK OF CANADA
<0.01%#18$13,000380$00+380New Buy
Integrated Wealth Concepts LLC
<0.01%#17$3,935111$00+111New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow