Valmark Advisers, Inc. has opened a new $2.3M position in $BRIF, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BRIF.
$BRIF Hedge Fund Activity
We have seen 11 institutional investors add shares of $BRIF stock to their portfolio, and 3 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 427,559 shares (+16.1%) to their portfolio in Q3 2026, for an estimated $15,918,021
- CREATIVEONE WEALTH, LLC added 107,144 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,983,399
- VALMARK ADVISERS, INC. added 60,724 shares (+inf%) to their portfolio in Q3 2026, for an estimated $2,260,754
- XY PLANNING NETWORK, INC. added 40,686 shares (+inf%) to their portfolio in Q3 2026, for an estimated $1,514,739
- BAM WEALTH MANAGEMENT, LLC added 17,055 shares (+75.6%) to their portfolio in Q3 2026, for an estimated $634,957
- CREATIVE FINANCIAL DESIGNS INC /ADV added 9,860 shares (+8.1%) to their portfolio in Q3 2026, for an estimated $367,087
- CREATIVE PLANNING removed 9,086 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $338,271
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $BRIF ticker page for more data.
